Industry Findings: Latin America’s structural shift toward building local capacity for value-added mineral processing and data-centre investments is catalyzing a regional push to capture more of the AI hardware value chain; these macroeconomic and resource shifts were made visible in international investment discussions in Nov-2025, improving investment risk profiles for large infrastructure projects.
Industry Progression: Recent regional finance and development announcements (Nov-2025) emphasise lithium and critical-minerals value-chain investments and data-centre buildouts — developments that drive near- to mid-term opportunities for local data-centre operators and OEM integrators to secure accelerator-equipped racks and create longer procurement pipelines for hardware deployment.
Industry Player Insights: Key companies operating in this regional market include NVIDIA, Tecto, V.tal, and IBM Latin America etc. Regional hyperscale data-centre projects (e.g., Tecto’s 200MW project in Brazil) paired with global accelerator suppliers create sizable commercial channels for rack and module procurement, enabling Latin American integrators to source validated accelerator stacks locally and reduce long-haul logistics costs.