# Anthropic 携手 Macquarie 与 GIC 成立数据中心平台

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-08-10 21:30
- AIHOT 分数：65
- AIHOT 链接：https://aihot.virxact.com/items/cmsnac9t9098eron5uen1ny0p
- 原文链接：https://x.com/rohanpaul_ai/status/2086807334643515459

## AI 摘要

Anthropic 与 Macquarie Asset Management、GIC 共同成立 Theseus Infrastructure，该平台将开发、运营并按长期协议出租专用数据中心。Macquarie 基金与 GIC 将拥有平台并承担项目大部分股权，Anthropic 作为主要租户，通过租金而非资本支出获取算力，将建设风险转移给基础设施投资者。

## 正文

Anthropic is shifting data center construction risk to infrastructure investors while keeping capacity through leases.

Anthropic, Macquarie Asset Management and GIC are establishing Theseus Infrastructure, a platform that will develop, operate and lease purpose-built datacenter under long-term agreements.

Macquarie Asset Management funds and GIC will own the platform and fund the majority of the equity for each project, with Anthropic the anchor tenant.

The structure here is especially important because, a dedicated site absorbs equity for years before a single rack earns revenue.

Theseus moves that financing problem to investors who specialize in contracted infrastructure cash flows, while Anthropic pays through rent rather than capital expenditure.