Digital Realty vs GDS Holdings
Both are primarily Data Center REITs companies. Digital Realty is larger by market cap ($67.4B vs $5.5B). Digital Realty reports higher tracked revenue ($6.1B vs $1.6B).
Shared segment: AI & Data Center.
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Side-by-side
| Digital Realty | GDS Holdings | |
|---|---|---|
| Market cap | $67.4B | $5.5B |
| Revenue | $6.1B (FY2025) | $1.6B (FY2025) |
| Primary segment | Data Center REITs | Data Center REITs |
| Market position | leader | major |
| Country | United States | China |
| Tracked suppliers | 10 | 4 |
| Tracked customers | 7 | 5 |
| Chokepoint / criticality | 81/100 | 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 Digital Realty and GDS Holdings compare
- Size: Digital Realty is the larger company by market cap.
- Revenue: Digital Realty reports higher tracked revenue.
- Supply-chain criticality: Digital Realty has the higher chokepoint score (81/100 vs 8/100).
- Footprint: Digital Realty (United States) vs GDS Holdings (China).
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Cite as: wafergraph, “Digital Realty vs GDS Holdings”, https://wafergraph.com/compare/digital_realty-vs-gds (data as of 2026-10-04).
Frequently asked questions3
- Is Digital Realty bigger than GDS Holdings?
- Digital Realty is larger by market cap ($67.4B vs $5.5B).
- What's the difference between Digital Realty and GDS Holdings?
- Digital Realty is a leader in Data Center REITs 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 Digital Realty's and GDS Holdings's suppliers?
- wafergraph tracks 10 suppliers for Digital Realty and 4 for GDS Holdings.