Data-centre capacity and energy
Africa accounts for only a tiny number of large-scale data centres. By some estimates, only about 10% of the data-centre demand in Africa is currently served. There is a huge market opportunity for online and connected services, all of which lies on top of data-centre capacity.
Data-centre infrastructure is becoming a global issue. They require enormous amounts of power and water, and deep capital investment. In Africa they can potentially become a force for change, being anchor loads for energy expansion that benefits the countries and communities in which they are located.
The push for data sovereignty and localisation will drive demand higher on a per-country level. Data sovereignty has evolved from an aspiration into a strategic policy lever and will likely continue.