GDS Holdings vs Keppel DC REIT
GDS Holdings is larger by market cap ($6.5B vs $4.2B). GDS Holdings reports higher tracked revenue ($1.6B vs $345M). GDS Holdings's primary segment is Data Center REITs; Keppel DC REIT's is Data Center Operators (Colo).
Shared segment: AI & Data Center.
Side-by-side
| GDS Holdings | Keppel DC REIT | |
|---|---|---|
| Market cap | $6.5B | $4.2B |
| Revenue | $1.6B (FY2025) | $345M (FY2025) |
| Primary segment | Data Center REITs | Data Center Operators (Colo) |
| Market position | major | niche |
| Country | China | Singapore |
| Tracked suppliers | 4 | 4 |
| Tracked customers | 5 | 5 |
| Chokepoint / criticality | 8/100 | 6/100 |
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 GDS Holdings and Keppel DC REIT compare
- Size: GDS Holdings is the larger company by market cap.
- Revenue: GDS Holdings reports higher tracked revenue.
- Supply-chain criticality: GDS Holdings has the higher chokepoint score (8/100 vs 6/100).
- Footprint: GDS Holdings (China) vs Keppel DC REIT (Singapore).