Inside Theseus Infrastructure: the Anthropic–Macquarie–GIC platform to build U.S. data centers

Anthropic, Macquarie Asset Management, and GIC said on August 10, 2026 that they formed Theseus Infrastructure, a U.S.-focused platform to develop, operate, and lease data center capacity to Anthropic under long-term agreements. Funds managed by Macquarie Asset Management, together with GIC, will own the platform and fund the majority of the equity for each project. Anthropic is named as the anchor tenant for sites the parties identify and develop. The transaction record is clear on structure and broad on the rest.

• Prysmian supports a $1.25B U.S. fiber buildout tied to a Molex data-center deal – Prysmian’s site breakdown totals $1.25 billion across Claremont, NC, Jackson, TN, and Lexington, SC, alongside a Molex agreement worth up to €5.5 billion over up to 10 years.
• Digital Edge signs an 83MW solar PPA for its Navi Mumbai BOM campus – the PPA with Hexa Climate Solutions supports the first phase of a planned 350MW campus, with power delivered in phases starting December 2026.
• Noon Energy and Sabanci Renewables agree to co-develop up to 1 GW of ultra-long-duration storage – the co-development framework targets up to 1 GW / 100 GWh for AI infrastructure, with deployment possibly beginning as early as 2027.
• Noon Energy’s earlier Meta agreement reserves up to 1 GW / 100 GWh – that April 2026 deal begins with a 25 MW / 2.5 GWh project scheduled for completion by 2028, with a larger supply contract to follow.
• Anthropic commits to cover consumer electricity price increases from its sites – Anthropic said it will pay for 100% of the grid upgrades needed to interconnect its data centers through increases to its own monthly electricity charges.