Enable programme · Publishing Q3 2027

Enable Brazil.

Enabling and facilitating Brazil's data-centre decade — at the moment it is being decided. A year of intelligence on the policy, capital and grid; convened in the rooms where the right people sit, in the cities where the deals get done.

$15bn+
Named hyperscaler commitments since the 2025 ReData reform
1GW
Installed data-centre capacity end-2025 · 2.8 GW active pipeline
150+
Survey respondents · 40+ named interviews · year-long fieldwork
2cities
Convened in New York · May 2027 · São Paulo · September 2027
Express interest Partner with Brazil
New The Next Hotspot — our gratis curtain-raiser to the Enable Brazil flagship — publishes September 2026.
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01 — Why now

The opportunity is once-in-a-cycle.

$4.8B

2025 market size. Forecast to reach roughly $10B by 2030 at current growth rates.

52%

Of national IT load sits in São Paulo. The remainder is concentrated around Fortaleza, Rio and Brasília.

9.8%

Annual growth rate through 2030. Brazil is the fastest-scaling LatAm data-centre market.

The market window opened by the 2025 ReData reform will not stay open forever. The next two to three years decide where Brazilian compute lands, on what regulatory terms, and with what consequences for sovereignty. Enable Brazil exists to convene the rooms that decide those questions, while they are still being decided.

At the centre of the story: Brazil holds 1 GW of installed data-centre capacity, a 2.8 GW active pipeline, and a 9.8 per cent annual growth rate — anchored by São Paulo (52 per cent of national load) and a fast-emerging northeast cluster around Fortaleza's submarine cable landings. The 2025 ReData reform unlocked tax incentives for compliant operators, triggering pledged commitments at scale: $37.7B from ByteDance in Pecém, $2.8B from Microsoft, $1.8B from AWS. There is no senior independent platform mapping where this capital actually lands, on what regulatory terms, and with what consequences for sovereignty over compute.

02 — Audience

Built on an existing network of 90+ senior contacts.

/ 01 · Investors

Capital allocators

Growth equity, private equity, sovereign wealth with LatAm mandate. US-based family offices with Brazil exposure. Brookfield, Pátria, Actis, Blackstone, DigitalBridge, KKR, BlackRock/GIP, Macquarie.

/ 02 · Operators

Founders and CEOs

Brazilian companies scaling internationally. Data-centre operators — Ascenty, OData, Equinix Brazil, Scala, Elea. US corporate leaders with live Brazil operations.

/ 03 · Capital markets

Bankers and lawyers

Brazil desks at major US banks. M&A partners at firms with active Brazil practices — Mattos Filho, Cleary, White and Case, Lefosse. Strategy consultancies with LatAm leadership.

/ 04 · Policy

Ecosystem and state

Chambers of commerce, consular staff, think tanks, trade bodies, select government figures. BNDES, CORFO and the development-finance institutions sitting behind the capital.

03 — The year at a glance

Over a year embedded — kicking off with the curtain-raiser.

  1. Sep 2026 · Launch

    The Next Hotspot publishes

    The 20-page emerging-markets curtain-raiser publishes gratis in September 2026. Eight markets — including Brazil — placed in the global emerging-AI-infrastructure context the flagship report builds out from. More on the curtain-raiser →

  2. Q4 2026 · Foundation

    Methodology and founding contributors

    Survey design, initial round of twenty founding-contributor interviews, founding partners confirmed. The underlying research architecture is locked in.

  3. Q1–Q2 2027 · Fieldwork

    Survey and second interview wave

    150-plus structured survey responses across the Brazil-facing executive cohort. A second round of deep interviews, on the record where possible. First interim content published.

  4. May 2027 · New York

    Brazil Week convening

    The Northern Hemisphere moment. A morning anchor event for 30–40 senior guests during Brazil Week, followed by a private dinner for twelve to fourteen in the evening. Hosted at an iconic midtown venue. Report preview and headline findings released to the room.

  5. Q2 2027 · Drafting

    Report drafting and partner review

    Analysis, drafting, commissioned essays from named contributors. Partner and contributor review cycle.

