AnalysisSep 21, 202610 min readFree
Africa’s ambition to expand to more than 700 data centres by 2035 raises a larger infrastructure question for Nigeria. The challenge is not simply how many facilities the country can build, but how much reliable computing capacity it can bring online. This analysis examines what greater data-centre growth would require across power, megawatts, connectivity and financing, and why facility count alone does not capture the scale of the challenge.
AnalysisSep 21, 202610 min readFree
Nscale’s IPO filing provides a revealing look at the economics behind the rapid expansion of AI infrastructure. Revenue reached $140.6 million in the first half of 2026, while the company reported a net loss of $1.02 billion. At the same time, Nscale says it has $103.4 billion in active and contracted total contract value and approximately 461,000 active or contracted GPUs. This analysis examines what those figures reveal about the capital requirements, customer commitments and execution risks involved in turning enormous demand for AI compute into a sustainable infrastructure business.
AnalysisSep 20, 20265 min readFree
A futuristic vision can compress decades of engineering into minutes. AAT Intelligence examines the transportation, energy, robotics, compute, manufacturing and life-support infrastructure that would have to exist for anything resembling a multiplanetary technological civilization.
A.A. Taiwo- Space
- Artificial Intelligence
- Robotics
- Infrastructure
- Energy
- Computing
AnalysisSep 19, 20262 min readFree
Nigeria has domestic data-centre capacity. The harder question is whether payment-data localisation extends across the complete architecture — from primary databases and replicas to backups, computation, third-party processors and eventual deletion.
A.A. Taiwo- Payments
- Cloud
- Infrastructure
- Regulation
- Nigeria
- Fintech
AnalysisSep 18, 20269 min readFree
Nigeria's AI infrastructure programme advanced materially at the policy layer during 2026: three regulatory instruments signed, a governance committee established, a coordinating taskforce launched and a data centre partnership announced. At the physical layer, the public record contains no disclosed figure for compute capacity, facility count, megawatt load or contracted generation. This analysis separates the two.
A.A. Taiwo- Infrastructure
- Policy
- Compute
- Africa