AetherGrid Digital Infrastructure — ESG & Development Impact

The development impact, the environmental sustainability, the social and governance programme and the quantified development impact and B-BBEE underpinning AetherGrid.

AetherGrid Digital Infrastructure Business PlanSection 11 › ESG & Development Impact

Section 11 · Business Plan

ESG & Development Impact

The development impact, the environmental sustainability, the social and governance programme and the quantified development impact and B-BBEE underpinning AetherGrid.

11.1 Development impact

AetherGrid delivers substantial national development impact. By Year
10 the platform will have created over 3,500 direct jobs and supported
more than 15,000 indirect jobs, while enabling African cloud and AI
infrastructure growth, reducing dependence on offshore facilities,
improving regional internet performance, and advancing the
data-sovereignty objectives of the National Data and Cloud Policy.

Figure 22
Figure 22 — Development impact: ~3,500 direct and ~15,000 indirect jobs by Year 10

11.2 Environmental sustainability

  • 80% renewable energy by Year 10 via on-site solar, battery
    storage and renewable PPAs, lowering carbon and stabilising energy cost
    against load-shedding
  • Closed-loop, zero/low-water cooling addressing South Africa’s
    water scarcity; free-air and liquid cooling improving PUE toward
    1.25
  • Alignment with global cloud tenants’ carbon commitments,
    increasingly a prerequisite for winning hyperscale contracts
  • Contribution to grid stability through captive generation and
    demand-management capability

11.3 Social and governance

  • B-BBEE participation, local content and skills development in
    data-centre construction, operations and the broader digital
    economy
  • High-skilled employment (engineering, operations, security,
    network) and SMME/supplier development
  • Data sovereignty and national digital resilience, keeping
    sensitive workloads onshore under the National Data and Cloud
    Policy
  • IFC Performance Standards and Equator Principles as the
    governance baseline for DFI participation; ISO-certified management
    systems

11.4 Quantified development impact and B-BBEE

AetherGrid’s development impact is material and measurable, aligning
the platform with national digital, industrial and transformation
objectives and with the mandates of the DFI and impact investors it
targets.

Impact dimension Year-10 target Contribution
Direct employment 3,500+ jobs Engineering, operations, security, network, corporate
Indirect employment 15,000+ jobs Construction, supply chain, digital-economy enablement
Renewable energy 80% of consumption Solar, storage and PPAs; grid-stability contribution
Digital sovereignty National workloads onshore Data residency under National Data & Cloud Policy
B-BBEE & local content Broad-based participation Ownership, skills, SMME and supplier development
Economic enablement Cloud/AI backbone Lower latency, cost and offshore dependence

Data centres are foundational infrastructure for the digital economy:
by lowering the cost and latency of cloud and AI services and keeping
sensitive workloads onshore, AetherGrid enables productivity gains
across banking, government, healthcare, education and enterprise far
beyond its direct footprint. This economic-enablement multiplier, the
digital analogue of what ports and power networks do for the physical
economy, is the deepest development case, and it underpins the
platform’s alignment with DFI and sovereign digital-infrastructure
mandates.

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of AetherGrid Digital Infrastructure Holdings (Pty) Ltd.