• Redata, attracting investments, and the impact of current decisions over the next 5–10 years
• Confaz and ICMS: the impact of state taxation on competitiveness
• Projects that never got off the ground: decisions, roadblocks, and those responsible
• Infrastructure expansion: what depends on regulatory and economic decisions
• Brazil's competitiveness in the global scenario

• Available energy vs usable energy: where projects stall in practice
• Energy intermittency: excess vs scarcity throughout the day
• Energy storage (batteries) as an enabler of expansion
• Off-grid models: dedicated generation, PPA, and autonomy
• Energy reliability and stability for critical operations
• Energy generation sources without environmental impact
• Use of technologies such as "mini nuclear plants"
• Energy efficiency applied to business: cost reduction, space, and cooling

• Recent decision: why they chose or switched data centers
• Real latency problems and business impact
• Cloud and vendor dependency: risks, connectivity, and operational flexibility
• Value-added services beyond colocation: what really matters in the decision
• Location challenges

• How Large Companies Combine Cloud, Edge, and Proprietary Infrastructure
• Decisions Between Centralization vs. Distribution
• Multi-cloud, Redundancy, and Global-Scale Resilience
• How Different Markets Structure Their Digital Architecture

• Attacks on Critical Infrastructure and Data Centers: Monitoring, Detection, and Response
• Risks in Multi-tenant and Cloud Environments
• AI-Powered Threats
• Attacks as a National Risk: Impact on Economy and Sovereignty
• Integration Between Cybersecurity, Physical Security, and Corporate Risk Management

• Why certain projects don't close — CAPEX, risk, and credit in practice
• How to create a more attractive environment for long-term investments in digital infrastructure
• Investment decision: when to build, expand, or postpone projects
• BNDES perspective
• The role of long-term financing in digital infrastructure expansion

• Latency as a critical factor for AI and real-time applications
• Submarine cables and international routes: who controls the traffic
• Cloud on-ramps and direct access to hyperscalers
• Edge computing and distributed inference
• Where data should be: latency, sovereignty, and cost

• Shortage of engineers, technicians, and operators
• Training vs accelerated growth
• Impact on construction and operation
• Partnerships

• How hyperscalers, operators, and enterprises divide control and value in the digital chain
• Cloud on-ramp, connectivity, and hybrid integration as competitive differentiators
• What is becoming a commodity — and where differentiation still exists
• How AI workloads and new capacity demands change infrastructure strategies
• Centralization vs distribution: real digital architecture decisions
• The role of connectivity, latency, and resilience in operational experience
• What companies expect from the next generation of operators and infrastructure providers

Global computing is on the move, and these routes follow energy, regulation, capital, and demand — not borders. Brazil enters the stage well-positioned: a clean electricity matrix, a relevant domestic market, and, with Redata, the first regulatory step in the right direction. However, infrastructure is just the gateway: the real value lies in the changes happening around it — high-skilled employment, local technical training, and suppliers integrated into global chains.

This panel brings together Rodrigo Mielke (Microsoft), sharing the perspective of an operator already active in the country, and Ricardo Brito (Desenvolve SP), offering the view of those financing business transformation through AI. 

The core thread of the conversation: the social and economic impact of this new economy, the future of education and the technical training it demands, the transformation of the labor market — and the demand all of this brings to Brazilian regions.

• Capacity planning vs unpredictable demand
• AI training vs inference
• Cloud workloads vs AI workloads
• Data center design and expansion
• Real limitations: energy, time, and supply chain – how to deal with material shortages (such as racks and critical equipment)
• How hyperscalers decide where to expand

• The Evolution of Availability and Where Operations Fail in Practice
• Critical Power Dependency and the Impact of Failures on Operations
• Contingency Plans: What Actually Works vs. What Stays on Paper
• Response and Recovery Time: How to Reduce Downtime in Real-World Scenarios

• Brazil vs Mexico vs Chile vs Colombia: where is the real growth
• Energy, regulation, and cost: what stalls or accelerates each country
• Regional expansion strategies
• International connectivity
• Latin America's role in AI

• What caused projects to fail in the last 24 months and mistakes in capacity expansion
• What is the vision of large companies and end users on expansion?
• Invisible trade-offs: speed vs efficiency vs control
• Structural dependency (energy, GPU, cloud) and how to mitigate it
• What changes in decision-making with the AI economy

• What stalls a project on the construction floor: power, land, and imported equipment
• Why location choice matters more than the "strategic hub" narrative
• Capital as the ultimate test of a project's viability
• Social license: building data centers accepted by local communities
• Ecosystem vs. raw capacity: how far does just scaling up actually make sense
• Supply vs. demand

• High density, energy, and physical limits of infrastructure
• Cooling (air vs liquid) and impact on data center design
• Existing infrastructure vs new builds: real limits
• Preparation for AI training vs inference
• Transition from Air Cooling to Liquid Cooling
• Physical limit of current infrastructure to support 100 KVA racks

• From Public Misinformation to Technical Credibility: Lessons from Recent Debates in the UK and Europe
• How the EU Code of Conduct Became a Benchmark for Investors and Regulators (EU Taxonomy, CSRD)
• International Metrics Such as PUE and WUE, and What the Brazilian REDATA Model Is Already Incorporating
• Governance, Compliance, and Standards (Uptime, TIA-942, ISO) as a Practical Response to Community Resistance and Public Opinion

• GPUs, Cooling, Energy, Water, and Critical Equipment
• The Procurement Perspective: How to Buy and Avoid Material and Supply Shortages
• Lead Time and Planning: Anticipating Demand in a Constrained Market
• Water Management: Availability, Reuse, and Treatment
• New Supply Architectures: Integrating Energy, Waste, Cooling, and Urban Infrastructure as a Response to Critical Resource Scarcity
• Big Buyers vs. Small Buyers — And the New Supply Chain War