According to BlockBeats, on August 10th, Anthropic established a strategic partnership with Macquarie and Singapore's sovereign wealth fund GIC to build data centers for Claude developers. The newly formed entity, Theseus Infrastructure, will serve as the platform for developing AI computing sites, initially focusing on the United States.

Macquarie and GIC pledged to provide the majority of equity funding for each project, while Anthropic pledged to cover any increases in consumer electricity prices resulting from these facilities.

According to BlockBeats, on August 10, Intel announced plans to raise approximately $15 billion through a public offering of common stock to strengthen its balance sheet and support investments in AI computing, in-house chip development, advanced packaging, external foundry services, and "physical AI" related businesses.

The company stated that the proceeds from this fundraising will be used for general corporate purposes, including capital expenditures and working capital, to support future growth opportunities, while maintaining an investment-grade credit rating.

This offering is led by underwriters and is not an "ATM" scheme like those offering shares at any time; the shares have not yet been priced or sold. Underwriters are also expected to have a 30-day over-allotment option to purchase up to an additional $2.25 billion in shares, bringing the total funds raised to a maximum of $17.25 billion. JPMorgan Chase, Goldman Sachs, Morgan Stanley, and Citigroup are acting as joint bookrunners.

Intel's stock price has risen more than 175% year-to-date, but fell as much as 4.62% in pre-market trading on Monday due to news of its fundraising.

This funding round comes at a time when global AI infrastructure investment is entering a phase of rapid expansion. Reports indicate that AI capital expenditure is expected to reach $1 trillion this year, and hyperscale cloud computing companies are gradually shifting from reliance on free cash flow and debt financing to equity financing.

Previously, Google's parent company, Alphabet, had already raised significant funds in the equity market, while Microsoft, Amazon, and Meta still primarily rely on cash flow, debt, leases, and structured financing to support their AI expansion. Goldman Sachs predicts that capital expenditures by hyperscale cloud vendors could further rise to $1.4 trillion by 2027.

Intel's latest fundraising is seen as another example of the wave of investment in AI infrastructure, showing that as the demand for AI computing power continues to expand, related companies are seeking more capital channels to support long-term expansion.