Industry Findings: National ambition to host sovereign compute and attract large private capital is recalibrating procurement: buyers increasingly demand partners that can provide long-term energy contracts, tax-incentive aware tenancy and in-country certification pathways, because these factors materially reduce operating and political risk for data-intensive projects (Oct-2025). The result: procurement leans to vendors that can secure local energy and regulatory alignment.
Industry Progression: A headline LOI is signalling a step-change. OpenAI’s Letter of Intent with Sur Energy to explore a large-scale Argentina data-centre (branded internally as “Stargate Argentina”)—a potential multi-billion project sized to support advanced AI compute—creates a concrete pathway for attracting both hyperscaler tenancy and industrial energy investments. That single development positions Argentina as a prospective regional node for large training clusters and shifts procurement discussions from theoretical to executable.
Industry Player Insights: Few market entities in Argentina include OpenAI, Sur Energy, MercadoLibre, and Globant etc. Argentine buyers and policy makers are prioritising partners who can deliver energy-anchored, incentive-aware compute offers. Example — the OpenAI–Sur Energy LOI (Oct-2025) and MercadoLibre’s regional infrastructure investments (2024–2025) demonstrate how private energy and platform capital can combine to produce locally-hosted accelerator tenancy; impact — shorter procurement cycles for large public and private AI initiatives.