Category: Consulting

Africa Wants to Be an AI Economy. Who Pays for the Electricity to Power It?
We have learned to applaud the wrong number.
A minister stands beside an executive. A figure with nine zeros glows on the screen behind them. The photographs are taken. The headline almost writes itself: another billion-dollar technology investment is coming to Africa.
And perhaps we should applaud. Africa needs more data centres, more compute and more of the infrastructure that will allow our businesses and governments to participate seriously in the AI economy.
But I think we are focusing on the wrong electricity question.
The obvious conversation is already happening: AI needs enormous amounts of power, and Africa needs to generate more electricity if it wants to compete.
I am interested in the question underneath that one.
What if the electricity demand created by Africa’s AI boom is not merely another infrastructure cost to finance, but a new economic asset we can use?

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