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Industry Analysis

Africa data centre growth 2026: South Africa, Nigeria, Kenya, Egypt

How much data centre capacity Africa has in 2026, where it sits, what is planned and why the numbers differ between sources, with dates and plain terms.

Oct 19, 202614 min read
Industry Analysis

UK AI Growth Zones and the national compute plan, explained

What the UK's five AI Growth Zones are, what the compute roadmap promises by 2030, and why Stargate UK was paused. Dated, sourced, and plain.

Oct 19, 202614 min read
Industry Analysis

Europe's data centre power and permitting limits, explained

Why electricity, grid queues and permits slow Europe's AI build-out, with sourced figures from Ireland, the UK and the EU's proposed Cloud and AI Act.

Oct 19, 202615 min read
Industry Analysis

Europe's AI infrastructure in 2026: factories, gigafactories, power

A plain guide to Europe's AI compute build-out as of October 2026: EU AI Factories, the gigafactory call, UK growth zones, Mistral, and the power limits.

Oct 19, 202615 min read
Industry Analysis

EU AI Gigafactories call explained: lots, money, timeline, limits

What the EU's 30 July 2026 call for up to seven AI Gigafactories offers: two lots, phased funding, a 12 November deadline, and what is still unknown.

Oct 19, 202614 min read
Industry Analysis

US AI chip export controls on China, as the official texts say

A plain-language timeline of US export controls on AI chips to China from 2022 to 2026, built from Commerce Department notices, with dates and thresholds.

Oct 19, 202617 min read
Industry Analysis

Taiwan and the chip supply chain: what TSMC's own filings say

Why AI chips depend on Taiwan, using TSMC's 2025 annual report, its 20-F and 2026 results: output, nodes, customers, overseas fabs, and stated risks.

Oct 19, 202614 min read
Industry Analysis

China's East Data West Compute plan: hubs, capacity and what is reported

How China's East Data West Compute plan works: eight hubs, ten clusters, reported spending and capacity as of 2026, and what the sources do not say.

Oct 19, 202614 min read
Industry Analysis

China's domestic AI chips in 2026: Huawei, Cambricon, SMIC and limits

What Huawei, Cambricon and SMIC have said and reported about China's home-grown AI chips, with dated figures, company claims, and the limits they admit.

Oct 19, 202613 min read

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