Zimba Capital Research

Author: Emmanuel Birungi

1 article
  • August 23, 2026

Africa’s AI Compute Gap: Power, Sovereignty, and the Next Great Infrastructure Divide

Only a small number of countries host AI-specialised data centres, and Africa is almost entirely absent from that map.

Emmanuel Birungi
  • August 16, 2026

Test Article

Ghostpro is a powerful platform designed for content creators and businesses looking to establish a professional online presence. Its...

Zimba Capital Research
Layered translucent bands charting overlapping capital flows against a fine measurement grid.
  • August 12, 2026

The Cost of Patient Capital

Long-duration money is repricing. The consequences reach well past the endowment model that popularised it, into venture, infrastructure, and...

Kevwe Ebireri
A dense matrix of small squares on a near-black field, brightening along a single diagonal band.
  • August 7, 2026

The Compute Bottleneck Nobody Priced In

Model capability is no longer constrained by algorithms or capital. It is constrained by transformers, turbines and transmission queues,...

Kevwe Ebireri
Concentric elliptical rings radiating from a solid centre point, beside a stepped series of rising bars.
  • August 2, 2026

Why Operating Leverage Stopped Working

A generation of managers was taught that scale converts revenue growth into margin expansion. Across large parts of the...

Kevwe Ebireri