{"id":3065,"date":"2026-09-28T13:45:11","date_gmt":"2026-09-28T18:45:11","guid":{"rendered":"https:\/\/accendoassociates.com\/?p=3065"},"modified":"2026-09-30T05:28:35","modified_gmt":"2026-09-30T10:28:35","slug":"ai-investment-emerging-markets-aug-sep-2026","status":"publish","type":"post","link":"https:\/\/accendoassociates.com\/pt\/ai-investment-emerging-markets-aug-sep-2026\/","title":{"rendered":"A infraestrutura computacional representa 91% dos compromissos de IA divulgados rastreados em mercados emergentes"},"content":{"rendered":"<link rel=\"preconnect\" href=\"https:\/\/fonts.googleapis.com\">\n<link rel=\"preconnect\" href=\"https:\/\/fonts.gstatic.com\" crossorigin=\"\">\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Archivo:wght@400;700;800&amp;family=PT+Sans:wght@700&amp;display=swap\" rel=\"stylesheet\">\n<style>\n  html { overflow-x:hidden; }\n  body { margin:0; background:#fff; font-family:'Archivo', Arial, sans-serif; overflow-x:hidden; }\n  h1,h2,h3,h4 { font-family:'Archivo', Arial, sans-serif; }\n\n.acc-insights-post {\n  --acc-red:var(--global-palette1,#CC0000);\n  --acc-black:var(--global-palette3,#111111);\n  --acc-heading:var(--global-palette3,#0A0A0A);\n  --acc-text:var(--global-palette4,#4B4B4B);\n  --acc-muted:var(--global-palette5,#6B6B6B);\n  --acc-line:var(--global-palette7,#E5E5E5);\n  --acc-soft:var(--global-palette8,#F4F3F0);\n  --acc-white:#FFFFFF;\n  --acc-font-body:var(--global-body-font-family,inherit);\n  --acc-font-heading:var(--global-heading-font-family,var(--global-body-font-family,inherit));\n  color:var(--acc-text);\n  font-family:var(--acc-font-body);\n  line-height:1.58;\n  max-width:none;\n  margin:0 auto;\n}\n.acc-insights-post, .acc-insights-post * { box-sizing:border-box; }\n.acc-insights-post h1, .acc-insights-post h2, .acc-insights-post h3, .acc-insights-post h4 {\n  font-family:var(--acc-font-heading); color:var(--acc-heading); text-rendering:optimizeLegibility;\n}\n.acc-insights-post p { font-family:var(--acc-font-body); }\n.acc-insights-post a { color:var(--acc-red); }\n.acc-insights-post .wrap { max-width:min(1600px, 90vw); margin:0 auto; width:100%; box-sizing:border-box; }\n.acc-insights-post .section {\n  padding:68px 0; border-bottom:1px solid rgba(0,0,0,.06);\n  position:relative; left:50%; right:50%; width:100vw;\n  margin-left:-50vw; margin-right:-50vw;\n}\n.acc-insights-post .section:first-of-type { padding-top:30px; }\n.acc-insights-post .section-white { background:var(--acc-white); }\n.acc-insights-post .section-grey { background:var(--acc-soft); }\n.acc-insights-post .section-head { display:flex; align-items:center; gap:14px; margin-bottom:14px; }\n.acc-insights-post .section-label {\n  color:var(--acc-red); font-size:12px; letter-spacing:.17em; text-transform:uppercase; font-weight:800; line-height:1; white-space:nowrap;\n}\n.acc-insights-post .section-line { display:block; height:1px; flex:1; background:linear-gradient(90deg,rgba(204,0,0,.88),rgba(204,0,0,0)); }\n.acc-insights-post .section-title { font-size:clamp(30px,4vw,46px); line-height:1.06; letter-spacing:-.04em; margin:0 0 18px; font-weight:850; }\n.acc-insights-post .section-lead { font-size:18px; line-height:1.68; margin:0 0 28px; color:var(--acc-text); }\n.acc-insights-post .quote { border-left:4px solid var(--acc-red); background:#fff; padding:19px 22px; margin:26px 0 0; }\n.acc-insights-post .quote p { margin:0; color:var(--acc-heading); font-size:18px; line-height:1.56; }\n.acc-insights-post .update-panel {\n  background:linear-gradient(145deg,#191919,#111111); color:#fff; padding:30px; margin:28px 0 0;\n  border:1px solid