Cloud Providers in Brazil M&A Movements Analysis¶

M&A Movements¶

Based on the provided documents and analysis, there is no specific information detailed regarding major M&A movements within the Brazilian cloud provider value chain for the years 2024 and 2025. The focus of the provided data is primarily on market growth, significant infrastructure investments by existing players, strategic priorities, and the competitive landscape. Therefore, an analysis of the impact of major M&A movements on the value chain cannot be conducted based solely on the provided context.

While significant investments and expansions by companies like Ascenty (Digital Realty JV), Scala Data Centers (DigitalBridge), and others are highlighted, these are presented as investment and growth strategies rather than explicit merger or acquisition events impacting the structure of the value chain through M&A.

Table of the impact of these movements.

As no major M&A movements were identified within the provided data for analysis, a table detailing their impact on the value chain cannot be created. The provided information focuses on the impact of investment and growth strategies, particularly in the infrastructure layer, which drives expansion across the value chain by providing the foundational capacity for Platform, Software, and Services.

References¶

Value Chain Report on the Cloud Providers Industry in Brazil
Cloud Providers in Brazil Market Players Analysis
Cloud Providers in Brazil Porter's Six Forces Analysis
Cloud Providers in Brazil Strategic Priorities and Investments Analysis
Cloud Providers in Brazil Global vs Local Outlook Analysis
Brasil avança em data centers e caminha para se tornar a nova fronteira do setor - NeoFeed (neofeed.com.br)
Investimentos em Data Centers no Brasil: R$ 12 Bilhões Até 2026 - | Revista | O Empreiteiro (oempreiteiro.com.br)
O mercado de computação em nuvem segue crescendo rapidamente - IOX Cloud (ioxcloud.com.br)
Tecnologias de Nuvem no Brasil: Os Principais Provedores em 2025 - Serverspace (serverspace.io)
Gastos com data centers no Brasil podem superar US$ 2 bi 2024 - IT Forum (itforum.com.br)
Brasil projeta investimento superior a US$ 2 bilhões no aluguel de data centers em 2024 - IT Inside (itinside.com.br)
Brasil projeta investimento superior a US$ 2 bilhões no aluguel de Data Centers em 2024 - Brasscom (brasscom.org.br)
Mercado de cloud aumenta quase 25% no primeiro trimestre de 2025 à boleia da IA
Senior Sistemas reporta receita líquida de R$ 975,9 milhões e cresce 35% em receita cloud em 2024 | Noticenter (noticenter.com.br)
Nova regra para data centers deve atrair R$ 2 trilhões em 10 anos - Poder360 (poder360.com.br)
Gastos com nuvem pública devem chegar a US$ 723 bilhões em 2025
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Brazil's Digital Policy in 2025: AI, Cloud, Cyber, Data Centers, and Social Media
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Microsoft announces 14.7 billion Reais investment over three years in Cloud and AI infrastructure and provide AI training at scale to upskill 5 million people in Brazil
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Scala Data Centers reveals plan to invest US$2bn in LatAm by 2025 - BNamericas (bnamericas.com)
Equinix to invest $94m in third Rio de Janeiro data center, Brazil - DCD (datacenterdynamics.com)
OData announces new data center in São Paulo, Brazil - DCD (datacenterdynamics.com)
Elea Digital Data Centers announces expansion in the Greater São Paulo area
AI and cloud push Brazilian banks toward record tech spending in 2025 - BNamericas (bnamericas.com)
Brazil's leading position in data centre and cloud computing investments: key drivers and future perspectives | International Bar Association (ibanet.org)
Ascenty Reports 54% Sales Growth in 2024 and Expands Client Portfolio
Scala Data Centers announces the groundbreaking of a 560 MW Power Substation in São Paulo: A Game-Changer for Brazil's Digital Infrastructure Landscape
AWS launches Skills to Jobs Tech Alliance Program in Brazil
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Brazil ICT spending soars to US$90bn on AI, cloud and digitization - BNamericas (bnamericas.com)
Brazil's IT Market Surges 13% in 2024, Leading Latin America - Nearshore Americas (nearshoreamericas.com)
Ascenty invests $290m to construct five more data centers in Latin America - DCD (datacenterdynamics.com)
Brazil Data Center Market - Investment Analysis & Growth Opportunities 2025-2030
Brazil's Scala Data Centers Secures LATAM Dominance, Plans To Develop 'AI City'
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Investing in Brazil - AWS (aws.amazon.com)
Elea Data Centers: Sustainable Data Centre Leaders in Brazil
Equinix advanced US$190mn in LatAm datacenter builds in Q1 - BNamericas (bnamericas.com)
Data center boom in Latin America calls for accelerating infrastructure investment
Contents - Scala Data Centers (scaladatacenters.com)
Brazil's RNP to host IT infrastructure at Elea data center - DCD (datacenterdynamics.com)
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