Addressable market size and workforce readiness.
The City of Cape Town has cleared two hyperscale campuses drawing roughly 174MW combined, among the largest new individual loads on the African grid. The approvals land against McKinsey projections that continental installed capacity grows from about 0.4GW today to 1.5–2.2GW by 2030, needing an estimated $10–20bn of investment.
Teraco began construction of JB7, a 40MW critical-load facility on its Isando campus in Ekurhuleni, funded through an R8bn syndicated loan and due to open in 2026. It takes the campus to about 110MW and uses a zero-water cooling design, which matters in a market where the water constraint is as binding as the power one.
Once a month we round up the coverage above market by market, with what it means for the index. Browse past issues.
Beyond the index, our team produces bespoke opportunity assessments and strategic advisory for investors and operators moving into African markets.
