Sam Badawi(@Sam_Badawi):ByteDance is reportedly considering a Brazil data center expansion that would go beyond its existing $10B, 300 MW project in Ceará, on top of the tens of billions it has already announced there. Brazil's data center capacity has passed 1 GW, doubling since 2022, and Brasscom expects about 20% annual growth through 2031, which means more demand for chips and servers from Nvidia $NVDA and $AMD. The AI buildout is far from over, and the catch is power, with a Brazilian energy lawyer warning the grid can't take all the plants trying to connect.

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Sam Badawi@Sam_Badawi

2026.11.06 17:09

ByteDance is reportedly considering a Brazil data center expansion that would go beyond its existing $10B, 300 MW project in Ceará, on top of the tens of billions it has already announced there. Brazil's data center capacity has passed 1 GW, doubling since 2022, and Brasscom expects about 20% annual growth through 2031, which means more demand for chips and servers from Nvidia $NVDA and $AMD. The AI buildout is far from over, and the catch is power, with a Brazilian energy lawyer warning the grid can't take all the plants trying to connect.