{ "version": "1.2", "reviewed": "2026-10-01", "countries": [ "Kenya", "Uganda", "Tanzania", "Rwanda", "Ethiopia" ], "records": [ { "id": "atlancis", "name": "Atlancis / Servernah", "country": "Kenya", "role": "Intermediary", "signal": "GPU-specific", "sector": "GPU cloud", "summary": "Servernah Oasis advertises NVIDIA A100 dedicated and sliced GPU services hosted in Kenya.", "implication": "A route to local GPU services; the operator may aggregate demand from several end customers.", "gap": "Obtain an executable capacity quote specifying GPU count, memory, fabric, start date and SLA; reconcile the borrower’s current debt schedule with available resale capacity.", "finance": "Financing documented", "financialNote": "UK Export Finance records a £1.8m Vespertec supply contract financed through Apple Bank for Atlancis (5 March 2026). This is an equipment transaction, not equity raised or cash on hand.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "GPU infrastructure announcement", "url": "https://ixafrica.co.ke/atlancis-technologies-everse-technology-and-ixafrica-unveil-africas-first-gpu-powered-ai-infrastructure/", "date": "10 Nov 2025" }, { "title": "Servernah Oasis · A100 service", "url": "https://www.servernah.ai/", "date": "Undated; checked 1 Oct 2026" }, { "title": "UK Export Finance · Atlancis hardware transaction", "url": "https://www.gov.uk/government/news/stockport-tech-firm-powers-kenyas-cloud-future-with-government-backed-18m-deal", "date": "5 Mar 2026" }, { "title": "Servernah · company and brand identity", "url": "https://www.servernah.com/aboutus.html", "date": "Undated; checked 1 Oct 2026" } ], "facts": [ { "label": "GPU offering", "value": "NVIDIA A100; dedicated and sliced configurations", "source": 2, "reviewed": "2026-10-01" }, { "label": "Financed equipment contract", "value": "GBP 1.8 million · UKEF-backed Apple Bank financing", "source": 3, "reviewed": "2026-10-01" }, { "label": "Entity link", "value": "Servernah developed by Atlancis Technologies Limited", "source": 4, "reviewed": "2026-10-01" } ], "qualification": "Documented activity", "entity": "Atlancis Technologies Limited; Servernah is its cloud brand.", "status": "GPU service advertised; hardware financing independently documented", "qualificationReason": "A named GPU service, a hosting announcement and a government-recorded equipment transaction establish direct compute-market relevance.", "capabilities": [ "GPU services", "Integration" ], "supplyStage": "Provider-advertised service; capacity quote required", "commercialStage": "Public activity; transaction terms unconfirmed", "verification": { "nextAction": "Obtain an executable capacity quote specifying GPU count, memory, fabric, start date and SLA; reconcile the borrower’s current debt schedule with available resale capacity.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "sunbird", "name": "Sunbird AI", "country": "Uganda", "role": "Potential buyer", "signal": "GPU-specific", "sector": "Language models", "summary": "Sunflower-14B FP8 supports translation and generation across 31 Ugandan languages plus English; documentation includes vLLM deployment instructions.", "implication": "A concrete workload to qualify for inference hosting or research compute. This is a workload inference, not a purchase order.", "gap": "Request current inference traffic, p95 latency target, existing hosting spend, remaining grant term and authorised compute budget. Benchmark the exact quantized model before sizing a cluster.", "finance": "Historical grant support", "financialNote": "Sunbird’s 2022 annual report identifies Hewlett Foundation funding for its language-technology programme. This establishes historical programme support, not a current compute allocation.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "Sunflower-14B FP8 model documentation", "url": "https://salt.sunbird.ai/models/sunflower-14b-fp8/", "date": "Updated 9 Oct 2025" }, { "title": "Sunbird 2022 annual report · programme funding, p.12", "url": "https://ipar.sn/wp-content/uploads/2024/08/Sunbird-AI-Annual-Report-2022.pdf", "date": "FY2022 · issuer report hosted by partner IPAR" }, { "title": "Sunbird API · legal terms", "url": "https://api.sunbird.ai/terms", "date": "2025" }, { "title": "Sunbird AI · organisation and current release", "url": "https://sunbird.ai/", "date": "Undated; checked 1 Oct 2026" } ], "facts": [ { "label": "Concrete workload", "value": "Sunflower-14B FP8 · multilingual inference · 31 Ugandan languages", "source": 1, "reviewed": "2026-10-01" }, { "label": "Published memory guidance", "value": "12–16 GB recommended VRAM; source guidance, not an SSA benchmark", "source": 1, "reviewed": "2026-10-01" }, { "label": "Programme support", "value": "Hewlett Foundation language-project funding documented in 2022", "source": 2, "reviewed": "2026-10-01" } ], "qualification": "Documented activity", "entity": "Sunbird AI Ltd, named in its API terms; Kampala-based nonprofit.", "status": "Published GPU workload and public API", "qualificationReason": "A released model with deployment instructions and GPU requirements establishes a specific inference workload.", "capabilities": [ "AI workload" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Published workload; purchase intent unconfirmed", "verification": { "nextAction": "Request current inference traffic, p95 latency target, existing hosting spend, remaining grant term and authorised compute budget. Benchmark the exact quantized model before sizing a cluster.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "crdb", "name": "CRDB Bank", "country": "Tanzania", "role": "Potential buyer", "signal": "AI procurement", "sector": "Banking", "summary": "CRDB’s 2026 AI/ML EOI covers fraud detection, credit scoring, customer experience and forecasting, with model delivery and MLOps requirements.", "implication": "A historical procurement signal for enterprise AI delivery; the compute architecture remains to be qualified.", "gap": "Check the award or subsequent RFP with procurement; identify the appointed implementation partner and hosting architecture. The document contains conflicting March/April deadlines and the tender register marks it closed.", "finance": "Statements available", "financialNote": "FY2025 consolidated assets: TZS 22,308.9bn; after-tax profit: TZS 728.6bn. Published accounts establish scale, not a GPU purchase budget.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "AI/ML implementation expression of interest", "url": "https://crdbbank.co.tz/storage/app/media/Tender/2026/Detailed%20EOI%20Reference%20Document%20_AI.pdf", "date": "Published 26 Feb 2026; closed" }, { "title": "CRDB tender register · closed notice", "url": "https://crdbbank.co.tz/en/about-us/tender", "date": "Undated live register" }, { "title": "CRDB 2025 integrated report and financial statements", "url": "https://crdbbank.co.tz/storage/app/media/Our%20Investors/Annual%20Reports/crdb-ir-2025-8th-may-2026.pdf", "date": "FY ended 31 Dec 2025" } ], "facts": [ { "label": "Procurement scope", "value": "Fraud, credit models, customer experience and forecasting; MLOps delivery", "source": 1, "reviewed": "2026-10-01" }, { "label": "Tender status", "value": "Closed in official register; not a live solicitation", "source": 2, "reviewed": "2026-10-01" }, { "label": "FY2025 group assets", "value": "TZS 22,308.9 billion", "source": 3, "reviewed": "2026-10-01" }, { "label": "FY2025 group profit after tax", "value": "TZS 728.6 billion", "source": 3, "reviewed": "2026-10-01" } ], "qualification": "Documented activity", "entity": "CRDB Bank Plc; financial figures below are consolidated group figures.", "status": "AI/ML procurement documented · tender closed", "qualificationReason": "A dated procurement document identifies the buyer, intended applications and delivery requirements; closure prevents treating it as an open tender.", "capabilities": [ "AI procurement" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Closed procurement signal", "verification": { "nextAction": "Check the award or subsequent RFP with procurement; identify the appointed implementation partner and hosting architecture. The document contains conflicting March/April deadlines and the tender register marks it closed.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "safaricom", "name": "Safaricom", "country": "Kenya", "role": "Intermediary", "signal": "AI / cloud activity", "sector": "Telecom & cloud", "summary": "Safaricom and iXAfrica announced an enterprise partnership covering AI-ready data centre services.", "implication": "A channel for enterprise cloud demand. The partnership does not disclose named GPU offtakers.", "gap": "Ask enterprise cloud procurement for the current service catalogue, accelerator specifications, legal seller and executed customer capacity commitments.", "finance": "Statements available", "financialNote": "Vodacom’s FY2026 presentation reports Safaricom service revenue of KES 414.137bn and capex of KES 74.516bn for Kenya + Ethiopia, representing 100% of the associate. These are group operating figures, not a local GPU budget.