Switch is reportedly discussing a multibillion-dollar funding round at a post-money valuation above $50 billion, with Brookfield, KKR and other institutional investors interested. Goldman Sachs and JPMorgan are advising.
何が変わったのか
The contrast with its 2022 take-private deal is stark: DigitalBridge and IFM bought Switch at about $11 billion including debt. The new number reflects AI’s hunger for data-center capacity, especially power-backed campuses.
次に見る点
Switch claims more than 1.5 gigawatts of green-power capacity and plans millions of additional square feet by 2030. An IPO as early as next year would test whether public markets price data-center landlords like AI infrastructure companies.
参考資料：Reuters / The Star, The Information and Switch SEC filing reports on Switch financing；CocoLoop