Domestic Business GrowthGrowing inference demand will support GDS’s domestic business growth, with the company well-positioned to capture the increasing demand for data centers in China.
Financial OutlookManagement reaffirmed FY25 guidance for EBITDA and capex, easing concerns about the company's financial outlook and stability.
IPO And REIT IssuanceUpcoming GDS international IPO and REIT issuance serve as catalysts, potentially accelerating the deleveraging of the company and creating a new channel for raising capital.