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "Safaricom / iXAfrica partnership", "url": "https://ixafrica.co.ke/safaricom-and-ixafrica-data-centres-enter-strategic-partnership-to-deliver-kenyas-first-ai-ready-infrastructure-for-enterprise-innovation/", "date": "13 May 2025" }, { "title": "Safaricom FY2025 financial statements", "url": "https://www.safaricom.co.ke/annualreport_2025/wp-content/uploads/2025/08/safaricom-financial-statements.pdf", "date": "FY ended 31 Mar 2025" }, { "title": "Vodacom FY2026 · Safaricom figures, slide 15", "url": "https://www.vodacom.com/pdf/investor/annual-results/2026/presentation.pdf", "date": "FY ended 31 Mar 2026" } ], "facts": [ { "label": "FY2026 service revenue", "value": "KES 414.137 billion · Kenya + Ethiopia · shareholder presentation", "source": 3, "reviewed": "2026-10-01" }, { "label": "FY2026 capex", "value": "KES 74.516 billion · Kenya + Ethiopia", "source": 3, "reviewed": "2026-10-01" }, { "label": "Regional channel", "value": "iXAfrica enterprise hosting partnership announced May 2025", "source": 1, "reviewed": "2026-10-01" } ], "qualification": "Watchlist", "entity": "Safaricom Plc / Safaricom Group; distinguish the Kenyan service seller from consolidated Kenya–Ethiopia results.", "status": "Enterprise hosting partnership · GPU purchase unqualified", "qualificationReason": "Published financial scale and hosting partnership are relevant, but the reviewed sources do not identify a GPU order or a dedicated GPU workload.", "capabilities": [ "Cloud services", "Integration" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Public activity; transaction terms unconfirmed", "verification": { "nextAction": "Ask enterprise cloud procurement for the current service catalogue, accelerator specifications, legal seller and executed customer capacity commitments.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "qhala", "name": "Qhala / Qubit Hub", "country": "Kenya", "role": "Potential buyer", "signal": "AI / cloud activity", "sector": "AI research & services", "summary": "Qhala is part of an announced collaboration to host Qubit Hub at iXAfrica, alongside Amini and Angani.", "implication": "An AI research and application ecosystem to qualify for compute needs.", "gap": "Obtain the hub’s funded project list, allocated compute budget and authorised buying entity; do not aggregate partner finances into Qubit’s credit profile.", "finance": "Commercial evidence only", "financialNote": "Qhala’s published portfolio describes digital-platform work for financial institutions, including Bank of Kigali. This establishes claimed delivery experience; it does not quantify revenue or compute purchasing capacity.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "Qubit Hub collaboration announcement", "url": "https://ixafrica.co.ke/qhala-amini-ai-angani-and-ixafrica-announce-collaboration-to-host-qubit-hub-at-ixafrica-during-ai-everything-gitex-kenya-2026/", "date": "21 May 2026" }, { "title": "Qubit Hub · programme and partner identities", "url": "https://qubit.africa/", "date": "Undated; checked 1 Oct 2026" }, { "title": "Qhala · financial-services project portfolio", "url": "https://qhala.com/focus-areas/financial-services", "date": "Undated; checked 1 Oct 2026" } ], "facts": [ { "label": "Programme structure", "value": "Qubit incubated by Qhala under QTrust", "source": 2, "reviewed": "2026-10-01" }, { "label": "Delivery experience claimed", "value": "Bank of Kigali digital transformation in Qhala portfolio", "source": 3, "reviewed": "2026-10-01" } ], "qualification": "Watchlist", "entity": "Qhala / QTrust / Qubit Hub are distinct names in the programme; identify which entity would buy compute.", "status": "Research collaboration · purchase budget unqualified", "qualificationReason": "The hub’s own site confirms its research mission and partners. It does not specify a GPU order, inventory or committed purchasing budget.", "capabilities": [ "AI workload" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Published workload; purchase intent unconfirmed", "verification": { "nextAction": "Obtain the hub’s funded project list, allocated compute budget and authorised buying entity; do not aggregate partner finances into Qubit’s credit profile.