Skip to content

Cloud Providers in Brazil Emerging Technologies Analysis

Emerging Technologies

The Brazilian cloud computing market is being shaped by several emerging technologies that are poised to significantly impact its value chain from infrastructure to services. Beyond the foundational cloud offerings, technologies such as Artificial Intelligence (AI), particularly Generative AI (GenAI), Edge Computing, Internet of Things (IoT), and Blockchain are driving innovation, creating new opportunities, and presenting unique challenges within the Brazilian context in 2024 and 2025.

Artificial Intelligence (AI) and Generative AI (GenAI): AI, and more recently GenAI, are rapidly moving from theoretical concepts to practical applications within Brazilian enterprises. Companies are leveraging AI and GenAI to analyze increasing volumes of data generated by growing cloud services and other digital initiatives to improve operations, enhance decision-making, and create new products and services. Deployments are expanding beyond traditional uses like sales and planning into core operational areas such as predictive maintenance in manufacturing and optimizing supply chain logistics. The Brazilian government is actively supporting AI development with significant investment plans, aiming to structure a robust AI value chain. AI is increasingly intertwined with other technologies like IoT and big data, with the use of cloud computing being a significant positive influence on AI adoption by Brazilian companies.

Edge Computing: Edge Computing involves decentralizing IT architecture by bringing computing and storage resources closer to data sources, away from centralized data centers. This trend is gaining traction in Brazil, driven by the increasing use of AI and IoT, which generate massive amounts of data that require processing with low latency. Edge deployments are crucial for time-sensitive applications in various sectors, including manufacturing (real-time machine monitoring, predictive maintenance), retail (personalized experiences, supply chain management), healthcare (real-time data processing), and logistics (fleet tracking, route optimization). The growing accessibility of cloud-based edge solutions is also making edge computing more viable for Small and Medium-sized Enterprises (SMEs) in Brazil.

Internet of Things (IoT): The number of connected devices in Brazil is projected to reach significant figures, indicating a strong growth in IoT adoption. IoT is a key technical determinant for the adoption of AI in Brazilian companies, highlighting the symbiotic relationship between these technologies. The increasing deployment of IoT sensors and devices generates vast amounts of data that necessitate the scalable processing and storage capabilities offered by cloud and increasingly, edge computing. The market for services related to the consultancy, implementation, and managed services for IoT has also matured in Brazil.

Blockchain: While not as pervasive as AI or Edge Computing, Blockchain technology is being explored and adopted in Brazil for its potential to enhance transparency, security, and efficiency in various processes. In the context of the cloud value chain, Blockchain can be leveraged for secure and immutable record-keeping, particularly relevant for supply chain management, verifying transactions, and improving accountability. For example, the Brazilian postal service is seeking Blockchain solutions to improve logistics and operational processes. Cloud and edge computing infrastructure can provide the necessary platforms for deploying and managing Blockchain applications at scale.

Potential Value Chain Impact and Industry Opportunities and Challenges of Emerging Technologies

