DayOne's IPO prospectus shows 962MW in service, up from 675MW in June, with 1.3GW more due by December 2028. With more than 1.5GW already booked, according to Bloomberg, buyers in Johor, Batam or Tokyo will find less of that capacity unclaimed than the 2.3GW target suggests.
Reality
- Evidence62
- Adoption55
- Hype gap0
- Incentives65
- Confidence60
Pax Silica has signed two of ASEAN's eleven members, both of them US security allies well before December 2025, so the only thing that would move the region's arithmetic is a letter Washington has drafted and not yet sent.
Reality
- Evidence42
- Adoption24
- Hype gap+30
- Incentives55
- Confidence46
Twenty CL1 units at NUS are the first biological compute install with someone on the hook for maintenance. The efficiency pitch that justifies it still has no published number.
Reality
- Evidence46
- Adoption22
- Hype gap+52
- Incentives72
- Confidence63
The Australian AI cloud company is acquiring Benmax's fabrication, design and projects business, doubling its own headcount to 340 and taking mechanical manufacturing in-house.
Reality
- Evidence33
- Adoption44
- Hype gap+22
- Incentives71
- Confidence45
The Chinese developer raised full-year sales guidance to 1GW and capex from $1.3bn to $1.4bn. Backlog grew 68 percent in two quarters while gross profit fell 3.6 percent.
Reality
- Evidence55
- Adoption68
- Hype gap+22
- Incentives74
- Confidence48