#Netherlands #Amsterdam #Digital Infrastructure #AI Investments #SWI Group

SWI Group's Transformation to Digital Infrastructure

In a significant shift that reflects the ongoing evolution in the investment landscape, SWI Capital Holding Ltd, traded on Euronext Amsterdam under the ticker SWICH, has officially reaffirmed its strategic transition towards digital infrastructure. This pivotal move sees over 80% of the Group's capital now allocated to a burgeoning transatlantic digital-infrastructure platform, aiming to raise this allocation to 90% in due course.

Strategic Acquisition and Growth Plans

The announcement is underscored by SWI Group’s recent acquisition of a controlling stake of more than 70% in Genesis Digital Assets (GDA), which will soon be rebranded as SWI Digital. By leveraging this newly acquired stake, SWI Group aspires to establish a robust US-focused digital infrastructure platform that supports the growing demand in the AI and high-performance computing sectors.

Under the seasoned leadership of co-founders Max-Hervé George and Jaume Sabater, the firm has not only navigated its development as a publicly listed investment entity but is also strategically aligning its future with high-growth markets. The Group has set its sights on a double-digit growth trajectory for 2026, propelled by its intense focus on AI infrastructure and data center operations.

Investment Overview and Portfolio Development

SWI Group has firmly anchored its digital infrastructure strategy over the past few years. Its efforts have resulted in a powerful portfolio, boasting a combined power capacity of exceeding 4 GW across European and American markets. This commitment to digital infrastructure broadens the Group's reach and positions it favorably against the backdrop of rising AI demands.

The firm’s digital investments are predominantly centered around two key platforms:

• - AiOnX - An AI-infrastructure platform in Europe that is developing portfolios of hyperscale, AI-ready data centers in countries including Ireland, the UK, Denmark, Spain, and Italy.
• - SWI Digital (formerly GDA) - A platform specifically catering to the US market, with significant land and energy assets geared to meet the demands of AI and computing requirements.

These platforms will enable SWI Group to strengthen its role within the AI infrastructure chain by delivering GPU-accelerated computing solutions to various sectors, including enterprises and research institutions.

Polarise Partnership Update

In addition to its digital initiatives, SWI Group has recently altered its approach to a previously announced partnership with Polarise. Rather than pursuing ownership, which emphasized majority control, SWI Group has opted to offer financial backing instead. This strategic financing aims to facilitate Polarise's expansion while allowing both entities to retain their operational independence.

Diversified Investment Strategy

SWI Group is not abandoning its diversified investment strategy. Beyond digital infrastructure, the company continues to foster its interests across various sectors. This includes:

• - European Industrial and Logistics Real Estate through investments in SERT, a listed company on the Singapore Stock Exchange.
• - US Multifamily Residential Investments via Varia US, which is also publicly listed.
• - An emerging focus on opportunities in culture, sport, and entertainment, where attractive investment prospects are identified ahead of broader market consensus.

As per the comments from the leadership, Max-Hervé George stated, “Our transformation into a listed investment group has given us the financial versatility and speed required to engage with trends that will shape the coming decade.” Jaume Sabater further commented on their focus, stating that their listing has enabled them to strategically invest using their capital with precision, underscoring the value generated through the recent control acquisition of GDA.

SWI Group is keen to navigate the rapidly changing dynamics of digital infrastructure, employing a clear focus on AI-driven growth. As this strategy unfolds and investments yield results, stakeholders and investors alike will be monitoring closely, as the Group is poised to establish itself firmly in a major growth sector moving forward.