Aug 10 2026
Anthropic forms Theseus Infrastructure with Macquarie and GIC: their funds own the platform and majority-fund each project, Anthropic anchors as tenant
MONEYINFRA
Original reporting
No source was cited for this one in the issue that logged it. The link above searches for it instead of guessing at a URL.
Purpose-built US data centers held off Anthropic's balance sheet under long-term leases, with Anthropic committing to 100% of grid-upgrade costs and any consumer electricity price increases its demand causes. Announced the same day as a Bloomberg-reported 20-year, $9.1B, 191 MW Anthropic lease at Riot Platforms' Rockdale, Texas campus.
Named in this event
AnthropicMacquarieGIC
Open calls that touch this
- Anthropic holds the Sonnet 5 price increase · 70%, resolves November 30th 2026
- Anthropic IPOs before OpenAI · 75%, resolves August 6th 2027
Issues that mention Anthropic, Macquarie, GIC
- Daily brief, August 10th 2026
- Daily brief, August 11th 2026
- Weekly issue, 00-executive-summary
- Weekly issue, 01-top-20
- Weekly issue, 02-full-report
- Weekly issue, 04-finance-report
Around the same time