FOr last year, energy and climatic stories are closely related to the impact of AI on the need for energy. As technology companies compete for the construction of new data centers, they have turned the story of the US emission reduction story.
In this environment, Brazil perceives the possibility. Until that moment, AI's demand has been the US, but Brazilian officials want to convince technology companies to build their country store. They call the country's strategic location in South America as a central hub and as a supportive political environment, but the largest sales argument is far from the country's electrical system: Nearly 90% It comes from renewable energy and there is already a good transmission infrastructure in Brazil, which moves electricity throughout the country.
When I talked to officials on the spot this week in Brazil, the topic seemed to be on everyone's language. “Our message to the world is based on our plan that AI [power demand] It is suitable for the use of renewable energy sources, ”Luis Manuel Rebelo Fernandes, deputy deputy of Brazilian science, technology and innovation, told me on a panel held at a web meeting in Rio de Janeiro.
There are tags that Bet pays off: dozens of data centers have evolved throughout Brazil, as large technology companies like Amazon and Microsoft pour billions into the sector.
This is, of course, an important story for the Brazilian and Latin American market, but I also share it to illustrate competition dividends that can come from pure energy. As electricity in some evolving market states is increasingly due to solar energy, they can get foreign investment – not only AI, but also from any foreign investor who wants their products to be clean.
Brazilian pure energy story Starts long before climate change became a global concern. Since the end of the 19th century, the state built Tamms to reach its industry using Brazilian 37,000 miles of waterways to develop fuel. By the 1960s, the state built megatams, which offer a large part of the country's power. As the dams are not necessarily near the cities, Brazil built a large transmission system that creates an integrated network. To.
In a nutshell, Brazil did not create a clean lattice for the administration of the environmental message. However, as large companies continue to work on their climate goals (even if it is quieter), the grid gives it a critical advantage.
“Brazil is well positioned,” said Luciana Aparecida da Costa, Director of the BNDES Development Bank of Brazilian Development Bank. “But we know we have to compete with other countries to attract it.”
However, as much as the state's electricity network, there are still questions in Brazil to answer. Climate change has influenced the water level, causing concern about the reliability of hydropower. And the rapid rise in electricity can emphasize the network just like the US
To solve these problems, the Brazilian government has emphasized support for new renewable energy production with new data centers. The county key plate is funding that it happens $ 4 billion AI plan started last year. “Every expansion of high performance calculation is related to the development of special sources of renewable energy,” Fernandes said.
And private companies want to do the same. For example, in April Reuters reported This Tiktok parent company Bytedance considered a massive data center investment in Brazil when the company grows its AI footprint – with new wind energy.
For the sake of clarity, there is no doubt that the AI race, as it is today, is between the US and China. There are models where AI works and where the most capital is used. However, the Brazilian pitch – and his early success – is a reminder of pure energy competition on the attractive world market.
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