AI company Anthropic is partnering with investment firms GIC and Macquarie to set up a new data center provider.
Anthropic, Macquarie Asset Management, and GIC this week announced a strategic partnership to establish Theseus Infrastructure, a new platform to develop, operate, and lease data center infrastructure at scale to Anthropic under long-term agreements.
The companies said that each facility will be purpose-built to support Anthropic's growing capacity needs.
The parties will work together to identify and develop new sites for which Anthropic will be the anchor tenant, with an initial focus on the United States. Further details weren’t shared.
GIC and funds managed by Macquarie will own Theseus and fund the majority of the equity for each project.
Anthropic said last year that it plans to spend $50 billion on data centers in the US. It said that it will build data centers with Fluidstack in Texas and New York, with more sites to come. It is known to be leasing capacity from TeraWulf, Hut 8, and SpaceX.
The creator of Claude has also signed large-scale deals with cloud providers including Google, Amazon, Akamai, and CoreWeave.
The AI firm is a major user of GPUs from Nvidia and AMD, as well as Google’s TPU and Amazon’s Trainium hardware, and publicly confirmed last week that it has plans to design its own AI accelerator chips.
Established by the Government of Singapore in 1981, GIC is an investor in Vantage's EMEA data center platform, a number of Equinix’s xScale hyperscale data centers globally, US firm EdgeCore, and owns a stake in Czech digital infrastructure firm CETIN Group. It recently invested in a Brazilian data center joint venture with local investment firm Alianza Investimentos Imobiliários. GIC has also previously invested in Anthropic.
Macquarie Asset Management has invested in Netrality Data Centers and Applied Digital in the US, as well as Virtus in Europe. It previously had investments in APAC data center firm AirTrunk and US operator Aligned, though it has sold both in recent years.
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