live IT load, continental
ITU DataHub
landing on African coastlines
macro sites, incl. shared
Commitment series, $bn
Subsector split, % of commitments
Leaders
Laggards
Power is the data-centre constraint
Compute siting in Africa is now an energy question. Reliable, cost-competitive baseload plus cooling water decides where capacity lands — which is why South Africa, Morocco and Kenya lead.
This theme shapes project delivery, cost of capital and execution risk across the digital infrastructure pipeline.
Interrogate project register →The middle mile is the gap
International bandwidth is abundant and cheap at the landing station and expensive 300km inland. National fibre backbones are the highest-return, lowest-glamour investment available.
This theme shapes project delivery, cost of capital and execution risk across the digital infrastructure pipeline.
Interrogate project register →Transactions in this sector · 14
| Project | Country | Value | Status | Target |
|---|---|---|---|---|
| Teraco JB4 Data Centre | South Africa | $1.1bn | Construction | 2027 |
| 2Africa Subsea Cable | Egypt | $1bn | Operational | 2024 |
| Cassava / Nvidia AI Factory | South Africa | $0.7bn | Construction | 2026 |
| Umoja Fibre Route (Google) | Kenya | $0.6bn | Construction | 2027 |
| Open Access Data Centres Expansion | Nigeria | $0.5bn | Construction | 2027 |
| Africa Data Centres Lagos & Nairobi | Nigeria | $0.5bn | Construction | 2027 |
| Equiano Cable | South Africa | $0.4bn | Operational | 2022 |
| Medusa Submarine Cable | Morocco | $0.4bn | Construction | 2026 |
| Telecom Egypt Regional Data Hub | Egypt | $0.4bn | Construction | 2027 |
| Central African Backbone Extension | DR Congo | $0.3bn | Construction | 2027 |
| Africa-1 Cable | Egypt | $0.3bn | Construction | 2026 |
| Microsoft Azure South Africa Expansion | South Africa | $0.3bn | Construction | 2027 |
| LEO Satellite Backhaul Rollout | Nigeria | $0.3bn | Operational | 2025 |
| Rwanda National Broadband & Smart City | Rwanda | $0.2bn | Construction | 2027 |
AI sector briefing
Generate a structured note on Digital Infrastructure: where capital is going, what is binding, and what to watch over the next 24 months.