Emerging Technology Potential Value Chain Impact Industry Opportunities Industry Challenges
Artificial Intelligence (AI) & Generative AI (GenAI) Infrastructure: Increased demand for high-performance computing resources (GPUs) and specialized AI infrastructure within data centers. Platform: Development of new AI/ML platforms, APIs, and managed services. Software: Creation of AI-powered SaaS applications and features across various industries. Services & Consulting: High demand for AI consulting, implementation, and MLOps expertise. Opportunity to offer specialized AI infrastructure and platform services. Development of innovative AI-driven solutions across all value chain layers. Increased efficiency and productivity for businesses adopting AI. Government investments stimulating AI ecosystem growth. Need for significant investment in specialized hardware and infrastructure. Talent shortage in AI/ML expertise. Ethical and governance considerations for AI deployment. Ensuring data privacy and security for AI workloads.
Edge Computing Infrastructure: Proliferation of smaller data centers and compute resources closer to end-users. Increased demand for localized network connectivity. Platform: Deployment of platform services (e.g., data processing, AI inference) at the edge. Software: Development of applications requiring low latency and real-time processing. Services & Consulting: Demand for managing distributed infrastructure and developing edge-specific applications. Enables new low-latency applications and use cases in sectors like fintech, gaming, and manufacturing. Expansion of infrastructure footprint beyond major hubs. Opportunities for specialized edge infrastructure and service providers. Improved data security and reduced bandwidth reliance for localized processing. Managing a distributed infrastructure landscape. Ensuring consistent security and management across numerous edge locations. Developing and deploying applications optimized for edge environments. Initial investment costs for setting up edge infrastructure.
Internet of Things (IoT) Infrastructure: Drives demand for scalable cloud and edge infrastructure to store and process massive IoT data. Platform: Need for platforms to ingest, manage, and analyze IoT data streams. Software: Development of IoT-specific applications and analytics platforms. Services & Consulting: Opportunities for IoT implementation, integration, and managed services. Fuels demand for cloud and edge infrastructure. Enables data-driven decision-making and automation across industries. Opportunities for developing specialized IoT solutions and services. Managing the security and privacy of a large number of connected devices and the data they generate. Complexity of integrating diverse IoT devices and platforms. Handling the volume, velocity, and variety of IoT data.
Blockchain Infrastructure: Requires reliable and scalable infrastructure for hosting Blockchain nodes and applications. Platform: Potential for Blockchain-as-a-Service offerings on cloud platforms. Software: Development of decentralized applications (dApps) leveraging Blockchain. Services & Consulting: Opportunities for Blockchain consulting, development, and integration services. Enables increased transparency and traceability in supply chains and other processes. Provides a secure and immutable record of transactions. Opportunities for developing innovative solutions in areas like logistics and compliance. Scalability challenges for large-scale Blockchain networks. Integration with existing legacy systems. Regulatory uncertainty surrounding Blockchain and cryptocurrencies. Need for expertise in Blockchain development and implementation.

