America invents. China scales. Europe regulates. Others are spectators in the world of tech. So when US companies began the new AI infrastructure investment playbook, everyone knew that China was cooking something, and it was just a matter of time for the food to be served. And now we have the recipes from Alibaba: “Chinese e-commerce giant Alibaba has announced plans to invest $52.44 billion in cloud computing and artificial intelligence infrastructure over the next three years.”
AI by 2030 will break into China AI and US AI as Europe inserts itself on privacy and the usual regulatory marginals. But as that happens, more value will concentrate at the top, with few people capturing more economic value even as many lose positioning.
Let me tell you the hard truth: more than 80% of digital startups in Africa could become stale or obsolete by 2028 if they’re not rebuilt and retooled. When founders pitch these days, I just look because some do not know what is happening.
Register for Tekedia Mini-MBA edition 17 (June 9 – Sept 6, 2025) today for early bird discounts. Do annual for access to Blucera.com.
Tekedia AI in Business Masterclass opens registrations.
Join Tekedia Capital Syndicate and co-invest in great global startups.
Register to become a better CEO or Director with Tekedia CEO & Director Program.
Yes, as OpenAI updates its model, many companies are taken off the markets. As Google soups its AI models, many startups will go down. Nothing like this ever when you see what these models can do, just for 3-4 operating years. Then think about what will happen in the next 3 years! Many digital companies will disappear, and new species will emerge.
Not to panic anyone but in Tekedia Institute, we believe this statement: “More than 80% of digital startups in Africa could become stale or obsolete by 2028, due to AI, if they’re not rebuilt and retooled”.
Remember, according to recent reports, US-based Chegg experienced a significant decline in users, with a drop of around 21% in their subscriber base year-over-year, primarily attributed to competitive pressures from AI-based learning platforms like Google’s AI Overviews.
---
Register for Tekedia Mini-MBA (June 9 – Sept 6, 2025), and join Prof Ndubuisi Ekekwe and our global faculty; click here.