Australia’s Macquarie, Anthropic and GIC Launch AI Data Centre Platform
Synopsis
Macquarie Asset Management and Singapore's GIC will fund and develop purpose-built US data centres for Anthropic through the new Theseus Infrastructure platform, with the Australian investment giant helping finance the AI company's rapidly growing computer needs.
Anthropic will construct its data centers on an infrastructure platform, which is backed by two Australian and Singaporean firms, Macquarie Asset Management and GIC, respectively, with the former expected to provide the majority of the investment.
Theseus Infrastructure, the new platform, was launched by the three on August 10th and will fund, construct, own, and lease specialized data centers to Anthropic, with the initial projects set to be launched in the U.S.
Macquarie Takes Infrastructure Role
Macquarie and GIC will provide the majority of the equity in each project, with Anthropic having a tenant spot, with the investment and project specifics remaining undisclosed by the firms.
The latest partnership builds upon Anthropic’s aggressive infrastructure expansion, with the firm announcing a $50 billion investment in its own U.S-based data centers last November, set to be constructed in Texas and New York.
Moreover, in April, Anthropic announced a deal with Amazon on an additional 5 gigawatts of cloud computing, alongside the company’s commitment to invest more than $100 billion in AWS technologies over a 10-year period.
Macquarie’s latest earnings totaled A$4.85 billion in net profit for FY26, and its assets under management climbed to A$722.1 billion.
Data Centre Demand Expands
The rising demand for data centers drives the need for such an expansion, with the global data center industry witnessing an increase in capacity.
JLL 2026 Global Data Center Market Outlook forecasts that the capacity will nearly double by 2030, reaching 200GW from 103GW in 2025.
While the Americas host the majority of the capacity at present, with around 50%, with the U.S. accounting for the majority of that with approximately 90%, the region is forecasted to grow at a slower rate than Asia-Pacific.
The latter is set to see its capacity jump from 32GW to 57GW by 2030.
Anthropic’s latest data center endeavors are underscored by the aggressive fundraising efforts in the last months, with the company securing a $965 billion post-money valuation and raised $65 billion in May, with a revenue run-rate of over $47 billion.
Source: Bloomberg
Pooja Malik is a business journalist with over six years of experience covering startups, entrepreneurship, and emerging trends. She has previously worked with leading media platforms such as YourStory Media and BW BusinessWorld, where she reported on business, policy, and market developments. Currently, she serves as Editor at The Inspirepreneur Magazine, where she writes and edits stories across business, lifestyle, and travel, with a focus on clarity, accuracy, and reader relevance.
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