$GDS-SW(09698)$ AI has become

$GDS-SW(09698)$ AI has become the battleground for tech giants, and $BABA-W(09988)$ has made a bold statement in its Q3 2025 earnings report, declaring that it will invest more in cloud and AI infrastructure over the next three years than in the past decade combined. This strategic move has sent ripples across the capital markets, with a significant impact on the stock price of GDS Holdings.

As the core IDC supplier for Alibaba Cloud, GDS is uniquely positioned with its deep ties to the company, handling over 40% of Alibaba Cloud’s data center orders in China. With Alibaba ramping up its AI investments, the demand for data centers is set to soar, directly fueling GDS's business growth.

Given the strong market outlook, GDS’s stock price is shining bright.

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There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/e75026c6c563da0b5df96000c4a27536","width":"696","height":"1122"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e75026c6c563da0b5df96000c4a27536","width":"696","height":"1122"}],"html":"<html><head></head><body> <a data-mention-id=\"09698\" class=\"teditor-mention\" data-mention-name=\"GDS-SW\" href=\"https://ttm.financial/S/09698\">$GDS-SW(09698)$</a> AI has become the battleground for tech giants, and <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"BABA-W\" href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> has made a bold statement in its Q3 2025 earnings report, declaring that it will invest more in cloud and AI infrastructure over the next three years than in the past decade combined. This strategic move has sent ripples across the capital markets, with a significant impact on the stock price of GDS Holdings. As the core IDC supplier for Alibaba Cloud, GDS is uniquely positioned with its deep ties to the company, handling over 40% of Alibaba Cloud’s data center orders in China. With Alibaba ramping up its AI investments, the demand for data centers is set to soar, directly fueling GDS's business growth. Given the strong market outlook, GDS’s stock price is shining bright.<img src=\"https://community-static.tradeup.com/news/e75026c6c563da0b5df96000c4a27536\" tg-width=\"696\" tg-height=\"1122\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"09698\" class=\"teditor-mention\" data-mention-name=\"GDS-SW\" href=\"https://ttm.financial/S/09698\">$GDS-SW(09698)$</a> AI has become the battleground for tech giants, and <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"BABA-W\" href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> has made a bold statement in its Q3 2025 earnings report, declaring that it will invest more in cloud and AI infrastructure over the next three years than in the past decade combined. This strategic move has sent ripples across the capital markets, with a significant impact on the stock price of GDS Holdings. 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As the core IDC supplier for Alibaba Cloud, GDS is uniquely positioned with its deep ties to the company, handling over 40% of Alibaba Cloud’s data center orders in China. With Alibaba ramping up its AI investments, the demand for data centers is set to soar, directly fueling GDS's business growth. 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