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In PWD coverage since August 18, 2026 · 9 stories

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

Jul 31, 26Deal announcedTNB Power Generation

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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

DayOne

Meta agrees to lease AI capacity from Firmus in Southeast Asia

The Morning Brief