NVDA’s CES 2026: Architectural Implications for Data Center Operators GDS and VNET
We think NVDA's CES 2026 has profound implications on DC operators like GDS and VNET. The transition means a total recalibration of power...
636 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...
435 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...
516 Views
Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore
Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...
122 Views
EVs: THE NEW AI TOKEN FACTORIES
Guoxia Tech (2655 HK) has surged 53% over 2 days on high volume. The driver is a continuation of the AI-linked energy storage re-rating that began...
177 Views