The Investment Keynote: LATAM’s $100B Digital Surge

Latin America is attracting unprecedented levels of digital infrastructure investment, with telcos, hyperscalers, and private equity driving a pipeline that could exceed US$100 billion by 2030. Brazil, Chile, Colombia, and Uruguay are emerging as anchor markets, while political cycles and tariff uncertainty continue to shape risk assessments. This keynote sets the stage by framing the scale, direction, and conditions of the investment boom.

• How political and regulatory shifts in 2025–2026 – including elections, tariffs changes, and ANATEL board transitions - will influence capital allocation.

• Why São Paulo, Santiago, Querétaro, Bogotá, and Uruguay are becoming hubs for AI-ready capacity.

• Balancing short-term uncertainty with long-term fundamentals: the enduring demand for cloud, AI, and connectivity.