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "amini", "name": "Amini", "country": "Kenya", "role": "Intermediary", "signal": "AI / cloud activity", "sector": "AI infrastructure", "summary": "Amini markets Soma document intelligence, Origin data integration and Pods modular micro data centres, and announced a Foxconn/Bull infrastructure partnership in May 2026.", "implication": "A potential infrastructure and workload partner within the announced Nairobi collaboration.", "gap": "Identify the contracting subsidiary, commissioned East African installations, bill of materials, acceptance tests and a funded project order; distinguish product availability from announced partnerships.", "finance": "Equity backing documented", "financialNote": "Amini announced a USD 4m seed round in November 2023; Salesforce Ventures separately lists it as a portfolio company. Historic funding is not current liquidity.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "Qubit Hub collaboration announcement", "url": "https://ixafrica.co.ke/qhala-amini-ai-angani-and-ixafrica-announce-collaboration-to-host-qubit-hub-at-ixafrica-during-ai-everything-gitex-kenya-2026/", "date": "21 May 2026" }, { "title": "Amini · named products", "url": "https://www.amini.ai/", "date": "Undated; checked 1 Oct 2026" }, { "title": "Amini · seed announcement", "url": "https://www.amini.ai/blog-post/salesforce-ventures-and-female-founders-fund-back-kenyan-climate-tech-amini-in-4m-seed-round-2", "date": "30 Nov 2023" }, { "title": "Salesforce Ventures · Amini portfolio record", "url": "https://salesforceventures.com/companies/amini/", "date": "Undated; checked 1 Oct 2026" }, { "title": "Amini · Foxconn and Bull partnership", "url": "https://www.amini.ai/blog-post/amini-foxconn-and-bull-join-forces-to-advance-sovereign-ai-in-the-global-south", "date": "12 May 2026" }, { "title": "Amini · geographic identity", "url": "https://www.amini.ai/about", "date": "Undated; checked 1 Oct 2026" } ], "facts": [ { "label": "Products", "value": "Soma · Origin · Pods", "source": 2, "reviewed": "2026-10-01" }, { "label": "Seed round announced", "value": "USD 4 million · November 2023 · historical", "source": 3, "reviewed": "2026-10-01" }, { "label": "Investor corroboration", "value": "Salesforce Ventures portfolio listing", "source": 4, "reviewed": "2026-10-01" }, { "label": "Hardware delivery partners", "value": "Foxconn and Bull · announced May 2026", "source": 5, "reviewed": "2026-10-01" } ], "qualification": "Documented activity", "entity": "Amini operating group, based between Nairobi and Bridgetown; legal seller must be specified in its quotation.", "status": "Named AI products and infrastructure partnership", "qualificationReason": "Named data/AI products and a specific compute-infrastructure partnership establish a concrete commercial offering.", "capabilities": [ "Planned GPU supply" ], "supplyStage": "Announced; availability unconfirmed", "commercialStage": "Public activity; transaction terms unconfirmed", "verification": { "nextAction": "Identify the contracting subsidiary, commissioned East African installations, bill of materials, acceptance tests and a funded project order; distinguish product availability from announced partnerships.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "angani", "name": "Angani", "country": "Kenya", "role": "Intermediary", "signal": "AI / cloud activity", "sector": "Cloud services", "summary": "Angani publishes Kenyan cloud and dedicated-server offers and is named in the Qubit Hub collaboration.", "implication": "A potential cloud delivery channel; GPU capacity is not specified in this announcement.", "gap": "Request a GPU-specific catalogue and recent financial statements from Angani Limited; confirm whether accelerators are owned, leased or supplied by a partner.", "finance": "Commercial evidence only", "financialNote": "The public catalogue includes a KES 25,000/month 32 GB dedicated server offer. That is pricing evidence, not revenue, funding or a GPU quote.