$GDS-SW(09698)$ just secured a massive order in Q1 2025, the biggest in its history in China, spanning 40,000 square meters with 152 MW across two locations. This is a clear sign of the booming AI sector. With its strong land and power resources, GDS is perfectly positioned to meet the needs of major cloud and internet players. I’m holding firm on this one, expecting even bigger returns ahead.
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