GDS Holdings: Stay Buy Rated As Underlying Orders Continue To Grow

Impact · against what's priced in

GDS Holdings sees a positive catalyst from strong AI-driven demand and improving operational efficiency. The scale of YTD bookings exceeding 1GW and a 15% reduction in unit costs provide concrete evidence of margin expansion and revenue visibility.

GDS+0.70

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In context

YTD bookings and reservations exceeding 1GW signal strong forward visibility in the AI infrastructure cycle, while a 15% drop in unit development costs improves the return profile of new assets.

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• data centers▲28%
• china▲28%
• cloud computing
• GDS
• ai infrastructure
• bookings
• gross profit

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