Digital infrastructure · Nairobi
Why you should be investED
Global institutional capital, REITs, PE, VC and private capital are deploying massive AUM in Africa data centres. A Ksh. 250 Billion+ market driven by growing demand for AI, Cloud and connectivity Infrastructure. This series is designed to empower you to understand and deploy capital in this asset class.
Monthly cohorts · Nairobi · from Oct 2026
Yield & return dynamic
17% to 25%
Driven by exploding hyperscale cloud demand, local data residency laws, and baseline capacity expansion off a low installed base.
The structural capacity gap
19% vs <2%
Africa holds nearly 20% of the world's population but less than 2% of total global data centre and cloud capacity.
Global asset valuation
$385B to $450B
Public data centre REITs and private platform valuations total roughly $400B to $450B in enterprise value.
Sep 2026 to Dec 2026
Thursday, 29 October 2026 at 06:00 UTC
How to diversify, invest and build alternative assets in the $2B Africa data center space.
TBD
How to diversify, invest and build alternative assets in the $16.5B AI market across Africa.
TBD
How to diversify, invest and build alternative assets across last-mile ISPs, Starlink and 5G.
Not a webinar series. Every cohort runs inside an operating facility, with the operators and the capital in the same room.
You stand in the hall you are being asked to finance. Power trains, cooling, cross-connects, seen, not described on a slide.
Every session works from real invoices and real lease terms. Cost per megawatt, margin per rack, and what the downside case looks like.
Ask the data centre, the ISP and the neocloud directly. The cohort caps at 24 on-site so the questions stay specific.
Next cohort
That gap is the trade. Three hours, one facility, and the numbers behind the asset class: cost per megawatt, lease structure, and the routes retail, chama and institutional capital can actually take.
Siscom · InvestED Series
Collaterizing digital infrastructure, unlocking finance. Data centre operators · ISPs · cloud operators · AI labs.
siscom.tech · 0717 51 22 22