These providers are exploring local capacity alternatives in third-party facilities. One option is the data centers of telecom companies. For instance, Cirion, which plans to invest US$300 million in Latin America this year to strengthen its presence in the region in light of these requirements.

As a complement to their local infrastructure, hyperscale cloud providers are exploring local capacity alternatives in third-party facilities, whether from neutral carriers or telecommunications operators.

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It's time to make room for hyperscale

These providers are exploring local capacity alternatives in third-party facilities. One option is the data centers of telecom companies. For instance, Cirion, which plans to invest US$300 million in Latin America this year to strengthen its presence in the region in light of these requirements.

MORE ANALYSIS

NEC bets on growth in the enterprise market in the region

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

CES 2026 celebrates AI omnipresence

The technology fair opened its doors on Monday afternoon. Jensen Huang of Nvidia unveiled AI chips five times faster than their predecessors. Celebrities will also be in attendance.

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

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