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GDS Holdings reported record AI-driven data center bookings, raising 2026 sales target to 1GW amid strong hyperscaler demand, though MRR pricing pressure continues and China GPU supply is only gradua…
GDS Holdings raised its 2026 AI data-center bookings target to 1GW from 500MW, citing record hyperscaler demand and doubling backlog, though EBITDA acceleration mainly begins 2027.
Baron Opportunity Fund's Q2 2026 letter highlights strong AI-driven gains, up 27% for the quarter, while noting GDS Holdings dropped despite solid results due to capex concerns and delayed growth inf…