Global Switch Holdings Limited — Cyborg Score 8/10
Strong
Data Centers
Strategic Profile
The Company's focus is on providing high power density suitable for HPC and AI deployments with both air and liquid cooled optionality, as well as highly resilient, central, low latency, network dense locations in prime city centre locations and internet hubs close to its customers on the edge of financial and business districts. Global Switch's data centres in Amsterdam and Paris have been certified by NVIDIA as NVIDIA DGX-Ready Data Centres, capable of supporting liquid-cooled NVIDIA DGX GB200 systems (July 2025). The company is aggressively expanding capacity with London South approved for development in February 2026.
Cyborg Score Rationale
Global Switch demonstrates strong operational fundamentals with investment-grade credit ratings, proven track record since 1998, strategic positioning for AI/HPC growth, and active capacity expansion. However, as a private company owned by Chinese investors (Jiangsu Shagang Group), limited financial transparency and ongoing acquisition discussions present some execution risk.
Top Insights
NVIDIA DGX-Ready certification (July 2025) for Amsterdam and Paris facilities positions Global Switch to capture high-margin AI infrastructure demand
London South expansion will add 27,000 sq m of technical space, taking the London campus to 115,000 sq m with full planning approval (February 2026)
Digital twin partnership with SoftServe announced (February 2026) demonstrates commitment to operational innovation
All European data centres approved as EU Code of Conduct participants, with standards being proactively applied to Asia-Pacific operations (May 2025), securing regulatory compliance advantage
Named Competitors
Equinix — Global interconnection and data center platform
Digital Realty — Data centre and interconnection solutions across 290+ locations
Switch (SUPERNAP) — High-density AI and HPC data centers
Colocation services (Regional) — Neutral colocation in local European/APAC markets
Recent Developments
(February 2026) Global Switch receives full planning approval for London South 40MW data centre expansion
(February 2026) Becomes NVIDIA DGX-Ready Data Centre partner with certified facilities in Amsterdam and Paris
(February 2026) Unveils digital twin data centre operations solution with SoftServe
(May 2025) All European data centres achieve EU Code of Conduct approval for sustainability
(July 2025) Amsterdam and Paris facilities certified as NVIDIA DGX-Ready Data Centres
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