The rapid expansion of AI (artificial intelligence) has forced the global digital infrastructure to reinvent itself, driving a new wave of investment in data centers and significantly increasing the demand for energy.
A PwC study, titled "Data centers at the convergence of technological disruption and resilience," estimates that technology-related advancements could attract around $1 trillion in investment by 2027.
According to the survey, it is in this scenario that Brazil positions itself as a potential global hub for artificial intelligence. The study indicates that the country is undergoing a structural transformation, moving from acting merely as a regional player to occupying a prominent position on the international stage.
Among the factors supporting this progress are the capacity for large-scale renewable energy generation, tax incentives, and a connectivity infrastructure capable of supporting intensive processing loads. The study also highlights pillars that strengthen Brazil's position, such as the oversupply of wind and solar energy.
In cases of curtailment (surplus renewable generation), this scenario allows developers and large technology companies to secure highly competitive power purchase agreements (PPAs), reducing operational costs.
Furthermore, Provisional Measure 1.318/2025, which establishes the REDATA program, is considered crucial in giving national priority to digital infrastructure. The initiative reduces the tax burden on equipment and civil works, thus lowering capital expenditures (CAPEX).
The international scenario also favors Brazil.
While Brazil is making progress, the study points out that traditional markets, such as North America and Europe, face limitations related to energy availability and areas for expansion.
Furthermore, the international landscape has been impacted by geopolitical tensions, such as restrictions and tariffs imposed by the United States on AI chips, highlighting weaknesses in global supply chains.
To take advantage of this window of opportunity, the study recommends that Brazilian companies adopt integrated strategies.
Key initiatives include: offering solutions that integrate renewable energy contracts, infrastructure, and connectivity, and pursuing international certifications (such as ISO 50001) to meet the demands of large technology companies.
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An answer
We have no doubt that Brazil can be a very important player in the expansion of AI via Data Centers. Let's remember that the country has very few Data Centers and needs to expand that number. It should be noted that a large part of Brazilian data that travels on the Internet is processed abroad, and renewables, especially solar, are key players, relying on battery storage to meet this demand.