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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.
The Stack Sovereignty Test: Why Talent Is Africa's Most Urgent AI Variable
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.