/PRNewswire/ — Listed investment group SWI Capital Holding Ltd (Euronext Amsterdam: SWICH) (“SWI Group”) today confirms the strategic realignment that has fundamentally changed its business strategy over the past year: over 80% of the Group’s capital is now invested in a transatlantic digital infrastructure platform with a capacity of over 4 GW, with the aim of increasing this share to 90%.
- The SWI Group confirms the completion of the previously announced acquisition of a majority stake of over 70% in Genesis Digital Assets (GDA), which will henceforth operate under the name SWI Digital
- The share of the digital infrastructure in the SWI Group’s capital expenditure is now more than 80%, and in the long term this share is to be increased to over 90%
- SWI Group will develop its own HPC and GPU-as-a-Service platform – The partnership with Polarise is developing into a financial collaboration
- The SWI Group expects double-digit growth for 2026
Under the leadership of co-founders Max-Hervé George and Jaume Sabater, the SWI Group developed into a listed investment group that, in addition to its established asset management activities, invests its equity in high-growth opportunities in the private market. The group is driving the growth of its own investment activities, focusing primarily on data centers and AI infrastructure; He expects double-digit balance sheet growth for 2026.
SWI DIGITAL
With the support of Morgan Stanley & Co LLC, which acted as exclusive financial advisor for the acquisition, SWI Group has acquired, through acquisitions and restructuring, a controlling interest of over 70% in GDA, which will be renamed SWI Digital and will serve as the Group’s US market-focused digital infrastructure platform.
DIGITAL INFRASTRUCTURE AS A MOTOR OF VALUE CREATION
SWI Group has strategically aligned its capital allocation towards digital infrastructure and has invested consistently in this sector over the last five years to build a portfolio in Europe and the US with a total capacity of over 4 GW. Currently, more than 80% of the SWI Group’s capital flows into the digital infrastructure, and this share is expected to increase to over 90% over time. SWI Group’s investments in digital infrastructure are focused on two platforms:
- AiOnX – SWI’s European AI infrastructure platform, building a portfolio of hyper-scalable, AI-ready data center campuses in Ireland, the UK, Denmark, Spain and Italy. One location has already been secured by a leading hyperscale tenant.
- SWI Digital (GDA) – SWI’s US market-focused digital infrastructure group with a well-developed and networked real estate portfolio, giving SWI a significant presence in the world’s largest and fastest growing market for AI and high performance computing capabilities.
FROM LAND AND POWER TO COMPUTING POWER: HPC AND GPU-AS-A-SERVICE
Beyond owning land, electricity and data center capacity, the SWI Group is moving further up the value chain towards AI computing power. The Group will leverage its own highly experienced team and strong balance sheet structure to internally develop its proprietary AI cloud platform to provide GPU-accelerated computing power to enterprises, research institutions and AI developers.
By combining AiOnX and GDA’s energized sites with the group’s HPC layer, SWI has a vertically integrated digital infrastructure stack, enabling the group to generate value at every level of the AI infrastructure chain.
POLARIZE-TRANSAKTION
In connection with the partnership with Polarise announced earlier this year, SWI has decided not to pursue the completion of this transaction as originally planned.
Instead of acquiring a majority stake in Polarise, SWI Group will provide financing to support Polarise’s founders in restructuring the company’s structure and further development, while the two companies will remain separate and follow their own independent paths.
STRATEGIC INITIATIVES BEYOND DIGITAL INFRASTRUCTURE
In addition to the digital infrastructure, the SWI Group continues to have a broad portfolio of investments with different return drivers. This includes:
- European industrial and logistics real estate through SERT, an investment-grade company listed on the Singapore Stock Exchange,
- US multi-family residential properties through Varia US, listed on the SIX Swiss Exchange,
- an emerging confidence in culture, sports and entertainment – sectors where SWI Group sees attractive investment opportunities, even before consensus among institutional investors is formed;
- an opportunistic, asset class agnostic strategy that invests in opportunities the Group identifies across a variety of markets, including distressed sales and financial investments.
Max-Hervé George, co-founder and managing director of SWI Group, explained: “Our transformation into a listed investment group has given us the balance sheet strength and flexibility to support the trends we believe will shape the next decade. Digital infrastructure is at the heart of this belief and the creation of SWI Digital is a critical step for the group.”
Jaume Sabater, co-founder of the SWI Group and managing director of Stoneweg, added: “The listing on Euronext Amsterdam has enabled us to focus on the disciplined and targeted investment of our own balance sheet assets. This enables the group to realize value increases quickly and on a large scale. The full acquisition of our majority stake in GDA is the clearest evidence of this strategy to date.”
This press release contains inside information within the meaning of the Market Abuse Regulation (EU) No. 596/2014.
INFORMATION ABOUT SWI GROUP
The SWI Group (SWI Capital Holding Ltd) is a global investment group specializing in private markets and is listed on Euronext Amsterdam under the ticker symbol SWICH. Formed from the merger of Icona and Stoneweg, the group invests its own capital in digital infrastructure, real estate and other investment opportunities in private markets, combining an entrepreneurial approach with institutional discipline. Further information can be found at www.swi.com.
Forward-Looking Statements
This press release contains forward-looking statements, including statements regarding SWI Group’s strategy, portfolio composition and the planned change of name from GDA to SWI Digital. Such statements are based on current expectations and assumptions and are subject to known and unknown risks, uncertainties and other factors that may cause actual results, performance or events to differ materially from those expressed or implied. In particular, there can be no guarantee that any of the transactions, restructurings or listings referred to herein will be completed on the terms described, at all or within the time frames specified. SWI Group undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law. This communication is for informational purposes only and does not constitute, nor does it form part of, an offer or a solicitation to purchase, subscribe for or sell any securities.