Equinix vs GDS Holdings
Equinix is larger by market cap ($101.9B vs $6.5B). Equinix reports higher tracked revenue ($9.2B vs $1.6B). Both are primarily Data Center REITs companies.
Shared segment: AI & Data Center.
Side-by-side
| Equinix | GDS Holdings | |
|---|---|---|
| Market cap | $101.9B | $6.5B |
| Revenue | $9.2B (FY2025) | $1.6B (FY2025) |
| Primary segment | Data Center REITs | Data Center REITs |
| Market position | leader | major |
| Country | United States | China |
| Tracked suppliers | 12 | 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 Equinix and GDS Holdings compare
- Size: Equinix is the larger company by market cap.
- Revenue: Equinix reports higher tracked revenue.
- Supply-chain criticality: Equinix has the higher chokepoint score (81/100 vs 8/100).
- Footprint: Equinix (United States) vs GDS Holdings (China).