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Wednesday, October 7, 2026The Morning Brief →Sign in
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Baidu

In PWD coverage since September 1, 2026 · 3 stories
PWD coverage
digital

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.
passive · Sep 29T. Rowe Price counts AI as nearly 60% of the Russell 1000 Growth Index
passive · Sep 1CWEB: a daily trade on China's AI capex cycle
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