{"id":917,"date":"2025-07-17T07:10:15","date_gmt":"2025-07-17T10:10:15","guid":{"rendered":"https:\/\/blog.felipematos.net\/pt_br\/us-90-bilhoes-em-ia-e-a-nova-corrida-tecnologica-global-por-que-o-brasil-nao-pode-ficar-de-fora-desta-disputa-trilionaria\/"},"modified":"2025-07-17T07:10:15","modified_gmt":"2025-07-17T10:10:15","slug":"us90-billion-in-ai-and-the-new-global-technology-race-why-brazil-cannot-be-left-out-of-this-trillion-dollar-dispute","status":"publish","type":"post","link":"https:\/\/blog.felipematos.net\/en\/us-90-bilhoes-em-ia-e-a-nova-corrida-tecnologica-global-por-que-o-brasil-nao-pode-ficar-de-fora-desta-disputa-trilionaria\/","title":{"rendered":"US$ 90 Billion in AI and the New Global Tech Race \u2014 Why Brazil Can't Stay Out of This Trillion-Dollar Race"},"content":{"rendered":"

When Donald Trump announced an investment of over US$1.4 billion in AI infrastructure.<\/a>, it wasn't just an impressive number that gained attention. It was the definitive sign that we are entering the second phase of the artificial intelligence revolution\u2014a phase that defines who will be relevant in the 21st century and who will be left behind.<\/p>\n

And while this is happening, Brazil faces a fascinating paradox: 13% to 41% of Brazilian companies already use AI in digital security<\/a>, but we still face deficit of more than 400 thousand specialized professionals<\/strong>How do we navigate this new reality?<\/p>\n

The Trillion Dollar War: US vs. China in the AI Race<\/h2>\n

What we've witnessed in the last 24 hours isn't just technological competition\u2014it's a complete redefinition of global power. The $1.5 billion announced is part of the Stargate initiative, which foresees $1.5 billion in private investment over the next four years.<\/a>.<\/p>\n

On the other side, China implements its own billion-dollar strategic plan<\/a>, with companies like DeepSeek and Alibaba launching open source systems that compete directly with Western solutions. The Chinese government funds over US$100 billion in the chip industry alone<\/strong> to guarantee technological autonomy.<\/p>\n

But here's the crux: this isn't just a dispute between two countries. It's a matter of technological survival for all nations.<\/p>\n

The Geography of Digital Inequality<\/h2>\n

A study from the University of Oxford reveals something that should concern us deeply: the computing infrastructure for AI is concentrated in just 32 countries<\/a>, mainly the United States, China, and the European Union. Africa and South America? Practically nonexistent on this map.<\/p>\n

And this isn't just a statistic. It's a reality that determines who will have a say in humanity's future. As my experience supporting thousands of startups has taught me: whoever does not participate in the infrastructure, does not participate in the decisions<\/strong>.<\/p>\n

For Brazil, this means we urgently need to:<\/p>\n