ByteDance rents a fifth of China's data centre capacity, SemiAnalysis says

ByteDance occupies roughly a fifth of China's delivered data centre capacity and rents nearly all of it, according to SemiAnalysis. China has more than 24GW of capacity, exceeding the roughly 14GW across Europe, the Middle East and Africa. Alibaba, Tencent and Baidu spent a combined $20bn on capex in Q2, more than double a year earlier.

• ByteDance is China's largest data centre tenant, taking about 20% of capacity
• China has over 24GW of data centre capacity versus roughly 14GW in EMEA
• Alibaba, Tencent and Baidu spent $20bn on capex in Q2
• ByteDance's Doubao assistant serves 345 million monthly users