Anthropic partners with GIC and Macquarie Asset Management to build AI data centers

According to Lianhe Zaobao, Anthropic will join forces with Singapore sovereign wealth fund GIC and Macquarie Asset Management to build AI data centers.

It is Anthropic's latest attempt to bring in outside capital for compute infrastructure. GIC is one of the world's largest sovereign funds, while Macquarie Asset Management is an asset manager with deep roots in infrastructure investment.

Frontier labs building their own data centers is becoming an industry trend: with training and inference demand exploding, renting compute from cloud providers alone no longer guarantees long-term cost efficiency and supply stability.

For Anthropic, partnering with long-horizon capital like GIC and Macquarie can secure sustainable compute supply without heavily draining its own cash reserves.

For the investors, AI data centers look like a new growth point in infrastructure, and long-term leases give them bond-like investment characteristics.

The deal also shows the AI arms race extending from the model layer to capital and power, with data centers becoming the new front line of competition.

What to watch next: the location, scale, and commissioning timeline of the facilities, and whether Anthropic expands similar infrastructure partnerships further.