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Technology · 16 August 2026

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Technology · 16 August 2026 · 5 min read

The $700 Billion Compute Divide

American technology firms are committing close to $700 billion to AI infrastructure this year. Africa holds roughly 0.6 percent of global data centre capacity, and the binding constraint is power rather than capital.

By Tolu Adetuyi

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Disclosure

Tolu Adetuyi is co-founder and Chief Innovation Officer of Prembly, which builds identity and compliance infrastructure. Signals regularly cover payments, identity and regulation, which is his commercial interest as well as his subject.

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