After a sharp correction, the IPv4 market is showing signs of stabilization. Rising buyer activity, tightening supply expectations, and growing AI infrastructure demand are expected to support gradual price recovery through 2026, improving conditions for sellers.
Community networks could become a crucial pillar of Africa's digital sovereignty, extending connectivity while giving underserved communities greater ownership, resilience, technical capacity, and influence over the infrastructure and services that increasingly shape economic opportunity.
As AI giants build vertically integrated, compute-centric networks, they are bypassing DNS, reshaping routing, and concentrating infrastructure power, placing decades-old internet governance institutions under mounting pressure and raising the prospect of a fragmented, AI-driven Splinternet.
After two years of falling prices, the IPv4 market has turned decisively. Surging transfer volumes, AI infrastructure demand and looming broadband expansion are tightening supply, pushing prices higher and leaving patient buyers facing a costlier reality.
Africa's data sovereignty debate focuses too heavily on where information is stored. Real sovereignty depends on control of cloud platforms, encryption, identity systems, and critical digital infrastructure that determine resilience, autonomy, and strategic power.
As power grids depend on microsecond precision, states must treat time synchronization as sovereign infrastructure, hardening satellite, fiber and orbital defenses against hybrid attacks that could trigger catastrophic blackouts through resilient sovereign time defense frameworks.
The internet is fragmenting across cables, routing systems and governance. Most network engineers, focused on regional operations, are missing how technical infrastructure and state power are reshaping a once interoperable network.
This essay argues that Internet governance has drifted from technical coordination into unaccountable institutional power, and proposes "Running-Code Primacy" as a post-RIR framework grounded in distributed validation, interoperability, and voluntary adoption rather than registry authority.
Three decades after Iridium's costly collapse, falling launch costs and improved signal processing are reviving satellite-to-phone ambitions, as Starlink, Amazon and AST SpaceMobile race to build direct-to-device networks that could reshape mobile coverage and competition.
Jan Žorž reflects on SEE RIPE's role in uniting a fragmented region, where trust built through informal exchange now underpins internet resilience and helps align engineers with policymakers as regulatory pressures intensify.