Switch

Switch is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).

US hyperscale data-center operator (DigitalBridge/IFM owned).

Headquarters
United States
Market position
major
Value-chain segment
Data Center Operators (Colo)
Key products
Tier 5 Platinum data center standard, PRIME colocation campuses

About Switch

Switch, headquartered in United States, operates in the Data Center Operators (Colo) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Tier 5 Platinum data center standard, PRIME colocation campuses. wafergraph maps 4 tracked suppliers and 5 tracked customers for Switch across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.

Role in the chain

Switch is a market major in AI & Data Center (Data Center Operators (Colo)), headquartered in United States. US hyperscale data-center operator (DigitalBridge/IFM owned).

Diligence questions

  1. The dataset records 4 tracked suppliers for Switch. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 3 of Switch's tracked suppliers are a monopoly or leader (including Delta Electronics, Schneider Electric, Vertiv). Which of those are actually single-source for the process step you care about?
  3. The dataset names 5 tracked customers for Switch. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Switch is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Switch is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Switch

Key products

  • Tier 5 Platinum data center standard
  • PRIME colocation campuses

Suppliers

Customers

More AI & Data Center companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Switch — supply chain, financials & market position”, https://wafergraph.com/company/switch_dc (data as of 2026-09-05).

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