The NCC’s TIRMS scam-flagging mandate goes live in April 2026, the same month CBN is pushing mandatory AI-powered AML baselines. Two regulators, two fraud systems, no shared architecture — and Nigeria’s telcos caught in the middle.
Browsing Tag
Infrastructure
13 posts
South Africa’s Biggest Fibre Deal Is Done. Now Parliament Wants to Know Why the Regulator Changed Its Mind.
The R11bn Vodacom-Maziv transaction closed in December 2025, handing Remgro a R2.66 billion dividend and giving Vodacom a 30% stake in South Africa’s dominant fibre network. Three months on, Parliament is asking why the Competition Commission reversed its earlier opposition — and whether the Open Access conditions are worth the paper they’re printed on.
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.
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.
Nigeria’s $2 Billion Fibre Gamble: World Bank Milestones, EU Backing, and the Right-of-Way Problem That Could Derail Africa’s Most Ambitious Broadband Project
Nigeria has secured over $1.1 billion in development finance for Project BRIDGE — a plan to extend its fibre backbone from 35,000km to 125,000km. The World Bank will only disburse if milestones are met. MTN reported 5,400 fibre cuts in seven months. Whether BRIDGE succeeds or stalls will determine Nigeria’s digital trajectory for the next decade.
South Africa’s Competition Regulator Is in Private Talks to Loosen Telecom M&A Rules. MTN Has Telkom in Its Sights
South Africa’s Competition Commission is holding private talks with the telecoms industry about relaxing M&A rules to enable 5G and AI infrastructure investment at scale. MTN CEO Ralph Mupita is leading the push — and Telkom, Africa’s largest fibre operator, is back in the frame.
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 AI Data Centre Race: MTN’s $240M Lagos Bet, Microsoft’s Kenya Gamble, and the Energy Problem That Could Derail Both
MTN is spending $240 million on an AI-optimised data centre in Lagos. Microsoft and G42 have committed $1 billion to a geothermal-powered campus in Kenya. Google’s Johannesburg region is live and its Umoja subsea cable is coming. Africa’s data centre investment wave is real — but the continent still holds less than 1% of global compute capacity, and energy constraints may keep it that way.
AIIM Launches $200M ATAF: Africa’s Infrastructure Money Is Finally Moving Into the Energy Transition
African Infrastructure Investment Managers has reached a $65M first close on the $200M African Transition Acceleration Fund. FSD Africa Investments and Allied Climate Partners anchor with $50M. Proparco, IFC and KfW co-invest. Africa’s most experienced infrastructure manager is now running a dedicated energy-transition vehicle.
AIIM Launches $200M ATAF: Africa’s Infrastructure Money Is Finally Moving Into the Energy Transition
African Infrastructure Investment Managers has reached a $65M first close on the $200M African Transition Acceleration Fund. FSD Africa Investments and Allied Climate Partners anchor with $50M. Proparco, IFC and KfW co-invest.