Digital Realty vs GDS Holdings
Digital Realty is larger by market cap ($71.9B vs $6.5B). Digital Realty reports higher tracked revenue ($6.1B vs $1.6B). Both are primarily Data Center REITs companies.
Shared segment: AI & Data Center.
Side-by-side
| Digital Realty | GDS Holdings | |
|---|---|---|
| Market cap | $71.9B | $6.5B |
| Revenue | $6.1B (FY2025) | $1.6B (FY2025) |
| Primary segment | Data Center REITs | Data Center REITs |
| Market position | leader | major |
| Country | United States | China |
| Tracked suppliers | 10 | 4 |
| Tracked customers | 7 | 5 |
| Chokepoint / criticality | 81/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Digital Realty and GDS Holdings compare
- Size: Digital Realty is the larger company by market cap.
- Revenue: Digital Realty reports higher tracked revenue.
- Supply-chain criticality: Digital Realty has the higher chokepoint score (81/100 vs 8/100).
- Footprint: Digital Realty (United States) vs GDS Holdings (China).