Equinix vs GDS Holdings
Both are primarily Data Center REITs companies. Equinix is larger by market cap ($101.2B vs $5.5B). Equinix reports higher tracked revenue ($9.2B vs $1.6B).
Shared segment: AI & Data Center.
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Side-by-side
| Equinix | GDS Holdings | |
|---|---|---|
| Market cap | $101.2B | $5.5B |
| Revenue | $9.2B (FY2025) | $1.6B (FY2025) |
| Primary segment | Data Center REITs | Data Center REITs |
| Market position | leader | major |
| Country | United States | China |
| Tracked suppliers | 12 | 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 Equinix and GDS Holdings compare
- Size: Equinix is the larger company by market cap.
- Revenue: Equinix reports higher tracked revenue.
- Supply-chain criticality: Equinix has the higher chokepoint score (81/100 vs 8/100).
- Footprint: Equinix (United States) vs GDS Holdings (China).
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Cite as: wafergraph, “Equinix vs GDS Holdings”, https://wafergraph.com/compare/equinix-vs-gds (data as of 2026-10-04).
Frequently asked questions3
- Is Equinix bigger than GDS Holdings?
- Equinix is larger by market cap ($101.2B vs $5.5B).
- What's the difference between Equinix and GDS Holdings?
- Equinix 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 Equinix's and GDS Holdings's suppliers?
- wafergraph tracks 12 suppliers for Equinix and 4 for GDS Holdings — Equinix's include Bloom Energy.