Energy consumption to satisfy the needs of new technology accelerates investments that make this demand more efficient. Valuation now depends on the kilowatts consumed rather than on the square meters deployed.

The GPUs necessary for Generative AI processing will require energy consumption 40 times greater than the current one, anticipated Rafael Eloy Ibañez, CEO of Skyonline. That is why investments in energy efficiency are a priority for local data centers, which are valued more by kilowatts than by square meters.

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Generative AI changes data center investment priorities

Energy consumption to satisfy the needs of new technology accelerates investments that make this demand more efficient. Valuation now depends on the kilowatts consumed rather than on the square meters deployed.

MORE ANALYSIS

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

IDB: Brazil, Mexico and Costa Rica lead the way to leverage new rules in the global chip value chain

The report highlights that the integration of the region’s countries depends on maintaining good relations with the United States and offering a favorable environment for investors. There are opportunities in the design, packaging and testing segments, as well as in supplying raw materials.

Growing enthusiasm in Brazil’s data center market

Estimates foresee that within three years it could double its current capacity, although this will require resolving several issues such as state taxes, digital sovereignty, and the cost of electricity.

Fears of an AI financial bubble rise again

The collapse of Palantir’s shares and the decline in Nvidia’s stock were the latest signs warning of excessive valuations that do not align with the earnings of technology companies.

For the financial sector, the solution to the AWS outage is a multi-cloud approach

It was one of the industries most affected by the outage, as it was among the sectors that most aggressively moved its operations from on-premises data centers to AWS and other cloud providers. According to analysts, the AWS service disruption caused “hundreds of billions” in losses.

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