MTN targets 150MW in first phase of AI data centre push

MTN Group is targeting 150MW of capacity in a first phase spanning South Africa and Nigeria, group CEO Ralph Mupita told a media roundtable on Tuesday. The group will hold only a minority stake in the UAE-backed data-centre venture behind it, he said.

The comments put hard numbers to a deal MTN described only in outline in its results for the six months ended 30 June 2026 .

The results booklet confirmed that, after the reporting period, MTN Digital Infrastructure had “entered into a strategic partnership with a UAE-backed data centre investment platform to accelerate the development of AI-ready digital infrastructure platforms across Africa”.

The vehicle, named Africa Data Hub Holding, “will serve as the platform through which future digital infrastructure opportunities will be developed and scaled across key African markets”.

What the booklet did not disclose was MTN’s stake, the capacity planned or the capital committed. Nor did MTN name the partner. Mupita filled in some of those blanks on Tuesday.

“For data centres, our approach is to partner with third parties with the necessary skills and capabilities, like the mentioned UAE-backed deal. We will be a minority investor,” he said. “For now, only in South Africa and Nigeria, we are in that partnership, looking at 150MW as phase 1. We will build out as demand requires. We are making sure we acquire the land, and necessary power arrangements, for multiple phases to build out these data centres as needed over time.”

The minority-investor stance is consistent with the capital-light approach MTN has signalled as it lines up partners for an African AI data-centre play rather than funding hyperscale capacity off its own balance sheet. It also fits the repositioning under the group’s Ambition 2030 strategy, which leans on partnerships in fintech and digital infrastructure while the group keeps a tight rein on leverage. MTN closed the period with net debt to Ebitda of 0.3x and did not declare an interim dividend, though it confirmed that a R6-billion share buyback would start.

The demand behind the data centre push is enterprise and cloud, not the retail mobile market. MTN says the platform will address “growing demand for cloud, enterprise and data-intensive services” across Africa, and it expects the continent’s enterprise market to grow around 1.6 times by 2030.

Those are different customers and workloads from the connectivity business that still generates most of its money, where group service revenue climbed 17.5% in constant currency to R115.3-billion in the half. MTN had earlier flagged plans to turn its African tower estate into an AI inference grid .

Asked which AI use cases excite him most, Mupita reached not for customer-facing products but for the network itself.

“With AI, optimising energy efficiency across our networks is a no-brainer. We’re looking at [Cape Town] already as a test base, to dynamically bring power consumption down,” he said.