Cloud Providers in Brazil Emerging Consumption Needs Analysis¶
Impact of Behavior Changes¶
The evolving consumption behavior within the Brazilian market significantly shapes the demand for cloud services across the value chain. The accelerated pace of cloud adoption and migration is a primary driver, leading to an increased need for robust infrastructure and flexible platform services to host diverse workloads. As businesses increasingly rely on the cloud for digital transformation, their consumption patterns shift towards scalable, on-demand resources.
A key behavioral change is the growing preference for Software as a Service (SaaS) solutions. This indicates a need for readily available, subscription-based applications that reduce internal IT management overhead. While consuming SaaS directly, this behavior also indirectly increases the demand on the underlying Platform and Infrastructure layers, as SaaS vendors require these resources to deliver their services reliably and at scale.
The adoption of cloud-native development practices by more mature companies, particularly in sectors like fintech and e-commerce, signifies a need for specialized Platform services such as managed Kubernetes and serverless functions. This behavior reflects a consumption need for environments that support rapid application development, deployment, and scaling.
Complexity and a persistent skill shortage in the local market are driving businesses to increase their reliance on Managed Service Providers (MSPs) and consulting firms. This behavior creates a direct consumption need for a broad range of expert services, including strategic guidance, implementation support, and ongoing management of cloud environments. The demand for outcome-based pricing, specifically FinOps-focused models, highlights an emerging need for transparency and cost optimization in cloud consumption, pushing MSPs to offer services that directly align with clients' financial objectives.
The move towards multi-cloud strategies, driven by the desire for flexibility and avoiding vendor lock-in, presents a consumption need for services and tools that can effectively integrate and manage workloads across different cloud platforms. This complexity requires specialized expertise found in the Services and Consulting layer.
Regulatory requirements, such as LGPD, are influencing consumption behavior by creating a need for cloud solutions that ensure data residency within Brazil and comply with specific security and privacy standards. This drives demand for infrastructure and platform services with local availability zones and for compliance-focused consulting.
The significant skill shortage across Brazil translates into an ongoing consumption need for external expertise provided by MSPs and consultants, as well as a fundamental need for accessible and effective cloud training and certification programs to build internal capabilities.
Furthermore, the lack of security maturity, particularly among SMBs, creates a need for simplified and robust security solutions offered by cloud providers and a demand for managed security services from the Services layer. Finally, the increasing adoption of cloud by government entities represents an emerging consumption need for tailored solutions that meet the unique requirements and procurement processes of the public sector.
Table of Potential Impact of These Needs¶
| Behavior Change | Emerging Consumption Need | Potential Impact on Value Chain Step (Infrastructure) | Potential Impact on Value Chain Step (Platform) | Potential Impact on Value Chain Step (Software) | Potential Impact on Value Chain Step (Services & Consulting) |
|---|---|---|---|---|---|
| Accelerated Cloud Adoption & Migration | Faster, more efficient migration services; scalable infrastructure & platform resources. | Increased investment and demand for data center capacity (colocation, hyperscale) and high-speed network connectivity. | Higher consumption of core IaaS (VMs, storage, networking) and foundational PaaS services. | Increased adoption of existing SaaS; need for migration of custom applications to cloud platforms. | Significant growth in demand for migration planning, execution, and post-migration optimization services. |
| Growing Demand for SaaS | Reliable and scalable hosting for SaaS applications; integration services. | Indirect increased demand for data center capacity and network from SaaS vendors. | Increased consumption of IaaS and PaaS by SaaS providers. | Direct increase in the consumption of SaaS applications; need for integration with other business systems. | Demand for implementation, customization, and integration services for SaaS solutions. |