rgba(255,255,255,.08); position:relative; overflow:hidden;\n}\n.acc-insights-post .update-panel:before {\n  content:\"\"; position:absolute; inset:0; background:linear-gradient(115deg,rgba(204,0,0,.12),rgba(204,0,0,0) 42%); pointer-events:none;\n}\n.acc-insights-post .update-panel:after {\n  content:\"\"; position:absolute; width:230px; height:230px; right:-120px; top:-120px; border:1px solid rgba(204,0,0,.45); border-radius:50%;\n}\n.acc-insights-post .update-panel p, .acc-insights-post .metric-strip { position:relative; z-index:1; }\n.acc-insights-post .update-panel p { color:rgba(255,255,255,.82); margin:.35rem 0; line-height:1.58; }\n.acc-insights-post .update-panel strong { color:#fff; }\n.acc-insights-post .metric-strip {\n  display:grid; grid-template-columns:repeat(4,minmax(0,1fr)); gap:1px; background:rgba(255,255,255,.12);\n  margin-top:24px; border:1px solid rgba(255,255,255,.11);\n}\n.acc-insights-post .metric { background:#151515; padding:18px 16px; min-height:102px; }\n.acc-insights-post .metric .n { display:block; color:#fff; font-weight:850; font-size:32px; line-height:1; letter-spacing:-.055em; margin-bottom:9px; }\n.acc-insights-post .metric .label { display:block; color:rgba(255,255,255,.68); font-size:12px; text-transform:uppercase; letter-spacing:.12em; font-weight:780; line-height:1.35; }\n.acc-insights-post .featured-offers, .acc-insights-post .insights-card-grid {\n  display:grid; grid-template-columns:repeat(3,minmax(0,1fr)); gap:18px; margin-top:28px;\n}\n.acc-insights-post .offer-card {\n  background:#fff; border:1px solid var(--acc-line); padding:25px; min-height:180px; position:relative;\n  transition:transform .18s ease,box-shadow .18s ease,border-color .18s ease;\n}\n.acc-insights-post .offer-card:before { content:\"\"; position:absolute; top:-1px; left:-1px; right:-1px; height:3px; background:transparent; transition:background .18s ease; }\n.acc-insights-post .offer-card:hover { transform:translateY(-3px); box-shadow:0 16px 38px rgba(0,0,0,.08); border-color:#d8d8d8; }\n.acc-insights-post .offer-card:hover:before { background:var(--acc-red); }\n.acc-insights-post .tag { display:inline-block; color:var(--acc-red); font-size:11px; letter-spacing:.13em; text-transform:uppercase; font-weight:850; margin-bottom:15px; }\n.acc-insights-post .offer-card h3, .acc-insights-post .who-card h3 { margin:0 0 10px; color:var(--acc-heading); font-size:21px; line-height:1.16; letter-spacing:-.025em; font-weight:850; }\n.acc-insights-post .offer-card p, .acc-insights-post .who-card p { margin:.45rem 0; line-height:1.6; color:var(--acc-text); }\n.acc-insights-post .small-note { font-size:14px; color:var(--acc-muted); line-height:1.5; margin-top:12px; }\n.acc-insights-post .who-grid { display:grid; grid-template-columns:repeat(2,minmax(0,1fr)); gap:14px; margin-top:26px; }\n.acc-insights-post .who-card { display:flex; gap:18px; background:#fff; border:1px solid var(--acc-line); padding:23px; }\n.acc-insights-post .who-card.is-empty { background:#fafafa; }\n.acc-insights-post .who-card .n { flex:0 0 auto; color:var(--acc-red); font-weight:850; letter-spacing:-.055em; font-size:32px; line-height:1; }\n.acc-insights-post .who-card ul { margin:.5rem 0 0; padding-left:18px; }\n.acc-insights-post .who-card li { margin:.2rem 0; line-height:1.5; }\n.acc-insights-post .table-shell { overflow-x:auto; margin:28px 0 10px; border:1px solid var(--acc-line); background:#fff; }\n.acc-insights-post table { width:100%; border-collapse:collapse; min-width:760px; background:#fff; }\n.acc-insights-post th, .acc-insights-post td { border-bottom:1px solid var(--acc-line); border-right:1px solid var(--acc-line); padding:14px 