GDS Holdings Limited
Thesis
Gavin Baker mentions owning GDS, the largest data center company in China, as a way to capitalize on the growth of AI and data center demand in the region.
Did it work?
inconclusive
confidence: low
The pitch is a general long thesis on GDS as a play on AI-driven data center demand in China, but no price performance is provided and the time elapsed since the pitch is unknown. Without either a return figure or confirmation of specific thesis events (e.g., realized AI/data center demand growth translating into GDS results) anchored to the pitch date, there is no basis to judge success or failure. The verdict must remain open.