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 $61.55B, about 9.8x GDS ($6.28B).
- Over the past year, GDS is down 6.3% and NBIS is up 253.4% - NBIS leads by 259.7 points.
- NBIS has been more active in the news (22 items in the past 4 weeks vs 1 for GDS).
- GDS has more recent analyst coverage (25 ratings vs 18 for NBIS).
- Company
- GDS Holdings Limited
- Nebius Group N.V.
- Price
- $31.38+0.90%
- $232.26+10.25%
- Market cap
- $6.28B
- $61.55B
- 1M return
- -1.41%
- +19.25%
- 1Y return
- -6.33%
- +253.41%
- Industry
- Computer Software: Programming Data Processing
- Computer Software: Programming Data Processing
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2016
- 2011
- News (4w)
- 1
- 22
- Recent ratings
- 25
- 18
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
- SEC Form 6-K filed by GDS Holdings Limited
- Amendment: SEC Form SCHEDULE 13G/A filed by GDS Holdings Limited
- SEC Form 6-K filed by GDS Holdings Limited
- GDS Holdings Limited Reports Second Quarter 2026 Results
- EVP, sales and service Zhang Kejing acquired 12,166 units of American Depositary Shares, increasing direct ownership by 31% to 51,758 units (SEC Form 4)
- Executive VP, operation Qian Yixin acquired 12,800 units of American Depositary Shares, increasing direct ownership by 19% to 79,665 units (SEC Form 4)
- Officer Liang Yan acquired 11,166 units of American Depositary Shares, increasing direct ownership by 14% to 90,824 units (SEC Form 4)
- Chief financial officer Newman Daniel Antony acquired 51,374 units of American Depositary Shares, increasing direct ownership by 5% to 1,040,758 units (SEC Form 4)
- Chairman and CEO Huang William Wei acquired 53,334 units of American Depositary Shares, increasing direct ownership by 27% to 254,222 units (SEC Form 4)
- SEC Form 6-K filed by GDS Holdings Limited
Latest NBIS
- Palantir and Nebius Partner to Deliver a Complete Sovereign AI Stack to Palantir Customers
- Director Weigand Matthew Robert was granted 1,352 units of Class A Shares, increasing direct ownership by 10% to 14,987 units (SEC Form 4)
- Director Ryan Charles E was granted 1,352 units of Class A Shares, increasing direct ownership by 0.50% to 273,885 units (SEC Form 4)
- Director Grimme Arne was granted 1,352 units of Class A Shares, increasing direct ownership by 30% to 5,885 units (SEC Form 4)
- Director Radinsky Kira was granted 1,352 units of Class A Shares, increasing direct ownership by 9% to 16,754 units (SEC Form 4)
- Director Bunina Elena was granted 1,352 units of Class A Shares, increasing direct ownership by 13% to 12,124 units (SEC Form 4)
- COO Nave Ophir was granted 1,352 units of Class A Shares, increasing direct ownership by 0.14% to 954,685 units (SEC Form 4)
- CEO Volozh Arkadiy was granted 1,352 units of Class A Shares, increasing direct ownership by 0.16% to 823,014 units (SEC Form 4)
- Director Boynton John Wilson Iv was granted 1,352 units of Class A Shares, increasing direct ownership by 0.33% to 417,196 units (SEC Form 4)
- CFO Alonso Sanchez Maria Del Dado sold $92,120 worth of Class A Shares (470 units at $196.00), decreasing direct ownership by 4% to 12,202 units (SEC Form 4) to satisfy withholding obligation