Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
Rather than betting on which AI company will win, the picks-and-shovels approach focuses on the businesses supplying the infrastructure behind the boom—from chips and data centres to power, memory and cooling.
ET&A Research · 24 July 2026 · 5 min read
Once viewed as specialist technology facilities, data centres are increasingly becoming essential infrastructure. Rising demand for cloud computing and AI is turning them into a long-term asset class for investors.
ET&A Research · 24 July 2026 · 6 min read
As artificial intelligence scales, the next constraint may not be chips, but the infrastructure around them. Power, memory, storage and cooling are emerging as the new battlegrounds of the AI economy.
Aako Ugbabe · 24 July 2026 · 11 min read