| Adoption of Cloud-Native Development | Specific PaaS tools (Kubernetes, serverless); DevOps expertise; automated development pipelines. | Continued demand for underlying infrastructure with potentially shifting requirements for connectivity and performance. | Increased consumption of managed Kubernetes, serverless functions, container registries, and CI/CD services. | Development of new, cloud-optimized applications; need for developers skilled in cloud-native principles. | High demand for consulting on cloud-native architectures, DevOps implementation, and specialized development services. |
| Increased Reliance on MSPs & Consulting | Broader range of managed services; expert strategic advice; implementation support; ongoing operational management. | Indirect demand for infrastructure as MSPs require resources for their services. | Indirect increased consumption of IaaS/PaaS as MSPs manage these resources for clients. | Demand for MSPs to manage and support SaaS applications and environments. | Direct and significant increase in demand across all service offerings; strengthening of partnerships between cloud providers and service partners. |
| Demand for Outcome-Based (FinOps) Pricing from MSPs | Cost optimization tools and services; transparent reporting on cloud spend; services aligned with cost savings. | Pressure on MSPs to utilize infrastructure efficiently. | Pressure on MSPs to optimize client's IaaS/PaaS consumption through monitoring, recommendations, and automation. | Indirect pressure on SaaS vendors to optimize their own infrastructure costs if they integrate with FinOps practices. | Innovation in MSP business models towards FinOps-focused services, cost management consulting, and value-based pricing. |
| Adoption of Multi-Cloud Strategies | Multi-cloud management platforms; integration expertise; cross-cloud security and governance. | Increased demand for colocation and network services facilitating interconnection between different cloud environments. | Consumption of services from multiple Platform providers; increased complexity in resource management. | Businesses using SaaS across different underlying platforms; increased need for application integration. | Significant increase in demand for multi-cloud architecture design, integration services, governance, and managed services for heterogeneous environments. |
| Focus on Regulatory Compliance (LGPD, Central Bank) | Cloud solutions with local data residency options; compliance-specific features; regulatory consulting. | Increased demand for data centers with local presence and relevant certifications. | Demand for Platform services offering data residency in Brazil and features supporting compliance (identity, logging, security). | SaaS vendors needing to ensure their hosting and data handling comply with local regulations. | Increased demand for consulting on cloud compliance, data governance, and security aligned with LGPD and sectoral regulations. |
| Persistent Skill Shortage | Accessible training and certification; external expertise through managed services. | Limited direct impact on infrastructure. | Demand for simplified platforms and managed services offered by providers; increased demand for platform-specific training. | Limits effective utilization of SaaS and development of cloud-native apps without external support. | Significant increase in demand for training, certification programs, and comprehensive managed services to fill internal skill gaps. |
| SMBs Lacking Security Maturity | Simplified security solutions; managed security services. | Limited direct impact. | Need for user-friendly security configurations and potentially managed security services from providers or partners. | Need for robust built-in security features in SaaS and accessible security controls for SMBs. | Increased opportunity for MSPs to offer tailored security assessments, implementation, and managed security services for SMBs. |
| Growing Government Adoption | Cloud solutions tailored to public sector needs; specific procurement and compliance support. | Increased demand for data center capacity and network connectivity from government entities. | New customer segment for Platform providers with potential specific requirements for security and compliance. | Opportunity for SaaS vendors offering solutions relevant to public sector needs. | Demand for consulting on government cloud strategy, migration of public sector systems, and managed services compliant with government regulations. |
References¶