15px; vertical-align:top; text-align:left; font-size:14px; line-height:1.45; }\n.acc-insights-post tr:last-child td, .acc-insights-post tr:last-child th { border-bottom:0; }\n.acc-insights-post th:last-child, .acc-insights-post td:last-child { border-right:0; }\n.acc-insights-post thead th { background:#111; color:#fff; font-size:12px; text-transform:uppercase; letter-spacing:.09em; font-weight:850; }\n.acc-insights-post tbody th { color:var(--acc-heading); font-weight:850; background:#fafafa; min-width:150px; }\n.acc-insights-post .heat { font-weight:850; color:var(--acc-heading); }\n.acc-insights-post .heat small { display:block; margin-top:4px; color:var(--acc-muted); font-weight:650; text-transform:none; letter-spacing:0; }\n.acc-insights-post .coverage-strong { background:linear-gradient(180deg,rgba(204,0,0,.13),rgba(204,0,0,.05)); box-shadow:inset 3px 0 0 var(--acc-red); }\n.acc-insights-post .coverage-moderate { background:linear-gradient(180deg,rgba(17,17,17,.07),rgba(17,17,17,.03)); box-shadow:inset 3px 0 0 #777; }\n.acc-insights-post .coverage-limited { background:#fafafa; box-shadow:inset 3px 0 0 #b9b9b9; color:var(--acc-muted); }\n.acc-insights-post details.inventory-details { background:#fff; border:1px solid var(--acc-line); padding:0; margin-top:28px; }\n.acc-insights-post details.inventory-details summary { cursor:pointer; padding:20px 22px; color:var(--acc-heading); font-weight:850; border-bottom:1px solid var(--acc-line); }\n.acc-insights-post .appendix-platform { padding:22px; }\n.acc-insights-post .appendix-platform + .appendix-platform { border-top:1px solid var(--acc-line); }\n.acc-insights-post .appendix-platform h3 { margin:0 0 14px; color:var(--acc-heading); font-size:24px; line-height:1.15; letter-spacing:-.03em; font-weight:850; }\n.acc-insights-post .insights-library-table th, .acc-insights-post .insights-library-table td { font-size:13px; }\n.acc-insights-post .badge {\n  display:inline-block; font-size:9.5px; letter-spacing:.09em; text-transform:uppercase; font-weight:800;\n  padding:2px 6px; border-radius:3px; margin-left:6px; vertical-align:middle; white-space:nowrap;\n}\n.acc-insights-post .badge-new { background:var(--acc-red); color:#fff; }\n.acc-insights-post .badge-updated { background:#111; color:#fff; }\n.acc-insights-post .insights-library-table tr.is-new { background:linear-gradient(90deg,rgba(204,0,0,.07),rgba(204,0,0,.02)); box-shadow:inset 3px 0 0 var(--acc-red); }\n.acc-insights-post .insights-library-table tr.is-updated { background:linear-gradient(90deg,rgba(17,17,17,.06),rgba(17,17,17,.015)); box-shadow:inset 3px 0 0 #777; }\n@media (max-width:900px) {\n  .acc-insights-post .featured-offers, .acc-insights-post .insights-card-grid { grid-template-columns:repeat(2,minmax(0,1fr)); }\n  .acc-insights-post .metric-strip { grid-template-columns:repeat(2,minmax(0,1fr)); }\n}\n@media (max-width:640px) {\n  .acc-insights-post .section { padding:44px 0; }\n  .acc-insights-post .wrap { padding-left:16px; padding-right:16px; }\n  .acc-insights-post .featured-offers, .acc-insights-post .insights-card-grid, .acc-insights-post .who-grid, .acc-insights-post .metric-strip { grid-template-columns:1fr; }\n  .acc-insights-post .who-card { padding:19px; }\n  .acc-insights-post .update-panel { padding:23px; }\n  .acc-insights-post .section-title { font-size:30px; }\n}\n\n\n.acc-insights-post .prose { max-width:740px; margin:0 auto; }\n.acc-insights-post .hero-title {\n  font-weight:850; letter-spacing:-.04em; line-height:1.08;\n  font-size:clamp(32px, 5.6vw, 56px); margin:0 0 22px;\n  overflow-wrap:break-word; word-break:break-word;\n}\n.acc-insights-post .kicker { margin:0 0 16px; }\n.acc-insights-post .byline {\n  font-family:var(--acc-font-body); font-style:italic; font-size:14px; color:var(--acc-muted);\n  margin:26px 0 0; padding-top:26px; border-top:1px solid var(--acc-line);\n}\n.acc-insights-post .body-copy p { font-size:17px; line-height:1.65; margin:0 0 20px; color:var(--acc-text); }\n.acc-insights-post .body-copy p:last-child { margin-bottom:0; }\n.acc-insights-post .cta-lede { font-size:17px; line-height:1.6; }\n.acc-insights-post .btn-row { display:flex; gap:14px; flex-wrap:wrap; margin-top:24px; }\n.acc-insights-post .btn {\n  display:inline-block; font-family:var(--acc-font-body); font-weight:700; font-size:15px;\n  letter-spacing:.01em; text-decoration:none; border-radius:3px;\n  padding:14px 26px; max-width:100%; line-height:1.35;\n}\n.acc-insights-post .btn-primary { background:var(--acc-red); color:#fff; }\n.acc-insights-post .btn-primary:hover { opacity:.88; }\n.acc-insights-post .btn-outline {\n  background:transparent; border:1px solid rgba(255,255,255,.55); color:#fff;\n  font-size:14px; letter-spacing:.06em; text-transform:uppercase; font-weight:800;\n}\n.acc-insights-post .btn-outline:hover { border-color:#fff; }\n.acc-insights-post footer.site-footer {\n  border-top:1px solid var(--acc-line); padding-top:32px; margin-top:8px;\n}\n.acc-insights-post footer.site-footer img.logo { height:26px; margin-bottom:16px; display:block; }\n.acc-insights-post footer.site-footer p {\n  font-size:13px; font-style:italic; color:var(--acc-muted); line-height:1.6; margin:0;\n}\n@media (max-width:640px) {\n  .acc-insights-post .btn { width:100%; text-align:center; }\n}\n\n<\/style>\n\n\n<style>.acc-insights-post figure.acc-chart{margin:30px 0 6px;padding:18px;background:#fff;border:1px solid var(--acc-line);border-radius:12px}.acc-insights-post figure.acc-chart img{display:block;width:100%;height:auto}.acc-insights-post figure.acc-chart figcaption{margin-top:10px;font-style:italic}.acc-insights-post table caption{caption-side:top;text-align:left;padding:0 0 10px}<\/style>\n<div class=\"acc-insights-post\">\n\n<section class=\"section section-white\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<p class=\"section-label kicker\">Fluxos de capital | Accendo Signals<\/p>\n<p class=\"section-lead\"><em>Capital para IA assinado em cinco regi\u00f5es de mercados emergentes, de 1\u00ba de agosto a 25 de setembro de 2026.<\/em><\/p>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-grey\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<h2 class=\"section-title\"><\/h2>\n<div class=\"metric-strip\">\n<div class=\"metric\"><span class=\"n\">USD 3,45 bi<\/span><span class=\"label\">Assinado para computa\u00e7\u00e3o, 8 neg\u00f3cios<\/span><\/div>\n<div class=\"metric\"><span class=\"n\">USD 169 mi<\/span><span class=\"label\">Assinado para aplica\u00e7\u00f5es, 15 neg\u00f3cios<\/span><\/div>\n<div class=\"metric\"><span class=\"n\">51%<\/span><span class=\"label\">Participa\u00e7\u00e3o da computa\u00e7\u00e3o sem o empr\u00e9stimo da Zankore<\/span><\/div>\n<div class=\"metric\"><span class=\"n\">USD 67 bi<\/span><span class=\"label\">Anunciado, ainda n\u00e3o assinado<\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-white\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"body-copy\">\n<p>A infraestrutura computacional representa 91% do valor divulgado dos compromissos de IA assinados em mercados emergentes entre 1\u00ba de agosto e 25 de setembro de 2026. Dos USD 3,79 bilh\u00f5es comprometidos em acordos executados em cinco regi\u00f5es, USD 3,45 bilh\u00f5es financiam computa\u00e7\u00e3o. O <a href=\"https:\/\/accendoassociates.com\/pt\/capital-flows-map\/\">Mapa de Fluxos de Capital da Accendo Signals<\/a> registra 25 neg\u00f3cios assinados no per\u00edodo. Aplica\u00e7\u00f5es e servi\u00e7os fecharam 15 deles, no valor de USD 169 milh\u00f5es.