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Essays and analyses on AI infrastructure, technology strategy, and Africa's role in the Fourth Industrial Revolution.
The Chip That Built the World (And Why Africa Needs to Own a Piece of the Next One)
One Dutch company controls 100% of the machines that make advanced AI chips. One Taiwanese company manufactures 71% of the world's semiconductors. And the materials for the next generation of chips - gallium from bauxite - sit largely in African soil. The question is whether Africa captures any of the value.