{"id":135248,"date":"2026-08-10T18:12:24","date_gmt":"2026-08-10T18:12:24","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/135248\/"},"modified":"2026-08-10T18:12:24","modified_gmt":"2026-08-10T18:12:24","slug":"anthropic-strikes-data-center-development-deal-with-macquarie-gic","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/135248\/","title":{"rendered":"Anthropic Strikes Data Center Development Deal With Macquarie, GIC"},"content":{"rendered":"

An Australian asset manager is partnering with Singapore\u2019s sovereign wealth fund<\/a> to pay for the construction of Anthropic<\/a>-anchored data centers<\/a> in the United States.<\/p>\n

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\n Photo credit: Unsplash\/Krzysztof Kowalik<\/a><\/p>\n

Macquarie Asset Management, GIC<\/a> and Anthropic reached a deal to create Theseus Infrastructure<\/a>, a new platform that will build, operate and lease data center infrastructure, primarily in the U.S.\u00a0<\/p>\n

Funds managed by Macquarie<\/a> and GIC will be used to provide capital for construction of purpose-built projects for Anthropic, the creator of artificial intelligence<\/a> model Claude. Anthropic will cover the excess electricity costs<\/a> that any new hyperscaler<\/a> data centers will cause, in line with a prior pledge<\/a>, the company said Monday.\u00a0<\/p>\n

The new joint venture said planned developments would create thousands of construction jobs, but the announcement didn\u2019t include any new project rollouts.\u00a0<\/p>\n

Computing power and the immense loads of electricity used by AI<\/a> models have made data center infrastructure a key bottleneck to growth<\/a> in the sector, if not the only thing holding it back<\/a>.\u00a0<\/p>\n

The wave of data centers coming online is also driving up energy costs in some regions. PJM<\/a>, which operates the country\u2019s largest energy grid, has warned that electric bills could rise by as much as 60%<\/a> in the next five years.\u00a0<\/p>\n

PJM also told data center operators<\/a> in a letter that spikes in power usage could lead to data centers being temporarily shut off from the grid to avoid cutting power to local residents. PJM\u2019s system covers 13 states from Ohio to Virginia and includes Loudoun County<\/a>, Virginia, an area that was known as Data Center Alley<\/a> even before AI\u2019s surging popularity.\u00a0<\/p>\n

Power bills are already rising in some municipalities, adding fuel to what has been a rising tide of discontent<\/a> and community pushback to data center development<\/a>. <\/p>\n

Anthropic pledged in February to offset increased energy costs from its operations, while its competitors \u2014 Amazon<\/a>, Google<\/a>, Meta<\/a>, Microsoft<\/a>, OpenAI<\/a>, Oracle<\/a> and xAI<\/a> \u2014 were pulled into the White House<\/a> in March to make a similar commitment.\u00a0<\/p>\n

Anthropic has also held its development plans and build-out commitments more closely than its peers. In November, the San Francisco-based firm said it would spend $50B<\/a> to develop new infrastructure, starting in Texas and New York, but has otherwise not highlighted specific projects.\u00a0<\/p>\n

It signed a 240K SF office lease<\/a> at 500 Howard St. in San Francisco in April after subleasing the space from Slack<\/a> on a deal that was set to expire in 2028. At the start of the year, the firm also leased all of 300 and 342 Howard St. in a 480K SF deal that was one of the largest in the city in the last five years.\u00a0<\/p>\n

GIC, Singapore\u2019s sovereign wealth fund, also announced a $1.6B joint venture<\/a> in March with Prologis<\/a>, the globe\u2019s largest industrial landlord, that would target U.S. build-to-suit projects. GIC signed a similar deal with Realty Income<\/a> in January that had roughly $1.5B in commitments<\/a> at launch.\u00a0<\/p>\n

Sydney<\/a>-based Macquarie Asset Management has a deep balance sheet of data center investments<\/a> around the world, but it\u2019s also shed some assets in the space. It sold Aligned Data Centers<\/a> last year to a BlackRock<\/a> fund and partners in a deal valued at around $40B<\/a>. TPG<\/a> is also reportedly in talks<\/a> to acquire Netrality Data Centers, which is majority-owned by Macquarie, for between $2B and $3B.<\/p>\n","protected":false},"excerpt":{"rendered":"An Australian asset manager is partnering with Singapore\u2019s sovereign wealth fund to pay for the construction of Anthropic-anchored…\n","protected":false},"author":2,"featured_media":135249,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[53,182,52309,10615,66996],"class_list":["post-135248","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-anthropic","tag-claude","tag-data-center-development","tag-gic","tag-macquarie-asset-management"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/135248","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=135248"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/135248\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/135249"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=135248"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=135248"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=135248"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}