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.
The Nexus AI Factory, backed by Nexus Core Systems, Nvidia, Naver and Lloyd Capital, will sit outside Casablanca and serve EMEA. It opens with 40MW of AI compute on Nvidia Blackwell GB200 hardware and is planned to reach 500MW on renewable supply from TAQA.
Oracle launched a public cloud region hosted by N+ONE Datacenters in Casablanca, the first full hyperscaler region in North Africa, with a second planned for Settat. It moves Morocco from "hyperscaler-adjacent" to hyperscaler-present, the shift that separates the top of this index on connectivity from the rest.
Kasi Cloud, backed by Nigeria’s sovereign wealth fund, is building a $250m hyperscale campus in Lekki against a grid that has never sustained more than about 6GW for 230m people. Diesel backup puts operators near $0.40 to $0.50 per kWh where competing markets pay $0.05 to $0.10, which is the gap the 320MW national pipeline has to absorb.
National Treasury has elevated data centre infrastructure to the same strategic tier as electricity, ports and transport, and is examining incentives to support the build-out. Around 55 facilities are already operating, with more than R50bn of investment expected over three years as Microsoft, Google and AWS expand cloud and AI capacity in the country.
The two are planning a $250m facility at Maadi Technology Park with about 25MW of IT load, which would be the country’s first hyperscale-class site. It marks Gulf operator capital entering the Egyptian market directly rather than through a local reseller.
Cavaleros has plans for 360MW in Cape Town and 200MW north of Johannesburg, while Teraco is targeting 500MW in total, 290MW of it new in Johannesburg. Together the announced pipeline adds roughly 1,000MW to national demand, about one stage of load shedding, and points to a supply squeeze by 2029 unless generation grows with it.
iXAfrica will act as host partner for an Oracle Cloud Infrastructure region in Nairobi, the country’s first public cloud region. It sits on a 22MW hyperscale, carrier-neutral campus built for AI workloads and tied to renewable supply, which moves latency-sensitive workloads onshore for the first time.
Operators have announced close to 2GW of Moroccan capacity, against a current continental footprint nearer 500MW, including Iozera’s $500m 386MW Tetouan site and Naver’s 500MW project. Proximity to Europe and subsea landings are the draw; generation and water availability are the constraints on actually building it.
L’Express argues the island’s AI ambitions need continuous baseload power that the current generation and transmission plan does not provide, and that ICT and energy policy are not being sequenced together. The risk it names is stranded assets: Tier IV capacity that cannot run at full load.
LG3 is the opening phase of a roughly $100m two-year African programme, with the Lagos site slated to open in Q1 2026. Separately Rack Centre began hosting EdgeNext’s CDN and cloud services locally, shortening delivery routes for gaming, fintech and content workloads.
ICT minister Emma Theofelus announced a national data centre as core infrastructure under the National Digital Strategy 2025 to 2029, with the ministry and the Prime Minister’s Office finalising the concept note and project proposal. Specifications and capacity were not disclosed; the country sits 114th on the UN e-Government Development Index.
Airtel Africa’s data centre arm started work on a two-phase 44MW site outside Nairobi, ready for service in the first quarter of 2027. On completion it would pass iXAfrica’s 22.5MW facility as East Africa’s largest announced campus by installed power.