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