GDS lifts EBITDA outlook as AI-driven bookings hit record
China's largest third-party data center operator reported a 838 million yuan second-quarter profit, as it doubled its 2026 sales target and raised its full-year guidance Key Takeaways: GDS Holdings posted…
GDS commits up to 50 billion yuan to capture booming AI data center demand
China’s largest independent data center operator said it plans to spend between 30 billion yuan and 50 billion yuan on new facilities over the next three years Key Takeaways: GDS…
After years on the sidelines, VNET seizes on China’s AI moment with new CATL tie-up
China’s oldest independent data center operator is finding its footing in the AI era, helped by a new $1 billion investment from battery champion CATL Key Takeaways: Once a data…
BRIEF: DayOne explores $5 billion dual listing in U.S., Singapore
DayOne Data Centers Ltd., the global affiliate of Chinese data center operator GDS Holdings Ltd. (GDS.US: 9698.HK), is considering dual listings in Singapore and the U.S., as it seeks money…
AI demand helps GDS end years of losses – with a one-time gain assist
The data center operator recorded faster bookings and greater utilization on surging demand for AI computing, though asset impairments and heavy debt are clouding its profit picture Key Takeaways: GDS…
GDS bets on new AI cycle while balancing expansion, deleveraging
The data center operator has begun listing its real estate assets to pay down debt as it races to capitalize on growing demand for AI computing Key Takeaways: Data center…
SUNeVision profit rises, but near-term pressures worry investors
The Hong Kong data center operator’s revenue rose 10% in its fiscal year through June, fueled by demand from AI applications and cross-border data traffic Key Takeaways: SUNeVision’s revenue rose…
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