  6. Q3 2027 · São Paulo

    The flagship launch

    The culmination. A half-day convening in São Paulo for 100 senior participants. The full report released publicly on the day. The working library from the year goes live.

04 — The pillars

A project with three star components.

Pillar 01

The report

Published Q3 2027 · digital and print

  • The flagship document of record on Brazil's data-centre decade
  • Original primary research — 150+ structured responses, 40+ named interviews
  • Commissioned essays from named contributors
  • Private edition for participants & partners; public summary at launch
Pillar 02

New York 2027

May · Brazil Week

  • Morning convening for senior guests
  • Private dinners in New York
  • Report preview and headline findings released to the room
Pillar 03

São Paulo 2027

Q3 · the flagship

  • Half-day convening for 100 senior participants
  • Keynote, panels, formal report launch
  • Bilingual — English and Portuguese
  • Final report released publicly on the day
05 — What the report contains

A year of access, to the right people.

Data, Power, Sovereignty publishes Q3 2027. It is the document of record produced by twelve months of primary research, four serialised quarterly chapters and two convenings — not a synthesis of public sources.

/ 01 · The flagship

A 150+ page flagship.

Nine chapters across policy, capital, grid & geography, and operators. Original survey data. Forty-plus named interviews. Published in English and Portuguese, digital and premium print.

/ 02 · Quarterly chapters

Four ~40-page chapters.

The report serialised across the year — Policy & Regulation (Q3 2026), Capital & Commitments (Q4), Grid & Geography (Q1 2027), Operators & People (Q2). Each stands alone.

/ 03 · The dataset

150+ structured responses.

Original survey of operators, developers, capital allocators, regulators and ecosystem suppliers. Five cohorts. Designed for citation; anonymised at segment level.

/ 04 · Convening access

NY & São Paulo rooms.

Cohort and partner readers receive invitations to the New York convening (May 2027, 25 guests) and the São Paulo flagship launch (Sep 2027, 100 guests).

/ This vs the public record

Where the report goes that the public press doesn’t.

The Brazilian financial press, Reuters and the FT cover the Brazilian data-centre buildout well. The report is not a substitute. It is what comes after a careful read of those sources.

In the public press
  • Hyperscaler announcement totals (the $15B+)
  • ReData policy text and amendments
  • Operator earnings & quarterly capacity figures
  • Headline policy commentary
  • Aggregate connection queue figures
In the report
  • How much of the $15B+ is actually financed — project by project
  • Where the regulatory friction lands — ANATEL, ANEEL, MMA, Treasury, in their words
  • The five operators the industry rotates around — named, profiled, mapped
  • Site-level transmission gap modelling — what gets built where, on what timeline
  • Capital allocator expectations — survey-derived, not available elsewhere
/ How the report is read

Three tiers of access.

Reader

The flagship report, the four quarterly chapters, the dataset, and the editor briefing call. For institutional readers with an active mandate in the Brazilian market.

By invitation

Cohort

Reader access plus invitations to the May 2027 New York convening and the September 2027 São Paulo flagship launch. Working roundtables on the side of the public sessions.

By invitation

Programme partner

Cohort access plus a named position in one of the four partnership tiers — sponsorship, editorial seat at the table, and the introduction architecture that comes with it.

By invitation · small number per cycle

06 — Programme Partner

Three pillars of partnership.

Pillar 01

Socio Principal

The whole project

  • Sit alongside the project for its full run
  • Named position across the report, the convenings and the rolling content
By invitation
Pillar 02

Socio Estratega

Content

  • Newsletter, reports and named executive interviews
  • The published spine of the project
By invitation
Pillar 03

Socio Premium

Events

  • The New York and São Paulo convenings
  • Working roundtables, private dinners, the rooms
By invitation
Enable Brazil

A year inside the industry. Right people, right time.
A story worth telling.

Enable Brazil is in active build. We are speaking with founding partners, confirming contributors and locking venues. If your organisation has a stake in what Brazil does next — we would like to hear from you.

Open a conversation Back to Enable