Global AI Capital Shifts
Massive capital expenditures by OpenAI, Oracle's new finance cycle, and TikTok's South American positioning illustrate accelerating global shifts related to power access, funding availability, and national sovereignty in AI infrastructure.
TikTok Brazil data center
TikTok announced a substantial investment exceeding $37 billion for a new data center in Brazil, signaling China's broader strategic digital infrastructure goals in South America amid US geopolitical tensions.
tiktok brazil data center
TikTok plans to invest over $37 billion in a new data center within Brazil's Ceara state, coordinating the development with a major regional provider specializing in renewable energy sources.