[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.7K followers Created: 2025-07-16 21:01:40 UTC GDS Holdings: H20 Resumption Drives China AI Data Center Rebound, DayOne Shows Strong Growth JPM (G. Hariharan, 25/07/16) JPM states that Nvidia's resumption of H20 shipments to China significantly alleviates the AI server supply bottleneck in China, helping to drive an upward revision of GDS Holdings' China business outlook. Simultaneously, its international subsidiary DayOne continues its strong growth momentum, opening up room for valuation re-rating. H20 Resumption Alleviates Chip Bottleneck, Drives China AI Inference Demand & Valuation Uplift Nvidia's resumption of H20 shipments to China is expected to drive a rebound in domestic AI inference server demand. GDS Holdings stands to benefit from the initial build-out phase of inference compute power in tier-one cities and its collaborations with clients like Alibaba. JPM expects an upward revision of the FY26/27 China AI data center pipeline, noting GDS's lower exposure to training compute power. DayOne International Business Expands Steadily, Large Social Media Clients Drive Mid-to-Long-Term Revenue Potential DayOne, a subsidiary of GDS, has already signed up for over 500MW of client capacity and secured 1.2GW of underlying resources. It is expected to launch its IPO in the second half of 2026, at which point GDS will hold approximately a XX% stake. If valued at 20x FY27E EV/EBITDA, GDS could achieve significant value realization. C-REIT Mechanism Aids Capital Recycling and Supports a New AI Capex Cycle GDS raised capital through its C-REIT listing (oversubscribed by XXX times) and plans to continuously inject mature assets. This is expected to stabilize dividend payout ratios, expand the Free Cash Flow (FCF) pool, and support a new AI-driven capital expenditure cycle domestically, alleviating liquidity pressure before 2026. Core Pricing Stabilizes with Upside Potential, Alibaba Capex Expected to Drive Revenue Growth from 2H25 After two years of消化, pricing in the China IDC market has largely stabilized. High-power density/low-PUE demand related to AI inference will enhance pricing power. Alibaba's Capex plans for the next three years are clear, and with chip availability, orders are expected to materialize, potentially marking a growth inflection point for GDS's core business. XXXXX engagements  **Related Topics** [coins ai](/topic/coins-ai) [china](/topic/china) [gds holdings](/topic/gds-holdings) [Post Link](https://x.com/Jukanlosreve/status/1945589675885994252)
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Jukan @Jukanlosreve on x 22.7K followers
Created: 2025-07-16 21:01:40 UTC
GDS Holdings: H20 Resumption Drives China AI Data Center Rebound, DayOne Shows Strong Growth
JPM (G. Hariharan, 25/07/16)
JPM states that Nvidia's resumption of H20 shipments to China significantly alleviates the AI server supply bottleneck in China, helping to drive an upward revision of GDS Holdings' China business outlook. Simultaneously, its international subsidiary DayOne continues its strong growth momentum, opening up room for valuation re-rating.
H20 Resumption Alleviates Chip Bottleneck, Drives China AI Inference Demand & Valuation Uplift
Nvidia's resumption of H20 shipments to China is expected to drive a rebound in domestic AI inference server demand. GDS Holdings stands to benefit from the initial build-out phase of inference compute power in tier-one cities and its collaborations with clients like Alibaba. JPM expects an upward revision of the FY26/27 China AI data center pipeline, noting GDS's lower exposure to training compute power.
DayOne International Business Expands Steadily, Large Social Media Clients Drive Mid-to-Long-Term Revenue Potential
DayOne, a subsidiary of GDS, has already signed up for over 500MW of client capacity and secured 1.2GW of underlying resources. It is expected to launch its IPO in the second half of 2026, at which point GDS will hold approximately a XX% stake. If valued at 20x FY27E EV/EBITDA, GDS could achieve significant value realization.
C-REIT Mechanism Aids Capital Recycling and Supports a New AI Capex Cycle
GDS raised capital through its C-REIT listing (oversubscribed by XXX times) and plans to continuously inject mature assets. This is expected to stabilize dividend payout ratios, expand the Free Cash Flow (FCF) pool, and support a new AI-driven capital expenditure cycle domestically, alleviating liquidity pressure before 2026.
Core Pricing Stabilizes with Upside Potential, Alibaba Capex Expected to Drive Revenue Growth from 2H25
After two years of消化, pricing in the China IDC market has largely stabilized. High-power density/low-PUE demand related to AI inference will enhance pricing power. Alibaba's Capex plans for the next three years are clear, and with chip availability, orders are expected to materialize, potentially marking a growth inflection point for GDS's core business.
XXXXX engagements
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