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "Qubit Hub collaboration announcement", "url": "https://ixafrica.co.ke/qhala-amini-ai-angani-and-ixafrica-announce-collaboration-to-host-qubit-hub-at-ixafrica-during-ai-everything-gitex-kenya-2026/", "date": "21 May 2026" }, { "title": "Angani · public service catalogue and prices", "url": "https://angani.co/", "date": "Undated; checked 1 Oct 2026" }, { "title": "Angani · customer portal entity identification", "url": "https://customer-portal.angani.co/web/signup", "date": "Undated; checked 1 Oct 2026" } ], "facts": [ { "label": "Published CPU server offer", "value": "KES 25,000/month · 32 GB RAM · OS licence excluded · not a GPU quote", "source": 2, "reviewed": "2026-10-01" }, { "label": "Entity", "value": "Angani Limited", "source": 3, "reviewed": "2026-10-01" } ], "qualification": "Watchlist", "entity": "Angani Limited, named in its official customer portal.", "status": "Operating cloud catalogue · GPU offering unqualified", "qualificationReason": "Published VM and dedicated-server offers establish an active cloud service; the reviewed catalogue does not specify GPUs.", "capabilities": [ "Cloud services" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Public activity; transaction terms unconfirmed", "verification": { "nextAction": "Request a GPU-specific catalogue and recent financial statements from Angani Limited; confirm whether accelerators are owned, leased or supplied by a partner.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "mtn-uganda", "name": "MTN Uganda", "country": "Uganda", "role": "Potential buyer", "signal": "AI / cloud activity", "sector": "Telecom", "summary": "MTN Uganda’s FY2024 report discusses generative AI and enterprise cloud initiatives.", "implication": "Enterprise AI activity warrants workload discovery; it does not establish a GPU capacity requirement.", "gap": "Obtain the local AI programme’s architecture and purchasing owner; establish whether the budget covers external APIs, shared group platforms or dedicated GPU capacity.", "finance": "Statements available", "financialNote": "The FY2025 CFO statement reports UGX 678.8bn profit after tax, UGX 1.9tn EBITDA and UGX 834.6bn capex including leases. The reported profit includes a UGX 110.9bn one-off tax settlement.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "MTN Uganda FY2024 annual report", "url": "https://www.mtn.co.ug/wp-content/uploads/sites/7/2025/05/MTN-Uganda-Limited-FY-2024-Annual-Report.pdf", "date": "FY ended 31 Dec 2024" }, { "title": "MTN Uganda report suite · FY2025", "url": "https://www.mtn.co.ug/reports-suite/", "date": "FY ended 31 Dec 2025" }, { "title": "MTN Uganda FY2025 · CFO statement", "url": "https://www.mtn.co.ug/leadership-statements/?profile=mr-andrew-bugembe", "date": "FY ended 31 Dec 2025" } ], "facts": [ { "label": "FY2025 profit after tax", "value": "UGX 678.8 billion", "source": 3, "reviewed": "2026-10-01" }, { "label": "FY2025 capex including leases", "value": "UGX 834.6 billion", "source": 3, "reviewed": "2026-10-01" }, { "label": "Profit comparability", "value": "UGX 110.9 billion one-off tax settlement in FY2025", "source": 3, "reviewed": "2026-10-01" } ], "qualification": "Watchlist", "entity": "MTN Uganda Limited; distinguish telecom operations from the separate mobile-money business.", "status": "AI strategy · dedicated GPU demand unqualified", "qualificationReason": "Profit and capex are documented, but a corporate AI roadmap does not specify dedicated accelerator procurement.", "capabilities": [ "AI workload" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Published workload; purchase intent unconfirmed", "verification": { "nextAction": "Obtain the local AI programme’s architecture and purchasing owner; establish whether the budget covers external APIs, shared group platforms or dedicated GPU capacity.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "cmu-africa", "name": "CMU-Africa", "country": "Rwanda", "role": "Potential buyer", "signal": "AI / cloud activity", "sector": "Research & robotics", "summary": "CMU-Africa describes active AI and robotics research across industrial and social applications.", "implication": "Research training and inference are plausible workloads; paid external GPU demand is an inference.", "gap": "Identify a funded research project, principal investigator and approved compute line item; check existing university compute access before counting external demand.", "finance": "Institutional backing", "financialNote": "CMU announced a USD 275.7m Mastercard Foundation partnership in September 2022 for education and innovation. It is institutional programme support, not a GPU allocation or unrestricted campus cash.