Welcome to Global Data Center Hub. Join investors, operators, and innovators reading to stay ahead of the latest trends in the data center sector in developed and emerging markets globally
From Brazil’s multi-gigawatt AI cities to Argentina’s nuclear-anchored sovereign strategy and Chile’s emergence as a co-primary cloud hub, the first half of 2025 repositioned South America from “emerging” to a sovereign compute battleground.
We saw:
$380B+ in AI/data-center commitments across Brazil, Chile, Mexico, Argentina, and Paraguay
Sovereign AI models that tie renewables, nuclear, and hydropower directly into data-center design
Private capital acceleration through REIT structures, sovereign JVs, and institutional inflows
Cross-border corridors in Mexico aligning U.S. latency requirements with regional growth
Grid congestion, FX volatility, and workforce scarcity shaping which projects scale and which stall
H1 2025 wasn’t just growth. It was a strategic realignment of digital sovereignty.
This is your South America recap of the 12 most important shifts and what they signal for global AI infrastructure.
Here’s What’s Inside
Top 12 announcements ranked — from AWS’s $5B Mexico region to Argentina’s nuclear-anchored AI strategy and Chile’s dual-hyperscaler corridors
5 key infrastructure trends — energy as sovereignty, REIT + sovereign capital convergence, Chile’s counterbalance role, Mexico’s latency bridge, and hydro-anchored edge markets
5 emerging opportunities — Brazilian GPU hubs, nuclear-AI hybrids in Argentina, Chile’s AI corridors, Paraguay’s hydro-HPC builds, and Mexico’s cross-border platforms
5 regional shifts — Brazil’s multi-GW AI cities, Chile’s rise as co-primary hub, Mexico as U.S.–LATAM connector, Argentina’s sovereign experiment, and Paraguay/Bolivia as niche entrants
5 critical constraints — grid bottlenecks, permitting drag, FX volatility, talent deficits, and environmental license risks
Top 12 South America Announcements (H1 2025)
Below are the most impactful strategic moves shaping the South American data center sector in the first half of 2025, ranked by capital scale, geopolitical significance, and long-term market implications.
