Industry Findings: Brazil’s compute landscape is being reshaped by large-scale public digital programmes, fintech expansion and rapid datacentre build-out led by domestic and foreign investors. Structural clarity improved when the federal government advanced its national AI governance and digital transformation guidelines in Apr-2024, outlining infrastructure readiness expectations for public-services AI. This guidance heightened demand for processors with strong compliance telemetry, predictable throughput and energy-efficient performance for health, tax, education and smart-city workloads. Near term, enterprise AI deployments will rely on inference-optimised accelerators for fraud detection, logistics and agritech; medium term, Brazil’s hyperscaler and carrier-neutral datacentre expansion will elevate requirements for architectures that integrate with local sustainability mandates, domestic cloud connectivity and high-density cooling environments.
Industry Player Insights: Companies involved in Brazil industry are Vivo/Telefônica Brasil, AWS, NVIDIA, and POSITIVO Servers & Solutions etc. Vivo accelerated Brazil’s AI infrastructure by expanding GPU-backed cloud and edge solutions within its Vivo Cloud Plus portfolio in 2024, enabling enterprise-grade inference services. AWS continued to scale its São Paulo region in 2024–2025 with additional GPU instance families, improving access for fintech and public-sector workloads. POSITIVO Servers & Solutions advanced domestic hardware availability with new AI-ready server lines introduced in 2024, supporting local integrators seeking compliant, in-country hardware options. NVIDIA deepened regional partner enablement across 2024–2025, expanding access to high-performance accelerators through Brazilian system integrators. These actions broaden domestic sourcing options and accelerate Brazil’s transition to enterprise-scale AI compute.