#Netherlands #Amsterdam #Digital Infrastructure #SWI Group #Genesis Digital Assets

SWI Group Accelerates Digital Infrastructure Transition

In a significant move, SWI Capital Holding Ltd, known as SWI Group, is redoubling its commitment to digital infrastructure. The listed investment firm, trading on Euronext Amsterdam under the symbol 'SWICH', announced that more than 80% of its total capital is now allocated to a transatlantic digital infrastructure platform boasting over 4 GW of capacity. The group's goal is to increase this share to over 90% in the foreseeable future.

Major Acquisition and Future Endeavors

The firm has finalized the acquisition of a majority stake over 70% in Genesis Digital Assets (GDA), which will soon be rebranded as SWI Digital. This acquisition marks a pivotal moment for SWI Group as they aim to develop their own High-Performance Computing (HPC) and GPU as a service platforms. With ongoing collaborations evolving with partners like Polarise, SWI Group is situated for robust growth, forecasted to be in double digits for 2026.

Under the leadership of co-founders Max-Hervé George and Jaume Sabater, SWI Group has transformed from a traditional asset management firm into a dynamic investment group focused on seizing opportunities across private markets. This strategy emphasizes the development of investments centered around data centers and AI infrastructures, signaling a substantial pivot in their operational model.

Investments in Digital Infrastructure

SWI Group's digital infrastructure focus has been reinforced by strategic investments made over the past five years, creating a portfolio that exceeds 4 GW across both American and European markets.

• - AiOnX: This European AI infrastructure platform is poised to develop a range of hyperscale data center complexes across several key countries, including Ireland, the UK, Denmark, Spain, and Italy.
• - SWI Digital (GDA): The US arm will facilitate SWI's expansion into one of the largest and most rapidly evolving markets for AI and HPC. This segment will include a portfolio of connected land parcels developed to enhance SWI's operational capabilities on this side of the Atlantic.

Advancing Beyond Real Estate

SWI Group is not only focusing on land and energy but is also moving up the value chain towards AI computing. The company plans to leverage its experienced team and strong balance sheet to develop an in-house AI cloud platform designed to provide GPU-accelerated computing capabilities to diverse partners, including businesses and research institutions.

As a result of integrating AiOnX's and SWI Digital's properties with their HPC capabilities, SWI Group aims to deliver valuable offerings at every level of the AI infrastructure chain.

New Directions with Polarise Partnership

In line with their forward-thinking approach, SWI has opted to pivot from the original terms of its earlier announced partnership with Polarise. Instead of acquiring a majority stake, SWI intends to offer financial support to assist Polarise in restructuring, while allowing both entities to maintain their independence and pursue their growth trajectories separately.

Strategic Initiatives Beyond Digital Infrastructure

Despite the pronounced shift towards digital infrastructures, SWI Group continues to manage a diversified portfolio that includes:

• - European industrial and logistics real estate through SERT, a company listed on the Singapore Exchange.
• - U.S. multifamily residential real estate via Varia US, which is listed on the SIX Swiss Exchange.
• - Emerging investments focused on culture, sports, and entertainment, sectors identified as having intriguing investment opportunities.
• - An opportunistic strategy to explore various asset classes across different markets, including distressed situations and financial assets.

Max-Hervé George, co-founder and CEO of SWI Group, expressed that their transformation to a public investment group equips them with the necessary financial power and flexibility to support trends projected to shape the next decade. "Digital infrastructure lies at the heart of these beliefs, and the inception of SWI Digital represents a defining moment for our organization," he remarked.

Jaume Sabater, co-founder of SWI Group, emphasized the advantages derived from their entrance onto Euronext Amsterdam, stating that it allows for a disciplined and conviction-driven investment approach, facilitating rapid and large-scale value creation. The acquisition of a majority stake in GDA serves as a testament to this evolving strategy.

In summary, SWI Group is set to reshape its investment landscape significantly, focusing on digital infrastructure as a core driver of future value creation. Its proactive steps reflect a broader trend in the industry, highlighting the importance of responsiveness and innovation in a competitive investment environment.