--- title: "GDS GDS Holdings" canonical: "https://supercyclehq.com/stock/gds-holdings" type: "stock" dataAsOf: "2026-11-06" ticker: "GDS" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # GDS Holdings (GDS) GDS Holdings is a Chinese data center operator. ## AI Exposure Score **65/100, Strategic.** GDS builds and leases data center capacity in China and internationally, with high-density AI colocation and GPU hosting driving new bookings. The thesis hinges on Chinese and Asian AI compute demand filling capacity despite regulatory and chip supply constraints. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $22.35 | | Change 1d | +1.68% | | Change 7d | +1.96% | | Change 30d | -26.58% | | Change 1y | -31.94% | | 52-week high | $47.52 | | 52-week low | $21.77 | | Market cap | $4.5B | | P/E | 10.4 | | EPS | $2.15 | | Next earnings | 2026-11-18 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Shanghai, China | | CEO | Wei Huang | | Employees | 2,434 | | Website | https://www.gds-services.com | | Buildout layers | [Data Centers & Hardware](https://supercyclehq.com/category/data-centers) | ## What the company does 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. ## Role 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Seth Klarman](https://supercyclehq.com/investors/seth-klarman) | Baupost Group | $113.2M | 2.09% | increased | 2026-06-30 | | [Light Street Capital](https://supercyclehq.com/investors/light-street) | Light Street Capital Management | $2.2M | 0.25% | increased | 2026-06-30 | ## Recent news - [GDS Holdings (GDS) Stock May Still Trade At A Discount On Earnings](https://finance.yahoo.com/markets/stocks/articles/gds-holdings-gds-stock-may-051624174.html?.tsrc=rss) (source, 2026-10-25) - [How Investors May Respond To GDS Holdings (GDS) Surge In Implied Volatility And Bearish Analyst Revisions](https://finance.yahoo.com/markets/options/articles/investors-may-respond-gds-holdings-101722765.html?.tsrc=rss) (source, 2026-10-09) - [Are Options Traders Betting on a Big Move in GDS Holdings Stock?](https://finance.yahoo.com/markets/options/articles/options-traders-betting-big-move-130200160.html?.tsrc=rss) (source, 2026-10-07) - [Here's Why You Should Hold on to GDS Holdings Stock for Now](https://finance.yahoo.com/markets/stocks/articles/heres-why-hold-gds-holdings-140400320.html?.tsrc=rss) (source, 2026-09-15) - [GDS Stock Jumps 13% in a Month: Here's What You Should Know](https://finance.yahoo.com/markets/stocks/articles/gds-stock-jumps-13-month-142200521.html?.tsrc=rss) (source, 2026-08-28) ## FAQ ### 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. --- Source: https://supercyclehq.com/stock/gds-holdings. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.