GDS Holdings (GDS) – Bullish Setup in the AI-Data Center Boom
GDS Holdings Limited 
GDS is emerging as a key player in Asia’s data infrastructure race, positioned to capitalize on explosive demand for AI-ready, high-density data centers.
🔍 Thesis Summary:
$1.2B Series B Equity Raise Completed
Backed by SoftBank Vision Fund & Ken Griffin, funding will enable >1 GW new capacity. A massive expansion push in China & Southeast Asia, where demand for digital infra is accelerating.
AI Wave = Data Center Surge
GDS is well-positioned to benefit from the rise in AI workloads, which require low-latency, high-power density facilities. Their premium sites in top-tier Asian hubs make them a first-choice provider.
Strategic Advantages Noted by Analysts
Raymond James cites rare access to land & power near major Chinese metros — a barrier to entry that protects margins & boosts scalability.
📊 Trade Setup:
Bullish above $33–$34
Upside target: $50–$52
GDS is emerging as a key player in Asia’s data infrastructure race, positioned to capitalize on explosive demand for AI-ready, high-density data centers.🔍 Thesis Summary:
$1.2B Series B Equity Raise Completed
Backed by SoftBank Vision Fund & Ken Griffin, funding will enable >1 GW new capacity. A massive expansion push in China & Southeast Asia, where demand for digital infra is accelerating.
AI Wave = Data Center Surge
GDS is well-positioned to benefit from the rise in AI workloads, which require low-latency, high-power density facilities. Their premium sites in top-tier Asian hubs make them a first-choice provider.
Strategic Advantages Noted by Analysts
Raymond James cites rare access to land & power near major Chinese metros — a barrier to entry that protects margins & boosts scalability.
📊 Trade Setup:
Bullish above $33–$34
Upside target: $50–$52
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