GDS Holdings
GDS · NASDAQ · Technology
$33.11
$1.10 (-3.33%) today
Market Cap
$6.63B
24h Volume
$24.5M
P/E Ratio
14.6
52w High
$47.52
52w Low
$29.02
Est. AI Revenue
22%
7-Day Sparkline (Static)
Company facts
Performance
About GDS Holdings
GDS Holdings is a Chinese data center operator. It builds and leases data center capacity in China and internationally, earning revenue from colocation and hosting contracts with cloud providers and enterprises.
AI demand is reshaping its bookings. Its offerings include AI data center infrastructure, GPU cloud hosting, AI colocation services, and high-density cooling designed for the concentrated power draw of AI hardware. High-density AI colocation and GPU hosting are driving its new business.
Founded in 2001 and headquartered in Shanghai, China, GDS trades on the NASDAQ and employs roughly 2,400 people.
GDS Holdings in the AI buildout
GDS sits in the Data Centers & Hardware layer of the buildout, serving Chinese and Asian AI compute demand. High-density AI colocation and GPU hosting drive its new bookings, positioning it as regional AI infrastructure. The thesis hinges on that demand filling its capacity despite regulatory and chip supply constraints in its home market, a risk specific to its geography. Supercycle assigns it an AI Exposure Score of 65 out of 100.
GDS is tracked in Data Centers & Hardware, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
GDS trades at $33.11, 22% of the way up its 52-week range of $29.02 to $47.52.
Market cap
Market capitalization is $6.63B, with an AI Exposure Score of 65 out of 100.
Valuation vs peers
Its P/E ratio of 14.6 is below the Data Centers & Hardware category median of 29.6.
Next earnings
GDS Holdings is next expected to report earnings on November 18, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does GDS Holdings do?
GDS builds and leases data center capacity in China and internationally. It earns revenue from colocation and hosting contracts with cloud providers and enterprises.
How is GDS exposed to AI?
High-density AI colocation and GPU hosting are driving its new bookings, making AI compute demand central to growth. Supercycle rates it an AI Exposure Score of 65 out of 100.
What are GDS's main products?
AI data center infrastructure, GPU cloud hosting, AI colocation services, and high-density cooling built for the concentrated power requirements of AI hardware.
What are the main risks to GDS's AI thesis?
Per Supercycle's assessment, the thesis hinges on Chinese and Asian AI compute demand filling its capacity despite regulatory constraints and chip supply limits affecting its home market.
Where is GDS based and who leads it?
GDS Holdings is headquartered in Shanghai, China, and is led by CEO William Huang. Founded in 2001, it employs roughly 2,400 people and trades on the NASDAQ.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
Related reading
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.