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The Rise of AI in Africa: A 2026 Tracker

As the global race for compute heats up, artificial intelligence in Africa is hitting a critical inflection point in 2026. A homegrown revolution is bridging the gap through Small Language…

Martina J April 5, 2026

Artificial Intelligence and Compute

African Language LLMs: Who Is Building Them

The global race for Artificial Intelligence dominance is accelerating, and a critical frontier is emerging: African Language LLMs. While mainstream AI models have long prioritized high-resource languages like English and…

Martina J April 4, 2026

Infographic illustration showing the physical supply chain of African minerals used in AI, linking raw cobalt, lithium, and copper to advanced AI data center hardware.

Artificial Intelligence and Compute Strategic Minerals

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…

Martina J April 3, 2026

Artificial 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…

Martina J April 2, 2026

A 2x2 Risk-Reward Matrix for Africa's Race to AI Leadership in 2030, showing Kenya and Nigeria as high-growth leaders, while South Africa and Egypt provide stability.

Artificial 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…

Martina J April 1, 2026

The 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…

Martina J March 31, 2026

The 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…

Martina J March 31, 2026

Artificial 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…

Martina J March 28, 2026

The AI Geopolitical Stack

The Pax Silica Coalition’s Exclusion of Africa

The U.S.-led Pax Silica initiative is building a trusted technology alliance. It spans critical minerals, semiconductor manufacturing, and AI infrastructure. Yet Africa — the continent supplying the cobalt, tantalum, platinum,…

Martina J March 27, 2026

The AI Geopolitical Stack

ASML: Why the Netherlands Is Resisting US Export Controls

How Washington's treatment of ASML as a domestic tool of geopolitical warfare is fracturing one of America's most critical alliances — and may accelerate the very technology decoupling it claims…

Martina J March 25, 2026