GDS Holdings competitors
As of 2026-09-05, GDS Holdings's closest competitors in Data Center REITs are Equinix, Digital Realty and American Tower. wafergraph tracks 6 companies in Data Center REITs; GDS Holdings is positioned as a market major there with a market cap of $6.3B, and the largest competitor by market cap is Equinix at $102.2B.
Data as of 2026-09-05 · peers = companies sharing GDS Holdings's primary Data Center REITs segment in the wafergraph taxonomy · ordered by market position, then market cap
Who competes with GDS Holdings
| Competitor | Position | Country | Market cap | Revenue | Compare |
|---|---|---|---|---|---|
| Equinix | leader | United States | $102.2B | $9.2B | GDS Holdings vs Equinix |
| Digital Realty | leader | United States | $71.2B | $6.1B | GDS Holdings vs Digital Realty |
| American Tower | major | United States | $81.9B | $10.6B | GDS Holdings vs American Tower |
| Iron Mountain | major | United States | $34.8B | $6.9B | GDS Holdings vs Iron Mountain |
| Keppel DC REIT | niche | Singapore | $4.2B | $347M | GDS Holdings vs Keppel DC REIT |
Suppliers GDS Holdings shares with its competitors
A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.
Customers GDS Holdings shares with its competitors
Cite as: wafergraph, “GDS Holdings competitors — 5 rivals in Data Center REITs, compared”, https://wafergraph.com/competitors/gds (data as of 2026-09-05).
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