Three companies control more than 60% of global cloud spend. Here's why that concentration should worry every African AI founder renting compute, and every investor backing them.

Nigeria has 13 to 14 gigawatts of installed power capacity. On most days, only 4 to 6 gigawatts of it is actually available. That gap, not the headlines, is deciding who wins Africa's data centre race.

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.

Africa is producing more AI-capable graduates than ever. And losing more of that capacity than it can afford. The Stack Sovereignty Test reveals why talent isn't just one of five pillars - it's the variable that determines whether all the others can be built. The window is open. It will not stay that way.