Data Centers Ltd. 正在权衡其美国首次公开募股（IPO）的选项，包括可能推迟或缩减规模，因为数据中心领域的波动性增加，知情人士透露。
Data Centers Ltd. is weighing options for its US initial public offering, including a potential delay or size cut, as volatility around data centers increases, according to people familiar with the matter.
知情人士称，总部位于新加坡的 DayOne 一直在等待合适的时机启动 IPO，同时也在考虑将股份出售推迟到市场复苏时进行。其他选项包括推进规模较小的上市，可能募集 25 亿至 30 亿美元，约为其最初目标的一半，知情人士称。
While Singapore-based DayOne has been waiting for the right window to launch the IPO, it’s also been considering the possibility of pushing back the share sale until the market recovers, the people said. Other options include going ahead with a smaller listing that may raise $2.5 billion to $3 billion, roughly half of what it had originally aimed for, the people said.
知情人士称，DayOne 的投资方包括 Coatue 和 Hillhouse，该公司仍在与潜在投资者接触，并希望在市场允许的情况下尽快推进。知情人士此前透露，该公司最初考虑最早于第四季度通过上市募集多达 50 亿美元。知情人士称，该公司原本瞄准的估值约为 200 亿美元。
DayOne, whose backers include Coatue and Hillhouse, is continuing to engage with potential investors and still wants to move forward as soon as the market allows, the people said. The company was initially considering raising as much as $5 billion from the listing as soon as the fourth quarter, people familiar with the matter said previously. It had been eyeing a valuation of about $20 billion, the people have said.
知情人士称，讨论仍在进行中，DayOne 尚未做出最终决定，他们因信息属私密而要求不具名。知情人士称，该公司仍可能选择在未来几周内推进发行。DayOne 拒绝置评。
Deliberations are ongoing and DayOne hasn’t made any final decisions, the people said, asking not to be identified because the information is private. The company could still opt to move ahead with the offering in the coming weeks, according to the people. DayOne declined to comment.
虽然数据中心因人工智能相关领域的繁荣而吸引了全球投资者需求，但更为悲观的情绪已开始对 IPO 产生连锁影响。DayOne 在寻求资金以建设其项目管线的过程中，已通过多轮私募融资筹集了数十亿美元。
While data centers have drawn global investor demand amid a boom in sectors related to artificial intelligence, a more negative sentiment has started to have ripple effects on IPOs. DayOne has been raising billions of dollars in private funding rounds as it seeks capital to build out its pipeline.
澳大利亚数据中心公司 Firmus Grid Ltd. 在投资者对其寻求的估值表示反感后，撤回了约 50 亿美元的 IPO；同样运营数据中心的 AirTrunk 将原计划在新加坡进行的房地产投资信托基金（REIT）IPO 推迟至明年。
Australian data center company Firmus Grid Ltd. pulled its roughly $5 billion IPO when investors balked at the valuation it sought, while AirTrunk, which also operates data centers, delayed a planned real estate investment trust IPO in Singapore to next year.
韩国数字基础设施公司Elice Inc.周二在首尔上市首日股价暴跌32%。据彭博新闻社报道，Coreweave Inc.股价已较5月高点腰斩，而Nscale Ltd.面临其目标IPO估值遭到抵制的局面。周三，澳大利亚数据中心运营商Nextdc Ltd.在下调盈利指引后股价暴跌。
South Korean digital infrastructure company Elice Inc. plunged 32% in its Seoul trading debut on Tuesday. Coreweave Inc.’s shares have more than halved since their May peak, and Nscale Ltd. is facing pushback over its target IPO valuation, Bloomberg News has reported. On Wednesday, shares of Australian data center operator Nextdc Ltd. plummeted after it cut earnings guidance.
部分投资者寄希望于近期市场波动将在美国11月3日中期选举后平息。他们也在关注Anthropic PBC即将进行的上市表现，将其视为衡量市场对AI板块情绪的重要风向标。
Some investors are hoping that the recent market volatility will pass after the US midterm elections on Nov. 3. They’re also looking ahead to the performance of Anthropic PBC’s upcoming listing as an important gauge of sentiment toward the AI sector.
DayOne本月早些时候申请在美国IPO。此次发行由摩根士丹利、摩根大通、美国银行和花旗集团牵头。据IFR周一报道，DayOne在启动股份发售前正在征求更多投资者反馈。
DayOne filed for a US IPO earlier this month. The offering is being led by Morgan Stanley, JPMorgan Chase & Co., Bank of America Corp. and Citigroup Inc. IFR reported Monday that DayOne was gathering more investor feedback before launching the share sale.
DayOne在新加坡、马来西亚、印度尼西亚、泰国、香港、日本、芬兰和西班牙运营或开发数据中心。其他投资方包括GDS Holdings Ltd.、软银愿景基金以及Citadel的肯·格里芬。
DayOne is running or developing data centers in Singapore, Malaysia, Indonesia, Thailand, Hong Kong, Japan, Finland and Spain. Other backers include GDS Holdings Ltd., the SoftBank Vision Fund and Citadel’s Ken Griffin.