AI Infrastructure in the Global South: PTC’25 Insights

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0:06

SPEAKER 4

We are a panel that we've sort of changed a little bit of the dynamic of what we're going to talk about. It was really focused, but we've changed kind of the theme. It's going to still be around emerging markets, but it's also going to focus on generically around fiber, around Internet, around equipment and data centers.

0:23

So that's what we're going to focus on. I'm going to pass off to Sally, who's going to introduce herself. My name is Tony Rasabi. This is my 28th PTC, so I'm excited to see everybody here. And then we're going to have an incredible group here to talk about emerging markets. Sally?

0:40

SPEAKER 3

Thanks. I'm Sally Wentworth. I'm the president and CEO of the Internet Society and the Internet Society Foundation. This is my first PTC, so it's great to be here. The Internet Society is an international public interest charity that is committed to a vision that the Internet is for everyone. And so for this panel,

AI Infrastructure in Emerging Markets: The New Digital Frontier

Obinna Isiadinso

Apr 19, 2025

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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.

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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AI Infrastructure in Emerging Markets: The New Digital Frontier

In this episode, you'll discover:

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