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Nobody wanted to invest in a country where the lights went off every…

Nobody wanted to invest in a country where the lights went off every single day. Now Eskom has the opposite problem. Too much power. Not enough buyers. Let that actually sink in. This is the same country that spent over a decade with rolling blackouts tearing through homes, factories, hospitals. Load shedding, for anyone who wasn't living it, meant scheduled cuts running eight, ten, twelve hours at a stretch. The same utility that became a global symbol of infrastructure failure. That country now has six gigawatts sitting on the grid with nowhere to go. So what do you do with surplus power? You go find the hungriest customers on the planet. Which is exactly what Eskom's chairperson did. He went on record with the Financial Times and said it directly: "We are having discussions with the Amazons, the Microsofts, the Googles. We love those discussions because those are power-hungry sectors. That's exactly what we need right now." Now before anyone gets the wrong picture. South African electricity is not shipping to a data centre in Virginia. What Eskom is actually pitching is: come build your data centres here. On South African soil. Plug into our surplus grid. The power stays in the country. The investment and the jobs come with it. No contracts signed yet. These are live discussions. But the intent is serious and the timing is not an accident. The global race to build computing infrastructure is burning through electricity at a rate most countries cannot satisfy. The US is constrained. Europe is constrained. And then there is South Africa. A recovering grid with available capacity, a location sitting between two hemispheres, and a government actively pitching itself as the continent's digital hub. That is an incredible position to be in. At the end of the day, South Africa has gone from load shedding to load selling. From businesses slapping solar panels on rooftops just to survive, to a country pitching itself as the backbone of an entire continent. That is a dramatic rewrite. And it has happened fast.

James GoddardAug 20, 2026Published to LinkedInView original ↗

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