Data Center

The Internet Has a New User - It’s Not You

AI agents are rapidly becoming primary internet users, with inference-driven traffic reshaping network demands and exposing infrastructure blind spots as latency-sensitive, machine-to-machine activity begins to outpace and outcompete human web behavior.

The Kinetic Frontier: Lessons From Geopolitical Violence and the Bunkerization of AI Infrastructure

Kinetic attacks on Gulf data centres expose the cloud's physical fragility, recasting AI infrastructure as strategic targets and accelerating bunkerisation, while outdated data laws leave firms choosing between legal compliance and digital survival.

Africa’s AI Governance Crisis Is Not a Regulatory Gap, It Is a Sovereignty Emergency

Africa's looming AI rules expose a deeper problem: foreign-controlled infrastructure, weak enforcement capacity and externally governed data flows are eroding digital sovereignty, leaving states unable to regulate, protect citizens or meet global obligations.

Running-Code Betrayal: How the RIR System Turned Consensus Against the Technical Community

A dispute over African IP governance exposes a flaw in the RIR system, where thin policy, weak accountability and institutional self preservation risk overriding running networks and undermining the technical legitimacy that sustained global coordination.

The Rapid Evolution of Transport Lasers

Exploding internet traffic and AI demand are driving a rapid upgrade in fibre transport lasers, from early one gigabit systems to 400, 800 and even 1.6 terabit links reshaping backbone capacity worldwide as networks scale.

NANOG 96: Gigawatt AI Data Centres and the Risk of a Bubble

At NANOG 96, the AI boom dominated discussions as firms race to build gigawatt-scale data centres packed with advanced GPUs, liquid cooling, and lossless networks, raising fears of overinvestment, neglected security priorities, and a looming infrastructure bubble.

Using AI to Develop the Informal Sector in Africa

Artificial intelligence is transforming Africa's informal economy by improving access to finance, optimizing business operations, and helping small-scale entrepreneurs transition into the formal sector, despite challenges such as digital illiteracy and infrastructure gaps.

Leased, Not Owned: Why the Future of the Internet Is Likely Subscription-Based

From software to network architecture, the internet is shifting from ownership to on-demand access. Subscription models now underpin the digital economy, offering scalability and agility while raising fresh questions about control, cost and compliance.

Big Tech AI Companies Should Invest in Energy and AI Infrastructure in Africa

Big Tech firms should back Africa's AI future by investing in its vast energy resources and infrastructure needs. Doing so offers a strategic answer to growing data demands and an opportunity for shared prosperity.

An Internet Infrastructure Perspective on AI Service Provision

This study analyzes the differences in domain name and IP address strategies among a number of current mainstream artificial intelligence (AI) service providers. We find that these technical choices not only reflect deployment decisions but also deep-seated corporate knowledge and capabilities in Internet infrastructure service provision, as well as brand positioning and market strategies.