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Saturday, October 3, 2026The Morning Brief →Sign in
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DayOne

In PWD coverage since August 18, 2026 · 9 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 17, 26Deal announcedCortical Labs · NUS Medicine — coverage
Jul 31, 26Deal announcedTNB Power Generation
PWD coverage
digital

Meta agrees to lease AI capacity from Firmus in Southeast Asia

The hyperscaler adds its name to Firmus's Indonesian and Malaysian build-out, but the announcement carries no price, no megawatt figure for the tranche and no energization date.
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
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