References

  1. Brazil Taps Into Data, AI to Strengthen Supply Chains - Business Wire. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXGOj-Wi9kNESAMhEz-R8YLaklpmo2APJzgN2hE7N5mlF78opsj9ypeai5CjIV9nm3O_ziROWEBaYkaEMRim7nT8cUSbAn5cA3d97wH3LKWaBj6brIBZcVlan-KqMZmCkTzD4YAy5tTeRX708HhOGuVluo0MRjphUmrkPkZ7iI7-pDA3aFhtFzpGX98MxtkwCZa5D4hTVPVr5fVznwt6sRnQSQIh
  2. Assessing Generative AI: The Next Frontier for Brazilian Startups - Grão – Venture Capital. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXG3dkMtOR7KiUeVPEIF4uTO8q4z_9xx7YxondaZt4QeMr85hm8aBHXj7e0XMBCj-FEFyYxwx8YQ_YmH6toofNV9mpyhhKShsjV0N48GrVSPdaSmMw0kZ81lID6sGH2zR4TA1jPpQSZCMsMbu6fFPy4NsB9mKqOCVtFgO5XHtHzE8WQJqRKKn84=
  3. The Digital Pulse of Latin America: Brazil's Rise as a Global Tech Innovator. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXEBrc0x6FR_W_Ezli6psWiUtWQtMBjrDAqcILtN7kE7LRVP0fSv2igkF7ZSR8Fgu7s9sfvE3uP31bkV79wuYUhH88TyJqyw7v23pc7mlpdpA3sgex7F-w-ioztEEh_xpQXAyZvm_2Br1cJD3-Y_10dwTVpdXKy9uxi_KCTIP5sr_nyInfI2WlenCOKrI-_D4Qw-pa_jgVNDyNKs7KMSnNZYDNLmxm56CP7Hww==
  4. Brazil ICT spending soars to US$90bn on AI, cloud and digitization - BNamericas. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXG4ctIdBZbohZP-FTALzJEskKfMfsl5dk8Nyvwge7Pel-NugsfPdXavm7GzQbAiz72SiCLS48QsibwvUHD_FQeLabCzyEVKVjkodAYHe8dX4D7DbACHhgeTliw6JwhlZEJvKcMY0XG3sNHVabjXthYf9Oxm8AVTPl46g1X35BnxdKI0PfWNXJz6-l7mtohoxjGgTHZJCH-5N2I=
  5. Brazilian organizations leverage AI for world-class innovation | The Microsoft Cloud Blog. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXG0pcPlacT65rp_XsV5IGpYafXLBwGJJtbsX3LdSVWouCHc4NbIoFYlrVab_tEMR81obdFLQB0gKMGZnfR7RN2fLddtMcrvbxmhPcGVe3AKgsVat0JzndCgZl52REfSmMcETyyC_EtCNURHns4SIoBrZBQgmxmU0aYbF9HLGq9sBGaUyMWtWTSApxVF0zlpadding: 0;
  6. Top Tech Trends Impacting the Global Supply Chain in 2025 - TecEx. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXEOLcr8RcQ8EMOyXaFp1K9za811b9MDgGI6zqPImjKiNxi_OH5InzR3FOh3nmyKuthUa-_q-JwUdHAnPMLkLPFg9rHDc3Ty25eaQH-sqdPRrAf6tmFBhlbnrw==
  7. Edge Computing - DHL - Brazil. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXH4Ewx9Bp0q4lh4fiOZ9qGrnfWpFFThhZO6qRrKJNky1O3UcMCWwjuweMR_AuMIPLCuaJGM1Zz2BIfoqj0gd6P35R9_8CVIaurZO_5eaNYrjc7c33FrM5aQRnb7T9KzRuHevA2BIOgRXKuBBYs0M3CUNKBbRW3OW6CSSfmPlzIQ11dBPmYd4VhW0UpRHYVpdK65yzwF1OnB_YSzE2NBT4u5N_IU
  8. Brazil Edge Computing Market Size, Share, Analysis, Trends - Bonafide Research. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXF7j2XYsT8BTLPPC-OR7Zm2A3BAaZGxY89JvNR4eFHECmIVI7Pn4jtySPuRVY4T35reN1TRpDr6AGR762M78TYYgHo6gfkdhSzTP0I2fL7qVHcMqaOjLrhLHSmtBQDjx5xCDbfD2pAqRxZwoEkl-aEU9au7AM-5YV2HY6KlQAlEP4BKkexp0Q==
  9. Artificial intelligence: where does Brazil stand in global scientific production and what are the main technical determinants of adoption by Brazilian companies | Emerald Insight. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXGRHUE-1TxxS-RW-jU7YFwKoo9rbFKdqfVgwq3e7DjXdYabqz1FhMLHtagLNY9XD_1f4zth4RAbW2SA37LM2LD07jxwdDprROLAEviB1c3DpIVzSOWaBbiM4fq-GuX5Bax_ZVAx4kEVgQJ8_C7HrnnWvmbEPSCQlLFAlamhsMgj7CAdpyBc
