DayOne Data Centers Plans Nasdaq IPO, Targeting Up to $5 Billion
Singapore-based data-center operator DayOne Data Centers filed an F-1 registration statement with the SEC for a planned Nasdaq listing. Reports citing Bloomberg put the potential raise at up to $5 billion and the valuation at about $20 billion, while 36氪 reported that DayOne may reduce the offering to roughly $2.5 billion–$3 billion. Its filing shows high customer concentration, with one anonymous customer contributing nearly 70% of revenue in 2025 and the first half of 2026; The Information identified that customer as ByteDance.
The proposed listing is a material AI-infrastructure financing event, but the reported IPO terms, customer concentration, losses, debt and weaker appetite for infrastructure IPOs leave the offering’s size and outcome uncertain.
轰轰烈烈的AI基建上市潮里，即将加入一家新公司。
总部位于新加坡的数据中心运营商DayOne Data Centers（DayOne），近期向美国SEC提交F-1注册声明，拟在纳斯达克上市。据彭博社报道，DayOne上市可能至多融资50亿美元（折合人民币超330亿元），估值约在200亿美元（折合人民币超1330亿元）。DayOne表示，计划将IPO募集的部分资金用于开发新的数据中心项目。
在这一波挤向资本市场的AI基建公司里，比起与微软订单高度捆绑的Nscale，与收到英伟达多轮融资的Firmus，DayOne乍看名不见经传。但靠着明星大客户——字节跳动旗下Tik Tok的大额订单，DayOne 也足够与各路玩家坐上同一张桌子。
只不过，眼下似乎不是一个很好的敲钟节点。随着资本市场对AI赛道的态度从热烈转向清醒，近期，Nscale、Firmus等AI基建独角兽的上市进程相继停滞甚至中断。其中Firmus的IPO暂停最为惨烈，从正式开启投资者询价认购，到IPO撤单，Firmus仅用了48小时不到，2046亿的估值瞬间瓦解。如果你感兴趣，可以跳转《48小时，306亿美元IPO不搞了》。
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