GDS Holdings competitors

As of 2026-10-09, GDS Holdings's closest competitors in Data Center REITs are Equinix, Digital Realty and American Tower. wafergraph tracks 6 companies in Data Center REITs; GDS Holdings is positioned as a market major there with a market cap of $6.1B, and the largest competitor by market cap is Equinix at $99.8B.

See Equinix, GDS Holdings' largest tracked competitor by market cap →

Data as of 2026-10-09 · peers = companies sharing GDS Holdings's primary Data Center REITs segment in the wafergraph taxonomy · ordered by market position, then market cap

Who competes with GDS Holdings

Suppliers GDS Holdings shares with its competitors

  • Vertiv shared with 5 of GDS Holdings's top competitors
  • Schneider Electric shared with 5 of GDS Holdings's top competitors
  • Eaton shared with 5 of GDS Holdings's top competitors
  • Delta Electronics shared with 5 of GDS Holdings's top competitors

A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.

Customers GDS Holdings shares with its competitors

Frequently asked questions3
Who are GDS Holdings's competitors?
GDS Holdings's closest competitors in Data Center REITs are Equinix, Digital Realty and American Tower; wafergraph tracks 5 rivals in that segment.
Who is GDS Holdings's largest competitor?
Equinix is the largest Data Center REITs competitor by market cap ($99.8B).
How many companies compete in Data Center REITs?
wafergraph tracks 6 companies in Data Center REITs, including GDS Holdings.

Cite as: wafergraph, “GDS Holdings competitors — 5 rivals in Data Center REITs, compared”, https://wafergraph.com/competitors/gds (data as of 2026-10-09).

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