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Daily Lee

Research Analyst at Bank of America Securities

Daily Lee is an Analyst at Bank of America Securities, specializing in coverage of the business services sector with a primary focus on companies like GDS Holdings. Over the past year, Lee has covered 3 publicly traded companies and is recognized for a solid performance record, achieving a 4.78-star rating on TipRanks and maintaining a success rate of approximately 53%. Lee began their analyst career at Bank of America Securities and has actively participated in earnings call discussions with executives from firms such as GDS Holdings. Lee's credentials include demonstrable expertise in equity analysis and sector coverage, as well as a commitment to professional development through industry research platforms.

Daily Lee's questions to GDS Holdings (GDS) leadership

Question · Q3 2025

Daily Lee asked for more color on the AI exposure within GDS's recent new orders, specifically the percentage from AI and the split between inferencing and training models. Lee also inquired about the impact of the China government's Q2 window guidance to tighten data center supply.

Answer

Dan Newman, GDS CFO, stated that new bookings for 2025 are expected to reach nearly 300 megawatts, with approximately 65% being AI-related. This AI demand in Tier 1 markets is primarily for inferencing or a combination of inferencing and training, deployed within established cloud regions. William Huang, GDS Founder, Chairman, and CEO, acknowledged the window guidance in Tier 1 markets but noted GDS is well-prepared with 900 megawatts of powered land already secured in or near Tier 1 markets. In remote areas, power is abundant, and local governments encourage data center development.

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