Industry Findings: Market behavior across BRICS economies is being reshaped by accelerating AI infrastructure demand, paired with a push for domestic compute sovereignty (Oct-2023). Divergent regulatory regimes across Brazil, India, China, Russia, and South Africa have increased reliance on region-specific cloud footprints rather than Western-centric deployments. A defining example is Brazil and India’s surge in hyperscale investments, which has shifted procurement priorities toward scalable, in-country compute clusters.
Industry Progression: Progress gained momentum with Alibaba Cloud’s Dec-2023 announcement expanding its global partner ecosystem, including deeper engagement across emerging markets. This bolsters AI and compute availability across BRICS-aligned economies and encourages enterprises to diversify hosting strategies toward multi-vendor footprints. It also heightens competition with US and EU hyperscalers vying for high-growth workloads.
Industry Player Insights: The BRICS innovation pulse is driven by Huawei Cloud, Alibaba Cloud, Amazon Web Services, and Tata Communications. Tata Communications’ Aug-2023 expansion of its IZO cloud platform improved multi-region interconnect and workload routing, reinforcing hybrid adoption paths for BRICS enterprises and enhancing regional performance resiliency.