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "CMU-Africa AI and robotics research", "url": "https://africa.engineering.cmu.edu/research/artificial-intelligence.html", "date": "Undated" }, { "title": "CMU-Africa institutional profile", "url": "https://engineering.cmu.edu/education/departments/cmu-africa.html", "date": "Undated" }, { "title": "CMU · Mastercard Foundation partnership", "url": "https://www.cmu.edu/news//stories/archives/2022/september/carnegie-mellon-university-and-mastercard-foundation-partner-to-drive-youth-led-digital", "date": "8 Sep 2022" } ], "facts": [ { "label": "Institutional programme support", "value": "USD 275.7 million partnership announced in 2022 · not compute-specific", "source": 3, "reviewed": "2026-10-01" }, { "label": "Research relevance", "value": "Published AI and robotics research programme", "source": 1, "reviewed": "2026-10-01" } ], "qualification": "Watchlist", "entity": "Carnegie Mellon University, Africa campus; institutional procurement must confirm the contracting unit.", "status": "Active AI research · external compute purchase unqualified", "qualificationReason": "Research and institutional support are documented, but neither establishes a current paid GPU requirement.", "capabilities": [ "AI workload" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Published workload; purchase intent unconfirmed", "verification": { "nextAction": "Identify a funded research project, principal investigator and approved compute line item; check existing university compute access before counting external demand.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "ethio-telecom", "name": "Ethio telecom", "country": "Ethiopia", "role": "Infrastructure", "signal": "AI / cloud activity", "sector": "Telecom & cloud", "summary": "The FY2025/26 business report describes expanded data centres, cloud services and support for AI applications.", "implication": "A local infrastructure counterpart. Published general compute capacity is not evidence of GPU inventory.", "gap": "Request accelerator inventory and GPU service specifications, then verify settlement currency, installation location and service acceptance terms.", "finance": "Management results", "financialNote": "For July 2025–June 2026, management reports ETB 215.82bn revenue and ETB 113.1bn EBITDA. These are issuer-reported business-performance figures, not an SSA audit.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "Ethio telecom annual business performance", "url": "https://www.ethiotelecom.et/2025-26-budget-year-annual-business-performance-report/", "date": "23 Jul 2026 · FY2025/26" } ], "facts": [ { "label": "FY2025/26 revenue", "value": "ETB 215.82 billion · management report", "source": 1, "reviewed": "2026-10-01" }, { "label": "FY2025/26 EBITDA", "value": "ETB 113.1 billion · management report", "source": 1, "reviewed": "2026-10-01" }, { "label": "Cloud operations", "value": "12,400 VMs and 5 MW IT load reported; not GPU capacity", "source": 1, "reviewed": "2026-10-01" } ], "qualification": "Watchlist", "entity": "Ethio telecom; issuer’s FY2025/26 business-performance report.", "status": "Operating cloud infrastructure · GPU inventory unqualified", "qualificationReason": "Local cloud operations and financial results are documented; general VMs and data-centre MW do not establish accelerator capacity.", "capabilities": [ "AI workload" ], "supplyStage": "No GPU supply confirmed in this record", "commercialStage": "Public activity; transaction terms unconfirmed", "verification": { "nextAction": "Request accelerator inventory and GPU service specifications, then verify settlement currency, installation location and service acceptance terms.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "ixafrica", "name": "iXAfrica", "country": "Kenya", "role": "Infrastructure", "signal": "GPU-specific", "sector": "Data centres", "summary": "iXAfrica is the named host of the announced Atlancis GPU infrastructure deployment.", "implication": "A hosting counterpart in the GPU supply chain; its tenants should be assessed separately as buyers.", "gap": "Request the specific operational hall, energised IT capacity, lease/SLA and available rack density. Keep the host’s obligations separate from the GPU tenant’s customer contracts.", "finance": "Equity backing documented", "financialNote": "Helios confirms acquiring a majority stake in December 2022. IXAfrica’s earlier announcement described an intended USD 50m growth investment; that announced amount is not evidence of current cash.