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While the tech world obsesses over AI deployments in traditional markets, a silent revolution is taking place in the global south. Could emerging markets actually leapfrog the West in AI infrastructure?
In this exclusive recording from PTC'25, we bring you inside one of the conference's most revealing panels on digital infrastructure, where industry leaders reveal why countries like Brazil and India might have surprising advantages in the new AI landscape.
In this episode, you'll discover:
Why Brazil's 20-year energy strategy has created an 8GW green energy surplus that's attracting major AI players
How the IFC is deploying $2B+ in digital infrastructure across high-risk markets, and their unconventional due diligence approach
The "structuring around chaos" model that's helping investors navigate political and regulatory uncertainty
Why semiconductor innovations reducing power consumption by 70% could be more important than grid expansions
The surprising statistic about Africa's data center capacity that reveals the scale of both the challenge and opportunity
Featured Experts:
Obinna Isiadinso (International Finance Corporation)
Sally Wentworth (Internet Society)
Alessandro Lombardi (Elea Data Centers)
Russ Esmacher (Infinera)
"Power is the new gold rush of this century... even if there's demand, if you don't have power, you simply cannot deploy AI infrastructure." - Alessandro Lombardi
Read the full breakdown and analysis in our Substack article → AI Infrastructure in Emerging Markets: The New Digital Frontier
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