Research and analysis for people who have to decide
Zimba Capital Research is the research and insights division of Zimba Capital. Our coverage is global, and organised into the areas below.
Recent publications
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.
Test Article
Ghostpro is a powerful platform designed for content creators and businesses looking to establish a professional online presence. Its...
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...
Coverage areas
Finance & Investment
Markets, capital allocation, investment theses and macro commentary, written for people who have to act on a view, not merely hold one.
Technology & Development
Emerging technology, product and engineering, and the digital infrastructure underneath it, assessed on evidence rather than announcement.
Business & Strategy
Operating insight, growth mechanics and sector analysis, the questions that decide whether a good market position becomes a good business.
Infrastructure & Energy
Power systems, compute capacity, logistics and the physical assets everything else depends on. The binding constraint is rarely the idea.
The Zimba Briefing
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What we write
- AnalyticalWorking through a question with the evidence.
- PhilosophicalExamining the idea underneath the question.
- CommentaryA response to events as they happen.