GDS Raises Annual Target to 1 Gigawatt on Unprecedented AI Demand

As the artificial intelligence revolution explodes data center capacity, GDS Holdings is setting a new industry standard with its second-quarter results. The company has achieved the strongest sales momentum in its history, announcing a record target for 2026 and proving that infrastructure investments in AI show no signs of slowing down.

Record Demand Fueled by AI

Led by Founder and CEO William Huang, the company secured 260 megawatts of new bookings in the second quarter. This performance brought total bookings for the first half of 2026 to a record 470 megawatts. Company executives stated that they are well on their way to securing further major agreements with leading customers in the current quarter, emphasizing that this momentum is not merely a temporary wave.

■Total bookings for the first half of the year reached 470 megawatts.

■Second-quarter performance marks the strongest sales momentum the company has ever recorded.

■Additional major deals are expected to close in the current quarter.

The 1 Gigawatt Milestone and Contractual Certainty

Driven by robust demand, GDS Holdings confidently raised its full-year 2026 sales target to 1 gigawatt. Underpinning this target are the binding "take-or-pay" commitments included in all of the company's sales agreements. These contracts guarantee payment even if customers do not utilize the capacity, thereby significantly enhancing financial predictability.

■Annual sales target revised to 1 gigawatt.

■All agreements include binding "take-or-pay" commitments.

■Delivery dates extend up to 4 quarters following the booking.

From a global capital flows perspective, GDS's performance confirms that AI infrastructure demand is not just a passing fad but a massive capital flow transforming into physical capacity. The "take-or-pay" commitments render cash flows highly predictable, offering risk-on investors a leveraged entry point to direct AI growth.