The CBN Data Rule Has a Satellite Question Nobody Is Asking
The CBN Data Rule Has a Satellite Question Nobody Is Asking On 15 June 2026, the Central Bank of Nigeria issued a circular directing that all payment transaction data generated…
Africa’s digital infrastructure boom has a missing middle.
Africa has attracted major investment into subsea cables, data centres and cloud infrastructure. But digital buildout will depend on how effectively these assets are connected - and whether capacity can…
Africa has digital demand. The real hurdle is turning it into infrastructure investment
Africa’s young population, rising internet use and rapid digitisation make a compelling case for more digital infrastructure. But investors financing data centres, fibre and cloud capacity need more than potential:…
Africa wants more data centres. Can it compete for the investment?
Africa’s growing digital economy is creating demand for data centres and AI infrastructure, but demand alone will not bring global capital. As investment accelerates worldwide, African cities must compete on…
Africa’s digital infrastructure problem does not end with a licence
African governments want more investment in fibre, data centres and digital infrastructure. But operators say securing a licence can be only the beginning of a much herculean journey through multiple…
Africa’s immediate AI opportunity is inference, not frontier models
Africa should continue developing its own models and research capabilities. But its most immediate commercial opportunity lies in deploying artificial intelligence to solve local problems - not competing immediately in…
No power, no compute: the infrastructure behind Africa’s AI ambitions
Africa’s artificial-intelligence plans will ultimately depend on a physical system of electricity, cooling, connectivity and resilient data centres. Without that foundation, announcements of new models and computing capacity will remain…
From fragmented workloads to bankable AI infrastructure
Africa’s AI infrastructure challenge is not simply a shortage of capital. Investors need credible customers, predictable demand and contracts showing how computing capacity will be used and paid for. Until…
Cambium’s collapse exposes a new vulnerability in Africa’s broadband market
The failure of a major fixed-wireless supplier is more than a procurement problem. For African ISPs already squeezed by currency weakness, spectrum costs, thin margins and aggressive competition from mobile…
Nigeria wants its cloud spending back. Can it build the capacity?
Abuja has introduced a new cloud policy designed to bring more workloads, infrastructure and investment onshore. Power, connectivity and credible customer demand will determine whether the plan succeeds. Nigeria has…
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