Demand GrowthEmergence of DeepSeek will bolster domestic data center demand in China, driven by increasing investment in the AI industry, particularly in inferencing applications.
Financial StrategyUpcoming GDS international IPO and REIT issuance serve as catalysts, which will accelerate the deleveraging of the company and create a new channel for raising capital.
Market PositionGDS is the largest player, with a c.7% market share in the carrier-neutral data centre market in China.