<\/p>\n<p>O destaque depende de uma \u00fanica transa\u00e7\u00e3o. A Zankore, provedora de nuvem de IA na Indon\u00e9sia, assinou uma linha de empr\u00e9stimo s\u00eanior a prazo de at\u00e9 USD 3,1 bilh\u00f5es com Citi, ING, Natixis, Qatar National Bank e UOB. Essa linha representa 82% de todo o valor assinado. Sem ela, o valor assinado cai para USD 690 milh\u00f5es e a participa\u00e7\u00e3o da computa\u00e7\u00e3o cai para 51%. O per\u00edodo traz, portanto, duas constata\u00e7\u00f5es: uma concentra\u00e7\u00e3o excepcional em um \u00fanico financiamento de infraestrutura e um mercado mais amplo, com muitos neg\u00f3cios menores de aplica\u00e7\u00f5es.<\/p>\n<p>Aqui, um neg\u00f3cio assinado \u00e9 um acordo executado para uma transa\u00e7\u00e3o espec\u00edfica e datada. Os n\u00fameros s\u00e3o compromissos no momento da assinatura. Um empr\u00e9stimo \u00e9 registrado pelo valor total da linha, que \u00e9 um teto de endividamento e n\u00e3o diz quanto foi sacado. Dez dos 25 neg\u00f3cios assinados n\u00e3o divulgaram valor, ent\u00e3o todos os valores desta nota s\u00e3o valores divulgados. Para o conjunto de dados completo desde janeiro de 2023, veja <a href=\"https:\/\/accendoassociates.com\/pt\/necessary-not-sufficient-fund-flows\/\">Necess\u00e1rio, mas n\u00e3o suficiente<\/a>.<\/p>\n<\/div>\n<figure class=\"acc-chart\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/fA_concentration.png?resize=1300%2C343&#038;ssl=1\" alt=\"Dois gr\u00e1ficos de barras do investimento em IA assinado em mercados emergentes por camada da pilha. Com todos os neg\u00f3cios assinados (USD 3,79 bilh\u00f5es), a infraestrutura computacional soma USD 3.451 milh\u00f5es, ou 91%, a capacidade humana USD 170 milh\u00f5es, ou 4%, e aplica\u00e7\u00f5es e servi\u00e7os USD 169 milh\u00f5es, ou 4%. Sem o empr\u00e9stimo da Zankore (USD 690 milh\u00f5es), a computa\u00e7\u00e3o soma USD 351 milh\u00f5es, ou 51%, a capacidade humana 25% e as aplica\u00e7\u00f5es 24%.\" width=\"1300\" height=\"343\" loading=\"lazy\"><figcaption class=\"small-note\">Figura 1. Valor divulgado dos neg\u00f3cios assinados por camada da pilha, com e sem a linha de empr\u00e9stimo da Zankore. O neg\u00f3cio de pol\u00edtica p\u00fablica n\u00e3o divulgou valor e nenhum neg\u00f3cio de base de dados foi registrado. Fonte: Mapa de Fluxos de Capital da Accendo Signals, entradas com datas de an\u00fancio de 1\u00ba de agosto a 25 de setembro de 2026.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-grey\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">A concentra\u00e7\u00e3o<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<h2 class=\"section-title\"><\/h2>\n<div class=\"body-copy\">\n<p>A linha da Zankore financia a pr\u00f3xima fase de implanta\u00e7\u00e3o de GPUs de uma plataforma de nuvem de IA baseada em NVIDIA. O segundo maior neg\u00f3cio assinado \u00e9 um investimento de equity de USD 300 milh\u00f5es na WIOCC, empresa africana de infraestrutura digital, pela Africa Finance Corporation e pela Vision Invest. Juntos, os dois respondem por cerca de 90% do valor assinado. A d\u00edvida responde por 86% do valor assinado em dois empr\u00e9stimos, o que reflete o tamanho da linha da Zankore mais do que uma prefer\u00eancia geral por d\u00edvida.