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ByteDance Data Centre Leases: a Fifth of China's Capacity

SemiAnalysis said ByteDance is the largest tenant as Alibaba, Tencent and Baidu lifted capital spending to $20 billion in the second quarter.

Summary by TNW
ByteDance occupies roughly a fifth of China’s delivered data centre capacity, and it rents nearly all of it, according to research firm SemiAnalysis. That makes the TikTok owner the key customer for every wholesale data centre operator in China, the firm said. It published the estimate in a report on Friday. The estimate comes from […] This story continues at The Next Web

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South China Morning Post broke the news in Hong Kong, Hong Kong on Monday, September 28, 2026.
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