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Sources: data center operator Switch filed confidentially for a US IPO, and a listing could take place as soon as November; Ben Horowitz is joining its board (Bailey Lipschultz/Bloomberg)

Switch, a major data center operator, has filed confidentially for a U.S. IPO with a potential listing as early as November, signaling renewed investor confidence in the critical infrastructure sector and suggesting consolidation opportunities may emerge as capital becomes available. The addition of venture capitalist Ben Horowitz to Switch's board indicates a strategic shift toward innovation and growth acceleration, which could intensify competition for talent and investment in the data center market. CIOs and technology leaders should monitor this development as it may impact pricing, service offerings, and partnership opportunities within their critical infrastructure vendor landscape.