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Morningstar

Morningstar

Jul 01, 2026

GDS Holdings Limited: GDS Earnings: Medium-Term Capex Accelerated to Meet AI Demand; Fair Value Up 16% to HKD 37

Symbols

GDS

Sector(s)

Technology

Rating

Current Price

31.36

Fair Value

Economic Moat

Stewardship

Summary

GDS Holdings started as an IT service provider in 2001, then moved to the data center business with its first self-developed data center opening in 2010. The company now develops and operates data centers in China and also builds, operates, and transfers data centers for other

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