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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
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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.

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