↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER

Teraco Data Environments Grade B

Africa's carrier-neutral hyperscale AI interconnect substrate and subsea cable landing anchor · Category: Hardware & Physical Substrate

Executive Physical Feasibility & Delivery Audit

Institutional Baseline: CAF Watcher evaluates stated accelerator capabilities against empirical physical reality (interconnection queues, electrical substations, liquid cooling heat transfer, and optical network fabrics). Missing public evidence is classified as unknown—it is never treated as zero capacity. Operator telemetry strengthens assessments, but participation is never mandatory.

CAF INTERVAL
[0.21 – 0.4]
DELIVERY GAP SCORE
52 pts
OPERATING POWER
0.1 GW
vs 0.1 GW announced
EVIDENCE CONFIDENCE
MEDIUM (65%)

Physical Coupling Pillars

Power & Grid Substrate (E): 70/100. 180 MW secured capacity backed by 100MW utility wheeling solar contracts to insulate against Eskom load curtailment.
Thermal Dissipation & CDU Limits (T): 72/100. Deployed closed-loop water systems with adiabatic dry coolers to protect against municipal water supply interruptions.
Cluster Topology & Optical Fabric (N): 82/100. Houses NAPAfrica, Africa's largest Internet Exchange Point (IXP) with over 4.5 Tbps of peak peering throughput.
Silicon & Advanced Packaging (O): 68/100. Hosts Microsoft Azure, AWS Direct Connect, and Oracle Cloud interconnect nodes for sub-Saharan Africa.

Attributable Public Evidence Ledger

Every claim evaluated by CAF Watcher is grounded in public regulatory filings, utility interconnection disclosures, environmental permitting reports, or peer-reviewed engineering papers.