ComputeLabs Research
Anthropic, Macquarie Asset Management, and GIC formed Theseus Infrastructure to build U.S.-focused facilities leased under long-term agreements.
· ComputeLabs Research · from the August 10, 2026 edition
Anthropic, Macquarie Asset Management, and Singapore sovereign wealth fund GIC established Theseus Infrastructure as a data-center development, operation, and leasing platform. Its initial geographic focus is the United States, and the facilities are intended to support Anthropic’s computing-capacity requirements.
The platform will develop purpose-built facilities and lease them to Anthropic under long-term agreements. Macquarie and GIC committed to provide most of the equity funding for each project, while the sources did not disclose total investment, megawatt capacity, site locations, or construction dates.
Anthropic also committed to cover any increases in residential electricity rates attributable to the facilities. The supplied material did not describe the mechanism for measuring or reimbursing such increases.
The announced structure separates facility ownership and financing through Theseus from Anthropic’s occupancy under leases. No specific project was identified as completed or operational in the supplied sources.
Sources
Additional reporting
- Financial_Express(t.me)
- Financial_Express(t.me)
- Anthropic
- Macquarie Asset Management
- GIC
- Theseus Infrastructure

