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DayOne

In network coverage since August 18, 2026 · 11 stories

2Deals on our tracker

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Aug 17, 26Deal announcedCortical Labs · NUS Medicine — coverage

Jul 31, 26Deal announcedTNB Power Generation

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ByteDance holds about a fifth of China's 24GW data center capacity, nearly all leased

SemiAnalysis analyzed 1,000 data centers and 60 providers to put ByteDance's live capacity near 4.8GW, ahead of Alibaba Cloud, Tencent, Baidu and Huawei.

digital · Oct 6DayOne files for a Nasdaq listing with a 2.3GW capacity target

digital · Sep 29Meta agrees to lease AI capacity from Firmus in Southeast Asia

the_wrap · Sep 15The bond market's 72-basis-point data-center warning

the_wrap · Sep 14Data center IPOs are selling the construction curve

capital · Sep 13Data center IPOs hand construction risk back to public equity

the_wrap · Sep 2Grid access becomes a customer class, not a queue

energy · Sep 1DayOne's Selangor MOU books 1.5GW of power before the campus breaks ground

digital · Aug 26Lambda's $3B round puts AI cloud pricing to the test

digital · Aug 24Nscale's $3bn US IPO puts a $51bn backlog to the test

digital · Aug 18DayOne deploys Singapore’s first biological data center prototype

DayOne

ByteDance holds about a fifth of China's 24GW data center capacity, nearly all leased

The Morning Brief