GDS Holdings (GDS US): Best Play on China AI Infra With Chips-Geo Clarity and Hyperscaler Capex
GDS US offers the best bet on China AI Infra with its dual growth engine (domestic and new international) now that there is Chips and Geopolitics...
398 Views
LONG GDS: A High-Beta Asia Digital Infrastructure DC Operator
We think GDS is a high beta play on Asia DC market operators, on the back of its flexible capital recyling, high velocity AI execution, as well as...
332 Views
Primer: GDS Holdings (ADR) (GDS US) - Nov 2025
GDS is a leading developer and operator of high-performance data centers in China, strategically positioned to capitalize on the country's rapid...
447 Views
VNET Group (VNET US) - Re-Rating On: Clarity on Chips, Geopolitics, and Hyperscaler Capex
Please check the recent upgrade note we published on VNET (link below). The thesis has only become stronger post the 3Q (execution, leverage, no...
416 Views
Implication of Deepseek on China Data Centers: Buy GDS and VNET, Not Too Late to Chase the Rally!
We explored the recent launches of AI model, e.g. Deepseek, discuss the implication to Data Centers. Despite GDS and VNET were up 3x for last 12...
787 Views