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "GPU infrastructure announcement", "url": "https://ixafrica.co.ke/atlancis-technologies-everse-technology-and-ixafrica-unveil-africas-first-gpu-powered-ai-infrastructure/", "date": "10 Nov 2025" }, { "title": "Safaricom / iXAfrica partnership", "url": "https://ixafrica.co.ke/safaricom-and-ixafrica-data-centres-enter-strategic-partnership-to-deliver-kenyas-first-ai-ready-infrastructure-for-enterprise-innovation/", "date": "13 May 2025" }, { "title": "Helios · completed majority investment", "url": "https://www.heliosinvestment.com/investments/ixafrica", "date": "Investment date Dec 2022" }, { "title": "IXAfrica · announced growth investment", "url": "https://ixafrica.co.ke/ixafrica-announces-50-million-investment/", "date": "8 Nov 2022" } ], "facts": [ { "label": "Ownership", "value": "Helios majority stake acquired December 2022", "source": 3, "reviewed": "2026-10-01" }, { "label": "Announced growth investment", "value": "USD 50 million intended in November 2022; not current cash", "source": 4, "reviewed": "2026-10-01" }, { "label": "GPU hosting relationship", "value": "Named host for Atlancis / Servernah deployment", "source": 1, "reviewed": "2026-10-01" } ], "qualification": "Documented activity", "entity": "IXAfrica Data Centre Limited; Helios majority ownership confirmed by the investor.", "status": "Named host for GPU deployment", "qualificationReason": "A named GPU tenant and investor-confirmed ownership establish relevance as a hosting counterparty, not as an end-user offtaker.", "capabilities": [ "Colocation" ], "supplyStage": "Provider-advertised colocation; GPU capacity requires separate confirmation", "commercialStage": "Public activity; transaction terms unconfirmed", "verification": { "nextAction": "Request the specific operational hall, energised IT capacity, lease/SLA and available rack density. Keep the host’s obligations separate from the GPU tenant’s customer contracts.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } }, { "id": "cassava", "name": "Cassava Technologies", "country": "Kenya", "role": "Infrastructure", "signal": "Planned capacity", "sector": "AI infrastructure", "summary": "Cassava’s NVIDIA infrastructure update includes plans to scale into Kenya.", "implication": "A regional supply watchlist entry. Kenya deployment is treated as planned, not verified operational capacity.", "gap": "Obtain the Kenya commissioning certificate, local operating entity and quoteable inventory; reconcile group funding with the specific project’s capital allocation.", "finance": "Financing documented", "financialNote": "Cassava announced a closed USD 90m equity round and USD 220m-equivalent ZAR debt refinancing in December 2024. The refinancing relates to Liquid Intelligent Technologies; neither sum is a Kenya GPU budget.", "contract": "Not verified in reviewed sources", "reviewed": "2026-10-01", "sources": [ { "title": "NVIDIA infrastructure expansion update", "url": "https://www.cassavatechnologies.com/cassava-scales-african-ai-infrastructure-with-nvidia-powered-ai-factories-to-accelerate-sovereign-data-capabilities/", "date": "2026" }, { "title": "Cassava · equity close and debt refinancing", "url": "https://www.cassavatechnologies.com/secures-usd-310-million-in-funding-and-completes-business-reorganisation/", "date": "Dec 2024" } ], "facts": [ { "label": "Group equity raised", "value": "USD 90 million · DFC, Finnfund and Google participation", "source": 2, "reviewed": "2026-10-01" }, { "label": "Debt refinancing", "value": "USD 220 million equivalent in ZAR · Liquid Intelligent Technologies", "source": 2, "reviewed": "2026-10-01" }, { "label": "Kenya GPU status", "value": "Planned expansion in the reviewed 2026 infrastructure update", "source": 1, "reviewed": "2026-10-01" } ], "qualification": "Watchlist", "entity": "Cassava Technologies group; the local Kenyan project company must be identified separately.", "status": "Kenya expansion planned in reviewed announcement", "qualificationReason": "Capital raising is documented at group level, but the cited Kenya expansion is planned rather than verified commissioned GPU supply.", "capabilities": [ "Planned GPU supply" ], "supplyStage": "Announced; availability unconfirmed", "commercialStage": "Public activity; transaction terms unconfirmed", "verification": { "nextAction": "Obtain the Kenya commissioning certificate, local operating entity and quoteable inventory; reconcile group funding with the specific project’s capital allocation.", "owner": "SSA research", "status": "Public-source review; direct confirmation pending" } } ], "schemaUpdated": "2026-10-02" }