Two rooms, by invitation.
Convening 01May2027
New York
During Brazil Week
Brazil’s build, put to the capital that funds it. Held while the market’s decision-makers are already in the city: advisory council, operators, hyperscalers, capital.
Closed door · by invitationEvent page →
Convening 02Sep2027
São Paulo
Alongside the flagship report
The room in the market itself. The dossier is what people take home; the room is what they came for.
Closed door · by invitationEvent page →
Weekly, Issue 01Chris Torto on what Brazil costs to build · 22 September
Weekly, Issue 02The Compute Vote, our Brazil election special · 29 September
Enable BrazilThe flagship · Q3 2027
Weekly, Issue 03How to Enable Latin America, with Cesar Bomfim · 6 October
Weekly, Issue 06The AI bubble myth, Conditions on the ground and six industry contributors · 27 October
Weekly, Issue 05Mike Tobin CBE, the Entelligencia Awards and Strata: Capital · 20 October
The Next HotspotWhere the next wave of AI infrastructure lands
How we cover Brazil, across everything we publish.
Every TuesdayEntelligencia WeeklyBrazil in the record as it moves: the People 10 and Impact 20, The Seven, and interviews with the people building the market. Chris Torto opened Issue 01; Issue 03 brings Cesar Bomfim’s account of how to enable Latin America.Read the Weekly →
Live, continuously updatedThe Next HotspotThe Brazil chapter of the flagship report: the pipeline graded project by project, contributors in their own seats, the grid, the map, the ledger. Updated as the record changes.The Brazil chapter →
Enable Brazil · the deep dives
Four quarterly reports and a final report
Quarterly from October 2026, then the final report in Q3 2027: around 120 pages, site visits, named interviews and the people-map of the market. Each report is released on the embargoed research model, and grows with new contributors, interviews and live figures until it is published in full.
Inside Enable Brazil →
The embargoed research model
AlphaMonth 1A select group only, under invitation. Early sight of the findings, to test the research and share it as an exclusive with their own clients. Updated as it goes.
BetaMonths 2 to 3Open to anyone who registers. The research in exchange for who you are, still growing.
GAMonth 4 onwardReleased to everybody, in full and finished. No further updates.
The people building Brazil, in their own words.
Entelligencia WeeklyIssue 01 The founder’s seat · 8 files · from Weekly Issue 01Chris TortoChief Executive · Ascenty · in Brazil since 1989Read the constraint the country actually has. Then pay for it yourself: his own 4,000km of fibre, his own power, and a worse PUE by choice.Open the interview The hyperscaler’s seat · 8 files · Weekly Issue 03Cesar BomfimOracle · Latin AmericaThe people, the power strategy and the capital behind the region’s next cloud build.Open the interview → The operator’s seat · 10 filesLuciano FialhoScala Data CentersBrazil is not short of power. It is short of regulatory predictability.Open The cost seat · 3 findingsJosé Castro VilaMicrosoftThe cost model is usually the risk. He puts cost uncertainty at 70 out of 100.Open The queue seat · 4 filesRicardo VilellaBrazil Tech ConnectThe problem is not the power. It is the paper.Open The association’s seat · 6 filesLuis TossiABDC · EdgefyA tax break nobody could rely on was worse than none.Open The connectivity voiceJoão BorgesNexus Telecom BrasilDemand for data centres is growing faster than the connectivity and energy to support it.Open In conversation · name withheldA global hyperscalerData-centre operations, BrazilWhy abundant power still does not reach the rack, and what breaks first on the ground.Lift the lid Next · the briefingsThe next voiceNamed interviews, each quarterTake a seat
Contributions gathered through the report’s open call. Named voices appear with consent; the hyperscaler operator is verified and held on file.
The Brazil chapter → Entelligencia Weekly →
Enable Brazil · Q1 report · Alpha
The first report opens in November, to Alpha readers first.
A select group reads it a month before anyone else, under invitation, and can share it as an exclusive with their own clients. It then opens to registered readers, and in the fourth month to everybody, finished.
Request an invitation
Two rooms, five reports. Tell us who you are.
Seats at the New York and São Paulo convenings are by invitation, and each report opens to Alpha readers a month before anyone else. Leave your details and the desk will be in touch. Nothing else is sent.
01Operators, hyperscalers and the capital behind the Brazil build
02Advisers, counsel and the supply chain that delivers it
03Partners who want their name on the programme
The compute vote.
Lula has won reelection. The presidency is settled; implementation is the next test.
The read. Lula 51.78%, Flávio Bolsonaro 48.22% of valid votes in the TSE snapshot at 22:38 BRT, 25 October, with 99.99% of sections processed. ReDATA regulation, chip access and grid delivery remain separate milestones.
The count
Lula
President reelectedRunoff held 25 October
4 OctFirst round held. Flávio 47.03%, Lula 45.16%.
25 OctRunoff held. Lula wins reelection.
5 Jan2027 inauguration. The returning administration takes office.
Read the case →
Historical polls · campaign archive
Quaest · 21 Sep
Lula41
Flávio42
BTG/Nexus · 21 Sep
Lula46
Flávio45
Historical September readings, before the first round. Lula later won the 25 October runoff. The dotted lines are the three moments Washington put its hand on the race: the endorsement, the tape and the tariffs.
Sociogencia · the politics of the build
Two candidates, read against the stack.Twelve exhibits. Six questions. Every claim graded.
Updated the week of each round.
Read The Compute Vote →