Africa doesn’t need nuclear power to run AI data centers — at least, not yet.
The hype around SMRs misses cheaper, faster, proven options already available on the continent.
Read here: https://open.substack.com/pub/kaykluz/p/why-africa-doesnt-need-nuclear-power?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Thanks @FrankEleanya & @TechCabal for surfacing the conversation.
#ArtificialIntelligence
#AfricaTech
#DataCenters
#RenewableEnergy
#NuclearEnergy
AI is hungry for energy. But should Africa bet on nuclear? My answer: no. At least, not yet.
Small modular reactors are still theoretical, years away, and nowhere near the economics Africa needs today.
The real opportunity? Smarter, faster, cheaper renewables, hybrids, and grids.
Energy strategy matters more than hype.
Read the argument here: https://open.substack.com/pub/kaykluz/p/why-africa-doesnt-need-nuclear-power?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Week 6 of my #ThirdWayEnergy series is live! 📚
Today: Biomass gasification engineering from first principles. I break down the Boudouard reaction, explain tar formation physics, and share Python code for gasifier design.
Plus: A free interactive Colab notebook so you can design your own gasifier!
Building your first biomass gasification model from scratch (with Python code you can use to design your gasifier)
Energy needs Software in Africa.
This won't create one unicorn. It'll create DOZENS.
Every vertical in African energy needs its category leader. Who's building? My DMs are open.
Full breakdown: https://open.substack.com/pub/kaykluz/p/why-is-no-one-building-the-software?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Valuation is simple.
One question: What is something worth?
The formulas, the multiples, the “WACC” you pretend to understand — all just ways of making the guess look scientific.
TL;DR: It’s all made up, but some people make it up better.
I broke it down in a long read: https://open.substack.com/pub/kaykluz/p/the-complete-idiots-guide-to-valuation?r=bz76t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Our parents' generation is about to take something irreplaceable to their graves.
It's not money. It's worse.
#Economics #Technology #Education #Career #Jobs #Innovation #Sustainability #Infrastructure #FutureOfWork, #SkillsGap, #Jobs
Africa Can Win the AI Race
I theorise why the continent everyone ignores is about to capture a trillion-dollar market.
This isn't inspirational BS. It's thermodynamics.
While you're debating whether SF or Austin has better tacos for engineers, physics is dictating that AI compute must move to where energy is cheapest.
That's not California.
That's not Europe.
That's Africa.
MONTH 1 STATS:
☕ Coffee consumed: 97 cups
😴 Sleep lost: yes
📊 Models built: 12
✅ Models that work: 3
🧠 Sanity remaining: debatable
📧 Angry emails from supervisor: classified
Oh and Saudi announced 15 GIGAWATTS of solar
#EnergyResearch #PhDChaos #RenewableEnergy #AcademicLife #ResearchBlog #SaudiArabia #CoffeeAddict
Or: How I learned to stop worrying and embrace the chaos
The year is 2025. Your laptop is a prop. Your commute is a stage direction. Your main deliverable is your physical presence.
Your job is to perform "human."
The AI is doing the work. You are the alibi. 🎭
The year is 2025. Your laptop is a prop. Your commute is a stage direction. Your main deliverable is your physical presence.
Your job is to perform "human."
The AI is doing the work. You are the alibi. 🎭
