Eight emerging markets. One race to host the next AI decade — and the constraints that decide who actually gets there. Published gratis, ahead of the Enable Brazil flagship.
The investment decisions being made in 2026 will shape which countries host the training of the next decade's AI models. The map is being redrawn — not by which markets are best, but by which constraints bind first.
The Next Hotspot is our opening brief on that redrawing. Eight markets, eight binding constraints, and the public-record analysis to follow them through the year. Published free, in September, as the launch of the Enable Brazil programme.
Installed IT-load capacity, projected 2030 capacity, and the single binding constraint — for each of the eight markets tracked in the report. Figures synthesised from national regulators, operator filings and industry trackers; cited in the report.
| Market | 2025 | Projected 2030 | Binding constraint |
|---|---|---|---|
| India | ~1,100MW | ~4,000MW | Power mix & water |
| Malaysia (Johor) | ~900MW | 5,000+MW | Permitting & grid |
| Brazil | ~1,000MW | ~13,200MW | Environmental licensing |
| South Africa | ~350MW | ~560MW | Load-shedding |
| Mexico (Querétaro) | ~300MW | ~1,000MW | Water |
| Nigeria | ~80MW | ~200MW | Grid stability |
| Kenya | ~40MW | ~155MW | Capital depth |
| Morocco | ~30MW | ~540MW | Execution speed |
Of announced 2030 capacity across these eight markets, roughly 40 to 55 per cent is currently financed to completion. The rest is conditional on incentives, offtake or capital that has not yet closed.
Modelled estimate · cross-references grid-queue filings with announced investment · methodology in the report
A medium-depth synthesis built on a year of public-record research, January–September 2026 news analysis, and short interviews with senior figures across operators, capital and policy — where access permits.
Twenty-plus pages of public-record research and editorial analysis — the eight markets, the constraints that bind, and the policy moves of January through September 2026 that will shape the next decade.
The first publication of the Enable Brazil programme — a gratis curtain-raiser ahead of the year-long research and convening cycle that produces the flagship in Q3 2027.
Full investment theses on Brazil, Chile, Colombia and the closing Americas finale live inside the paid Enable flagships, while financial-infrastructure theses live inside the new Unlock series. This piece maps the terrain. The flagships argue what to do about it.
We aim to include short interviews with senior figures across operators, capital and policy — where access permits. The systematic primary research, named-interview programme, and original survey work happens inside the Enable Brazil flagship that follows.
Leave your name and we'll send you the report on the day it publishes. No mailing list, no marketing — one email when the report goes live, and a follow-up only if you ask for one.
Or write directly to hello@entelligencia.co.uk · For partnership enquiries, hello@entelligencia.co.uk