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Great to attend DayOne's Investor Night in Singapore last week and excited to see the media coverage on the forthcoming IPO. Proud to have been investors across the Series A, B & C — the full journey.
https://www.bloomberg.com/news/articles/2026-02-13/gds-backed-dayone-is-said-to-pick-banks-for-5-billion-us-ipo
#DataCenters #AI #DayOne
GDS-Backed DayOne Is Said to Pick Banks for $5 Billion US IPO
DayOne Data Centers Ltd. has selected banks to help arrange a US initial public offering that may raise about $5...
www.reuters.com
Last week we hosted our annual Cybersecurity Briefing with @ToroSolutions. Alarming stats: 73% of family offices attacked last year, yet 20% still have no protection in place. Cybercrime cost = $10.5T in 2025. Sophisticated threats need sophisticated defence. #WealthProtection
Congratulating DayOne on their $2B+ Series C - one of the largest private raises in data centers. As Series A-C investors, we've watched them exceed expectations scaling AI infrastructure across APAC & Europe. Proud to support their mission powering the AI economy #TechInvestment
Infrastructure > hype. Our Global Tech Leaders strategy returned +44% in 2025 backing the AI value chain - from TSMC's chips powering every major AI platform to the applications reshaping industries. Conviction + execution. http://bcapital.com
Our Q42025 move: increased EM exposure whilst cutting India
Why? EM trades at discounts with strong policy frameworks. India at premium valuations with rupee pressure ahead
Rotated to: Chinese tech, Korean leaders, SE Asian beneficiaries
Our rationale: https://bcapital.partners/wp-content/uploads/2025/12/B-Capital-SA_2026-Investment-Outlook.pdf
'26 Inflation - a smooth return to 2%?
The Reality - tariff pass-through delayed, services sticky at 2.8%, labour costs rising
Persistent inflation + dovish Fed = negative real rates
Our positioning: hard assets, commodities, pricing power
Full report: https://bcapital.partners/wp-content/uploads/2025/12/B-Capital-SA_2026-Investment-Outlook.pdf
