Compare · GDS vs NBIS
GDS vs NBIS
Side-by-side comparison of GDS Holdings Limited (GDS) and Nebius Group N.V. (NBIS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both GDS and NBIS operate in Computer Software: Programming Data Processing (Technology), so they compete in similar markets.
- NBIS is the larger of the two at $57.84B, about 8.5x GDS ($6.81B).
- Over the past year, GDS is up 33.3% and NBIS is up 323.2% - NBIS leads by 289.9 points.
- NBIS has been more active in the news (13 items in the past 4 weeks vs 11 for GDS).
- GDS has more recent analyst coverage (25 ratings vs 16 for NBIS).
- Company
- GDS Holdings Limited
- Nebius Group N.V.
- Price
- $34.73+2.06%
- $222.42-2.41%
- Market cap
- $6.81B
- $57.84B
- 1M return
- -20.34%
- +20.42%
- 1Y return
- +33.27%
- +323.17%
- Industry
- Computer Software: Programming Data Processing
- Computer Software: Programming Data Processing
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2016
- 2011
- News (4w)
- 11
- 13
- Recent ratings
- 25
- 16
GDS Holdings Limited
GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China. The company provides colocation, managed hosting, and managed cloud services, as well as consulting services to the cloud, internet and banking industries. The company serves cloud service providers, Internet companies, financial institutions, telecommunications and IT service providers, and large domestic private sector and multinational corporations. The company has a strategic partnership with GIC Private Limited to develop and operate hyperscale build-to-suit data centers in China. GDS Holdings Limited was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.
Latest GDS
- Director Ye Judy Qing sold $1,354,104 worth of American Depositary Shares (37,394 units at $36.21), closing all direct ownership in the company (SEC Form 4)
- SEC Form 6-K filed by GDS Holdings Limited
- GDS to Hold Annual General Meeting on June 25, 2026
- New insider Chen Kathy Hua claimed ownership of 50,000 units of American Depositary Shares (SEC Form 3)
- EVP, sales and service Zhang Kejing acquired 17,313 units of American Depositary Shares and covered exercise/tax liability with 5,899 units of American Depositary Shares, increasing direct ownership by 41% to 39,592 units (SEC Form 4) (tax withholding)
- SEC Form 6-K filed by GDS Holdings Limited
- SEC Form 6-K filed by GDS Holdings Limited
- GDS Announces Resignation and Appointment of Independent Director and Audit Committee Chair
- GDS Holdings Limited Reports First Quarter 2026 Results
- SEC Form 6-K filed by GDS Holdings Limited
Latest NBIS
- Nebius chooses Kao Data's Harlow campus for major AI infrastructure deployment
- Nebius expands in UK with more NVIDIA-powered infrastructure, more customers, and more cloud capabilities for agentic and enterprise AI
- Chief Technology Officer Shtan Danila sold $3,746,448 worth of Class A Shares (15,678 units at $238.96) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 291,700 units (SEC Form 4)
- Chief Revenue Officer Boroditsky Marc sold $2,976,333 worth of Class A Shares (10,776 units at $276.20), decreasing direct ownership by 29% to 26,886 units (SEC Form 4) to cover withholding tax
- CFO Alonso Sanchez Maria Del Dado sold $416,786 worth of Class A Shares (1,509 units at $276.20), decreasing direct ownership by 11% to 12,672 units (SEC Form 4) (tax liability)
- BNP Paribas Exane initiated coverage on Nebius Group N.V. with a new price target
- Nebius to present at BofA Global Technology conference
- Amendment: SEC Form 20-F/A filed by Nebius Group N.V.
- General Counsel Tal Boaz sold $1,016,905 worth of Class A Shares (5,100 units at $199.39) as part of a pre-agreed trading plan, decreasing direct ownership by 6% to 80,754 units (SEC Form 4)
- Nebius and Bloom Energy partner to power AI infrastructure build-out