is-2023_horizontal-white_new
October 15-16, 2025 The Wynn Las Vegas, NV More information

GDS reports 3Q23 results; commentary around the state of AI deployments in China, international development activity

  • January 19, 2024
  • Analyst: Jabez Tan

GDS recently reported its 3Q23 results, which had some interesting commentary and insights around the contrast in hyperscale leasing demand between China and international markets in APAC as well as AI demand and the impact on capital spend. More details below.

 

or