American Tower vs GDS Holdings
American Tower's primary segment is Data Center Operators (Colo); GDS Holdings's is Data Center REITs. American Tower is larger by market cap ($75.6B vs $5.5B). American Tower reports higher tracked revenue ($10.6B vs $1.6B).
Shared segment: AI & Data Center.
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Side-by-side
| American Tower | GDS Holdings | |
|---|---|---|
| Market cap | $75.6B | $5.5B |
| Revenue | $10.6B (FY2025) | $1.6B (FY2025) |
| Primary segment | Data Center Operators (Colo) | Data Center REITs |
| Market position | major | major |
| Country | United States | China |
| Tracked suppliers | 4 | 4 |
| Tracked customers | 5 | 5 |
| Chokepoint / criticality | 8/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How American Tower and GDS Holdings compare
- Size: American Tower is the larger company by market cap.
- Revenue: American Tower reports higher tracked revenue.
- Supply-chain criticality: Both companies have the same chokepoint score (8/100).
- Footprint: American Tower (United States) vs GDS Holdings (China).
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Cite as: wafergraph, “American Tower vs GDS Holdings”, https://wafergraph.com/compare/american_tower-vs-gds (data as of 2026-10-04).
Frequently asked questions3
- Is American Tower bigger than GDS Holdings?
- American Tower is larger by market cap ($75.6B vs $5.5B).
- What's the difference between American Tower and GDS Holdings?
- American Tower is a major in Data Center Operators (Colo) based in United States; GDS Holdings is a major in Data Center REITs based in China. Both operate in the AI & Data Center segment.
- Who are American Tower's and GDS Holdings's suppliers?
- wafergraph tracks 4 suppliers for American Tower and 4 for GDS Holdings.