Why it matters
The strategic read
Adds a contracted power receipt behind Malaysia hyperscale AI and cloud growth, not just another campus announcement. DayOne says it is TNB's largest customer, is scaling Malaysia into its largest global operational footprint alongside an RM28B cumulative commitment by the end of 2026, and is tying renewable energy certificates, solar capacity, battery storage and hybrid hydro floating solar into data-center operations for global hyperscaler demand.
Source-supported terms
What was disclosed
- 01
DayOne announced renewable energy supply agreements with TNB Renewables and TNB Power Generation, both subsidiaries of Tenaga Nasional Berhad.
- 02
The new agreements were formalized under Malaysia's Corporate Renewable Energy Supply Scheme, which lets companies source green electricity directly from renewable energy developers.
- 03
The agreements cover approximately 1.5 GWp of solar capacity and 2.2 GWh of battery energy storage for ground-mounted solar and hybrid hydro floating solar.
- 04
The agreements include Bilateral Energy Supply Contracts with TNB Renewables and TNB Power Generation and transfer associated renewable energy certificates to DayOne.
- 05
DayOne said the signing builds on a June 2025 CRESS agreement with TNB that enables DayOne to secure 500 MW of renewable energy over a 21-year term for its Malaysian data-center operations.
- 06
Together, DayOne said it has secured over 1 GW of renewable energy in Malaysia through the TNB partnership.
- 07
DayOne said the partnership supports Malaysia's position as a regional hub for data centers, cloud and AI infrastructure, where reliable renewable energy is increasingly critical for global hyperscalers.
- 08
DayOne said its Malaysia operations currently include two hyperscale campuses in Nusajaya Tech Park and Kempas Tech Park, and that it is scaling Malaysia into its largest global operational footprint alongside an RM28B cumulative commitment by the end of 2026.
- 09
Prime Minister Anwar Ibrahim toured the DayOne exhibition booth after the signing ceremony, where DayOne presented local supplier ecosystem and prefabricated-module models for generator set, air-cooling and fan-wall-unit corridors.
Disclosure boundary
What is known—and what is not
Primary DayOne / PRNewswire announcement. Public details disclose counterparties, the CRESS structure, BESC contract framing, solar and battery storage scale, REC transfer, prior 500 MW / 21-year agreement context, Malaysia campus footprint and AI/cloud/hyperscaler rationale. Full contract documents, pricing, delivery schedule, individual project sites, grid interconnection upgrades, curtailment terms, battery dispatch rights, renewable certificate accounting, customer/offtake identities and data-center load ramp are not fully public.