African Minerals Used In AI Supply Chain
The "intelligence" of a Large Language Model is often discussed as something ethereal—a cloud-based miracle of code and logic. Yet, the physical infrastructure required to sustain the AI revolution is…
Posted inArtificial Intelligence and Compute
Why African AI startups can’t access GPU compute
Despite 18% of the world's population, Africa holds less than 1% of global data center capacity. For founders in Lagos, Nairobi, and Cairo, the AI race is not a battle…
Posted inArtificial Intelligence and Compute
Africa’s Race to AI Leadership by 2030
South Africa, Kenya, Egypt, and Nigeria are pursuing four entirely different visions of what it means to lead the continent's artificial intelligence future. Here is what the data actually shows…
Posted inThe AI Geopolitical Stack
The Great Yield Wall: Japan and Korea are Outrunning the CHIPS Act
Who is winning The Great Yield Wall? Beneath the veneer of the Chip 4 Alliance lies a brutal bidding war for the future of silicon. Washington triggered a techno-nationalist arms…
Posted inThe AI Geopolitical Stack
How China’s BRI Mines Dictate the Future of Nvidia’s Blackwell
China has not built a weapon pointed at Silicon Valley. It has built a supply chain so deeply embedded in the precursor materials of AI hardware that the distinction barely…
Posted inArtificial Intelligence and Compute
China vs US AI Investment in Africa: The 2026 Scorecard
As two superpowers race to shape Africa's AI future, we break down who is investing what — from Huawei's open-source push and DeepSeek's surprise chatbot foothold, to Microsoft's data centers…
