GDS Holdings
GDS Holdings is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Shanghai, CN. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).
Leading Chinese data-center developer and operator.
- Ticker
- NASDAQ: GDS
- Headquarters
- Shanghai, CN
- Revenue
- $1.6B (FY2025) · +10.8% YoY
- Net income
- $132M
- Operating margin
- -0.5%
- Market position
- major
- Value-chain segment
- Data Center REITs
- Key products
- Hyperscale data-center colocation (China), Build-to-suit data centers for Alibaba, Tencent, ByteDance, International DC expansion (Malaysia, Indonesia), Colocation and managed hosting, Data-center design/build services
About GDS Holdings
GDS Holdings, headquartered in China, operates in the Data Center REITs segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Hyperscale data-center colocation (China), Build-to-suit data centers for Alibaba, Tencent, ByteDance, International DC expansion (Malaysia, Indonesia), Colocation and managed hosting, Data-center design/build services. wafergraph maps 4 tracked suppliers and 5 tracked customers for GDS Holdings across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.
Key products
- Hyperscale data-center colocation (China)
- Build-to-suit data centers for Alibaba, Tencent, ByteDance
- International DC expansion (Malaysia, Indonesia)
- Colocation and managed hosting
- Data-center design/build services