Africa’s private equity exit crisis has produced a secondary market response — but it is nascent, dominated by DFI-to-DFI transactions, and missing the GP-led continuation vehicles that have become standard everywhere else. The infrastructure is being built from scratch.
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Africa
60 posts
Africa Has 200 Public EV Chargers. Now the Harder Question: Who Actually Builds the Cars?
Africa’s EV charging infrastructure is underdeveloped. But the more consequential question is whether Africa will manufacture the vehicles, or simply import them from China and India. Three competing models — local assembly, Chinese direct imports, and Indian budget EVs — are fighting for the continent’s electrification future.
Africa’s $5B EV Market Has 200 Public Chargers. That Is the Problem.
Africa EV charging infrastructure gap 2026 — charger count, investment needed, market barriers, and who is building the continent’s charging network.
Africa’s AI Data Centre Race: MTN Lagos, Microsoft Kenya, and the Power Problem
Africa’s data centre market is projected to double to $4.36B by 2031. MTN’s $240M Sifiso Dabengwa Data Centre in Lagos and Microsoft’s $1B geothermal-powered East Africa Cloud Region in Kenya represent the continent’s most ambitious physical AI infrastructure bets — and reveal how power, not capital, is the real constraint.
AI-Industrialised Identity Fraud: Africa Fintech’s 160,000-Attacks-a-Month Problem
A fraud syndicate launched 160,000 identity attacks using just 100 stolen faces. African fintechs are being forced to rebuild their identity stack as AI industrialises fraud.
MTN’s $2.2B IHS Towers Buyout: Africa’s Biggest Telecoms Infrastructure Play, Explained
MTN Group’s $2.2 billion acquisition of IHS Towers — one of Africa’s largest independent tower companies — reshapes 4G/5G rollout economics across Nigeria, Côte d’Ivoire, Cameroon, and beyond. Here is what the deal means, who wins, and who has cause for concern.
Egypt’s 1GW Solar Race: The DFI Financing Architecture Behind Africa’s Largest Renewable Projects
Egypt 1GW solar race 2026 — AMEA Power, Scatec, DFI financing structures, and what Egypt’s renewable pipeline means for North African energy transition.
DRC’s €8B Digital Plan: Mapping the Financing Gap Between Ambition and Execution
The DRC has committed €8.7B to Africa’s most ambitious national digital buildout. But only $1.5B is confirmed. An analysis of where the remaining €7B will come from — and the due diligence questions every DFI should be asking.
Africa’s Cyber Insurance Gap: AI Fraud Scales Faster Than Coverage
69% of African biometric fraud is now AI-generated. Nigeria’s cyber insurance market is worth $30 million. When a deepfake bypasses a liveness check and drains a customer account, nobody is holding the risk. That is the gap African fintechs cannot afford to ignore.
Power Africa Is Gone. Who Fills the $2–3B Annual Gap It Left Behind?
Power Africa is operationally over after USAID dismantling. Analysis of the $2-3B annual financing gap and who — if anyone — replaces it.