Consumo de energia de data centers igualará o de 25 mi de pessoas – Poder360. https://www.poder360.com.br/economia/consumo-de-energia-de-data-centers-igualara-o-de-25-mi-de-pessoas/ Crescimento do mercado de cloud computing. O que as empresas devem levar em consideração na hora de implementá-la? - TI Inside. https://itinside.com.br/04/07/2024/crescimento-do-mercado-de-cloud-computing-o-que-as-empresas-devem-levar-em-consideracao-na-hora-de-implementa-la/ Investimentos em nuvem devem superar R$ 8 bilhões no Brasil em 2024. https://www.contador.cnt.br/noticias/artigos/2024/08/07/investimentos-em-nuvem-devem-superar-r-8-bilhoes-no-brasil-em-2024.html Tamanho do mercado de serviços de infraestrutura em nuvem e análise de participação- Relatório de pesquisa da indústria- Tendências de crescimento - Mordor Intelligence. https://www.mordorintelligence.com/pt/industry-reports/cloud-infrastructure-services-market Tecnologias de Nuvem no Brasil: Os Principais Provedores em 2024 - Serverspace. https://serverspace.io/pt/blog/cloud-technologies-in-brazil/ Na disputa pelos Data Centers - pv magazine Brasil. https://www.pvmagazine.com.br/2024/08/09/na-disputa-pelos-data-centers/ Todos os Data Centers que serão lançados em 2024 - DCD - Data Center Dynamics. https://www.datacenterdynamics.com/pt/noticias/todos-os-data-centers-que-serao-lancados-em-2024/ Investimentos em Data Centers no Brasil: R$ 12 Bilhões Até 2026 - | Revista | O Empreiteiro. https://oempreiteiro.com.br/noticias/data-centers-devem-movimentar-r-12-bi-ate-2026/ Estudo da Anatel descarta regulação do mercado de data centers - TeleSíntese. https://www.telesintese.com.br/estudo-da-anatel-descarta-regulacao-do-mercado-de-data-centers/ Brasil está no top 5 no mundo por consumo de computação em nuvem. https://www.convergenciadigital.com.br/Brasil-esta-no-top-5-no-mundo-por-consumo-de-computacao-em-nuvem,369368.html Huawei Cloud tem crescimento do negócio de 15 vezes em cinco anos no Brasil. https://epocanegocios.globo.com/empresas/noticia/2024/11/huawei-cloud-tem-crescimento-do-negocio-de-15-vezes-em-cinco-anos-no-brasil.html Gerencie seu ambiente híbrido e multicloud com os serviços gerenciados da Equinix Brasil. https://www.equinix.com/pt-br/services/managed-services/brazil SCC Brasil | Sua empresa para Cloud, AWS e Consultoria. https://sccbrasil.com.br/ Consultoria Cloud | ESX. https://esx.com.br/consultoria-cloud/ Cloud Gerenciado: serviços gerenciados em nuvem - Claranet. https://www.claranet.com/br/servicos/cloud/cloud-gerenciado/ Como o mercado de cloud está moldando o futuro dos negócios no Brasil e no mundo?. https://itforum.com.br/noticias/como-o-mercado-de-cloud-esta-moldando-o-futuro-dos-negocios-no-brasil-e-no-mundo/ O mercado de computação em nuvem segue crescendo rapidamente - IOX Cloud. https://ioxcloud.com.br/mercado-de-computacao-em-nuvem-segue-crescendo/ Brasil projeta investimento superior a US$ 2 bilhões no aluguel de data centers em 2024. https://itinside.com.br/05/11/2024/brasil-projeta-investimento-superior-a-us-2-bilhoes-no-aluguel-de-data-centers-em-2024.html Soluções em Cloud Computing Brasil - Brazuca Cloud. https://brazucacloud.com.br/ Crescimento da Indústria de Cloud Previsto para 2024 - Pauta Brasil. https://pautabrasil.com.br/noticias/crescimento-da-industria-de-cloud-previsto-para-2024/ Empresas adotam cada vez mais cloud computing para impulsionar a transformação digital. https://informationmanagement.com.br/transformacao-digital/empresas-adotam-cada-vez-mais-cloud-computing-para-impulsionar-a-transformacao-digital. MultiClara. https://multiclara.com.br/ Servidor Cloud: Ranking dos Melhores de 2025. https://www.hostgator.com.br/blog/servidor-cloud-ranking/ Consultoria - Cloud Treinamentos. https://cloudtreinamentos.com/consultoria/ Data center cresce na estratégia das operadoras de telecom - TELETIME News. https://teletime.com.br/18/03/2025/data-center-cresce-na-estrategia-das-operadoras-de-telecom/ BR Cloud Services – Consultoria de Serviços na Nuvem. https://brcloudservices.com.br/ Faiston. https://faiston.com.br/ BluePoint IT Services. https://bluepoint.com.br/servicos-gerenciados/ Localização Estratégica: A Maior Plataforma de Data Centers do Brasil. https://eleadatacenters.com/pt/localizacao-estrategica-brasil/ Por que as empresas estão migrando para a nuvem? - Portal Information Management. https://informationmanagement.com.br/cloud-computing/por-que-as-empresas-estao-migrando-para-a-nuvem/ Mercado de data centers em São Paulo dados recentes | BR - Cushman & Wakefield. https://www.cushmanwakefield.com/pt-br/brazil/insights/mercado-de-data-centers-em-sao-paulo-dados-recentes Mercado brasileiro projeta investimento superior a US$ 2 bilhões no aluguel de Data Centers em 2024 - Brasscom. https://brasscom.org.br/imprensa/mercado-brasileiro-projeta-investimento-superior-a-us-2-bilhoes-no-aluguel-de-data-centers-em-2024/ Tendências de cloud computing no mercado brasileiro: como a ferramenta impulsiona a expansao de empresas nacionais de cloud privado? - TI Inside. https://itinside.com.br/20/05/2024/tendencias-de-cloud-computing-no-mercado-brasileiro-como-a-ferramenta-impulsiona-a-expansao-de-empresas-nacionais-de-cloud-privado/ Tendências de TI: 5 desafios - AbraCloud. https://www.abracloud.org.br/tendencias-de-ti-5-desafios/ Tamanho do mercado de computação em nuvem, crescimento | CAGR de 18%. https://www.fortunebusinessinsights.com/pt-br/industria-de-computacao-em-nuvem-106421/ O que é o Cloud Computing e qual a sua finalidade? - Corporis Brasil. https://www.corporisbrasil.com.br/blog/cloud-computing/