AI over-investments
Eventually, companies will slow down their AI investments, digest what they have and focus on sweating these assets. Hype will go away, we will get used to having these new tools; we will expect them to work like we expect light to come on when we switch a button.
LEOs do not compete with fibre
LEO satellites like Starlink do not compete with fibre. However LEO satellites have their place in the ecosystem.
Africa has fibre but can’t use it
Africa has fibre but can’t use it. The ecosystem seems unable to use it properly.
DCs go nuclear
Investing in SMR signals an interesting strategy for DC operators (of a certain size) to secure long-term access to high-density, low-carbon, localised energy sources. The case remains open if this is a long-term trend or an experiment.
So you want to be a telco
Mobile operators have become banks and banks want to become mobile operators. Lots of opportunities and pitfalls await.
African clouds, not so big yet
Amazon AWS is promising to invest another $1.7 billion in the next 5 years in Africa - a relatively small bet in fact
Less fibre for you
Some African countries have been more successful than others in attracting international operators to build fibre broadband networks
Infrastructure glory days
Glory days will come for African infrastructure investment, in the meantime be picky and help management.
