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Africa's AI Data Centre Race: MTN's $240M Lagos Bet, Microsoft's Kenya Gamble, and the Energy Problem That Could Derail Both
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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.
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