  10. Digital Dams: How U.S.-Brazil AI Cooperation Could Help America's AI Ambitions Flow. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXE-WJ4q65ycUUZUskuvTH3Xgipe09CYeLAlVW1FfMIj0dHfyZmaqdUAqYgF67xOwCKOplTYD2SyQTbaQVdN7EhxtB3XZ3v-Lc3aV5rVlCPkpqofai3s-YmrDfwpzE27WFNAo7gNoRtphixfsuaw7_nN5TpOaWGAZF7uR1a4L7J4et7uT_T4UyGzRQjssnhMJKo_BnVvJ9PSqDIAMBY=
  11. Supply Chains at the Edge of Manufacturing: The Benefits of Moving Beyond Data Centers. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXG27MJUmZOc7YNHUIf893OsfZz-4mgDygx4Zx8jDBJ5CMvvt8BD_KBnxSbLPNm9TU64x562m-Omj2Lg-cYwdJsDJM1EX8fqSR67y0kRUyh58x-CG9_oUczC2GhwmQAed0bpFSkKdmqNWY9IT7Se0qS5Uesd-00Q21ZR1Bs21XihIxZLZWqPfuGjEM9gWxni2d1e9mGyRNKP7EVsWTB6KU8=
  12. Brazilian postal service looks to AI and blockchain for business efficiency. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXFmo-7dLzE_Eamypy96lvfxCNogcv3nG0gkVaGxQeQfuOkAVZpugA1x936h6BzNhLZJgR56gr0BPgEixO-KEl1NrO331RqlmYN5eb6XrhX8QIsvxjIFaqAAhhtOec35pJPUFbkVZ_wl5qQsAKyqt0Sgau7wIuFSt_qCQUeoMO9PjmPUJRiqWvl_s9SbBENiF80RYFQFQowkYL6c_mVJLgoTGBlDAsVit2pghU45yQ==
  13. Cloud/edge computing for compliance in the Brazilian livestock supply chain | Request PDF. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXEs5SeXbFCSuTsJx-xipYJNcragtDkqQmncJqDMuxWQoW90TAqS9i5sZg0xx4V6nsLjkGHPZJqp4CSVC62KSbhuZHIArd13QzM-8aXKzYU2KFaK6ayR35SfkRkD2TWTmwIAFavfhVsUIrGEXWCQo97wQFIHgfDJ6KzLJ7e29XAuId_tzHPkVEp-c4mxEad5R47eB98Ez7vlbOcowMsN1g9XWX-0RUEPeNSCpyLHYikCDNwgJA==
  14. Brazil's Digital Policy in 2025: AI, Cloud, Cyber, Data Centers, and Social Media. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXH-9uwVb0qFGCcZQfpijDuFhQHP933hUayXZNgeGEhoGPtI6g_-VXpeLY0FoH2A3Co9u63mYA2nq3f9E9GfXFjKXjSKyED4rVY-ECptlNTpH0Pmd7sI0x88TOMpDt9lsBG7CMhReq4thWNLKxgbxTrOmaG3n4D6tr_uQ_4v_GPdFaObgTUPNJJnQOYFBY3N3ccWZ94PGsSDGX27du3YUy4b1l_Oyh5YBx2TjNeW
  15. Enterprise Server Market in Brazil - Lucintel. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXHSrpZWNqJx5BH85KZpU-1Z8CY2v4k9FLGuS0cr08jpTy7Z-eCoRZjyVJfa9nUZaE1jYsKt8NketxTJVregpgZgkr5-GI1I_238df8J9Njrb2JNwFkS1D2mQwTTFNXjl0okMWzexT2tLkuMtf_dpXVCv0uSboJj
  16. AI for Supply Chain Optimization for Engineers in Brazil - BytePlus. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXF9kjDWqQ-o2Zb7JpNYSvTodiinBYtv0oBb1ZYyIfyuJHs-ho9rokTCS775FxsYJyvyu7_lkg6wLsyAtRRbnHf26R0YBMh3PthPbJhGmRiO6QflOSPBPB-ThzwU3StH
  17. Brazil Taps Into ServiceNow Ecosystem for AI, Automation - Business Wire. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXFcbi8OoqVWHj-5onBWzaF7nRIDHl-zOpt5alCkg0yj6cViQTkaO0u9OGMrmk44Jo9DGrDzF_jflEadQvHJoCIdvUUMaKhOj8BYjVhZ9yP0B-hBdhbR_k4d8xA5o-isUl76vktBr44XyuMWMioR4KUSKTsH5mvAK9GyE2S7diQSLIouWDEGJaX6l-nnpxTutvWwt-oD4vz3fv0j0bjgp5kRWA4mC_Pz
  18. Brazil - ICT - Information and Communications Technologies, and Telecommunication. https://vertexaisearch.cloud.google.com/grounding-api-redirect/AbF9wXH-LR6rT7U4qbJbkrC00oce7kQTic2KUt4e58PMpwFOVLjzIZtzCEe9bB1y9jZG6X234zwNG9uH4X6mQ-332YAEQELMC3ANF3LtuipBaDMxD1pMGAi-h45et0whQJCcb_hvYg3rSJBjR2754WmbwhOu8UFgouXF_yYebCJcvUOfp_Txr9kPPI-Vkd-qWPTVgDHs6Pnvr1U1DUbsbR8kExmj