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Microsoft Switches On First AI Data Halls in São Paulo State

The buildout stems from a R$14.7 billion plan under policy scrutiny over incentives and tariffs.

Overview

  • Microsoft confirmed two data halls entered operation in January and disclosed the news at its AI Tour event in São Paulo, without revealing exact municipalities or customers for security reasons.
  • These facilities are the first units tied to the company’s 2024 investment program to expand cloud and AI infrastructure in Brazil.
  • Additional campuses in the Campinas region, including projects in Hortolândia and Sumaré, continue on schedule, though the company has not provided inauguration dates.
  • Through its ConectAI initiative, Microsoft reports 2.8 million course completions, 6.6 million people who have accessed training paths, and nearly 1 million certifications, toward a goal of training 5 million Brazilians.
  • Policy developments are in flux, with the Chamber expediting the Redata tax regime for data centers as industry groups warn that Gecex Resolution 852, which raises import duties on IT hardware such as servers, could offset those incentives.