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SWI Group Steps Up Digital Infrastructure Investments for Growth

In a significant strategic shift, SWI Capital Holding Ltd, known as SWI Group, has confirmed that over 80% of its capital is now directed towards digital infrastructure investments. This shift comes as the company continues its ambitious journey to reshape its business model and expand its footprint in the rapidly evolving digital landscape. The company aims to increase its commitment to over 90% in the near future.

Major Acquisition and Capital Allocation

SWI Group has finalized its previously announced acquisition of more than 70% of Genesis Digital Assets (GDA), which is set to be rebranded as SWI Digital. This acquisition not only enhances SWI Group's presence in the digital infrastructure market but also signifies its commitment to building a robust portfolio focused on high-performance computing (HPC) and artificial intelligence (AI) facilities. The company's strategy revolves around the belief that digital infrastructure will be central to future economic growth.

Under the leadership of co-founders Max-Hervé George and Jaume Sabater, the company's approach combines a strong entrepreneurial spirit with prudent institutional discipline. This hybrid approach is designed to leverage SWI Group's financial strength while enabling agility in capturing emerging market opportunities. Specifically, SWI's investment strategy now prioritizes data centers and AI infrastructure, expecting to see double-digit growth by 2026.

Strategic Partnerships and Growth Opportunities

In an effort to strengthen its position in the digital arena, SWI Group has partnered with investment firm Morgan Stanley to serve as its exclusive financial advisor throughout the acquisition process. This partnership is expected to bolster SWI's strategies for expanding its digital infrastructure capacity. The company has also outlined plans to build its own HPC and GPU-as-a-service platform. As part of its integrated approach, SWI Group is developing two key platforms:
1. AiOnX: A European AI infrastructure platform, focusing on scalable data center campuses across Ireland, the UK, Denmark, Spain, and Italy.
2. SWI Digital: Centred in the United States, this initiative is focused on providing network-connected, energy-efficient land that will bolster SWI's competitive edge in one of the world's largest and fastest-growing AI and HPC markets.

Emphasizing Value Creation through Digital Infrastructure

SWI Group has continuously invested in digital infrastructure over the past five years, constructing a portfolio that boasts a combined energy generation capacity exceeding 4 GW. With a keen focus on ensuring long-term value creation, the company has strategically allocated over 80% of its capital to the digital realm, with plans to exceed this figure soon. This robust investment reflects a well-considered understanding of the market's trajectory and the indispensable role of digital infrastructure in sustaining economic growth.

SWI Group aims to vertically integrate its digital infrastructure capabilities to provide a seamless service model for customers, tapping into every segment of the AI infrastructure value chain. This integration is anticipated to yield sustained competitive advantages and better value capture across its operations.

Adjustments in Strategic Partnerships

In a notable shift regarding its partnership with Polarise, SWI Group has decided not to proceed with acquiring a majority stake in the firm as initially planned. Instead, the company will assist Polarise in optimizing its corporate structure while allowing both entities to operate independently. This strategic recalibration demonstrates SWI's nimble approach to partnership and investment while maintaining a clear focus on its core mission of transforming into a digital infrastructure powerhouse.

Continued Diversification Beyond Digital Infrastructure

Beyond its digital commitments, SWI Group houses a diverse array of investments across various sectors, including:

• - European Industrial and Logistic Real Estate: Managed through SERT, a listed company on the Singapore Exchange.
• - Multi-family Housing Investments in the U.S.: Through Varia US, listed on the SIX Swiss Exchange.
• - Cultural, Sports, and Entertainment Ventures: Identifying unique investment opportunities that predate institutional consensus.
• - Opportunistic Investment Strategy: Targeting varied market situations, including crises, to uncover valuable assets.

Focusing on digital infrastructure signals the group's intent to dynamically position itself within the investment landscape. Max-Hervé George remarked on the strategic significance of this focus, noting that SWI Digital's creation marks a pivotal advancement for the group. Jaume Sabater further highlighted how listing on Euronext Amsterdam has empowered SWI Group to pursue investments with conviction and discipline, accelerating value generation on an impressive scale.

As SWI Capital Holding Ltd continues its transformation, it remains steadfast in its goal of navigating the complexities of the digital age, ensuring that it remains at the forefront of innovation while adhering to its commitment to operational excellence and value creation.