<\/p>\n<p>A computa\u00e7\u00e3o continua sendo a maior camada quando a Zankore \u00e9 exclu\u00edda, com USD 351 milh\u00f5es de USD 690 milh\u00f5es. A participa\u00e7\u00e3o cai de nove d\u00f3lares em dez para cerca de um em dois. Cinco dos oito neg\u00f3cios de computa\u00e7\u00e3o n\u00e3o divulgaram valor, ent\u00e3o os n\u00fameros divulgados provavelmente subestimam a computa\u00e7\u00e3o, e n\u00e3o o contr\u00e1rio. A constata\u00e7\u00e3o de concentra\u00e7\u00e3o se mant\u00e9m, e se mant\u00e9m em uma escala muito mais pr\u00f3xima do restante do mercado.<\/p>\n<p>O registro completo desde janeiro de 2023 \u00e9 muito menos sens\u00edvel a um \u00fanico neg\u00f3cio. Em 206 transa\u00e7\u00f5es assinadas, somando USD 90,1 bilh\u00f5es em valor divulgado, a computa\u00e7\u00e3o det\u00e9m 97%. Excluindo a maior, o data center Stargate de USD 25 bilh\u00f5es na Patag\u00f4nia, Argentina, a computa\u00e7\u00e3o ainda det\u00e9m 95%. Os dois meses cobertos aqui s\u00e3o mais fr\u00e1geis do que o padr\u00e3o de longo prazo, e o padr\u00e3o de longo prazo aponta na mesma dire\u00e7\u00e3o.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-white\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">A pilha<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<h2 class=\"section-title\">As aplica\u00e7\u00f5es fecharam mais neg\u00f3cios, com os menores tickets<\/h2>\n<div class=\"body-copy\">\n<p>Aplica\u00e7\u00f5es e servi\u00e7os fecharam 15 dos 25 neg\u00f3cios assinados, em sua maioria rodadas de est\u00e1gio inicial na Am\u00e9rica Latina e investimentos estrat\u00e9gicos na Ar\u00e1bia Saudita. O maior \u00e9 de USD 125 milh\u00f5es para o Kapital Grupo Financiero, no M\u00e9xico. O venture capital em est\u00e1gio inicial fechou oito neg\u00f3cios, somando USD 32 milh\u00f5es, e as doa\u00e7\u00f5es fecharam tr\u00eas, somando USD 11,5 milh\u00f5es. A capacidade humana recebeu um compromisso assinado, um empr\u00e9stimo de USD 170 milh\u00f5es do Fundo de Coopera\u00e7\u00e3o para o Desenvolvimento Econ\u00f4mico da Coreia do Sul para um instituto de forma\u00e7\u00e3o em IA e habilidades digitais na Tanz\u00e2nia. A pol\u00edtica p\u00fablica teve um neg\u00f3cio assinado sem valor divulgado.<\/p>\n<p>N\u00e3o identificamos nenhuma transa\u00e7\u00e3o assinada de base de dados classificada separadamente nas entradas rastreadas. O trabalho com dados pode estar dentro de or\u00e7amentos de aplica\u00e7\u00f5es, pesquisa ou infraestrutura, ent\u00e3o a aus\u00eancia de uma linha de base de dados n\u00e3o significa que nenhum recurso foi para dados.<\/p>\n<\/div>\n<figure class=\"acc-chart\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/fB_deals_by_layer.png?resize=1300%2C282&#038;ssl=1\" alt=\"Gr\u00e1fico de barras empilhadas dos 25 neg\u00f3cios de IA assinados em mercados emergentes por camada da pilha, separados conforme o valor foi ou n\u00e3o divulgado: infraestrutura computacional, 8 neg\u00f3cios com 3 divulgados; capacidade humana, 1 neg\u00f3cio com 1 divulgado; aplica\u00e7\u00f5es e servi\u00e7os, 15 neg\u00f3cios com 11 divulgados; e marco de pol\u00edticas e regula\u00e7\u00e3o, 1 neg\u00f3cio sem nenhum divulgado.\" width=\"1300\" height=\"282\" loading=\"lazy\"><figcaption class=\"small-note\">Figura 2. Neg\u00f3cios assinados por camada da pilha, separados conforme o valor foi ou n\u00e3o divulgado. Fonte: Mapa de Fluxos de Capital da Accendo Signals, entradas com datas de an\u00fancio de 1\u00ba de agosto a 25 de setembro de 2026.<\/figcaption><\/figure>\n<div class=\"body-copy\" style=\"margin-top:24px;\">\n<p>A intensidade de capital varia entre as camadas. Um data center custa mais do que uma empresa de software em est\u00e1gio semente, ent\u00e3o uma baixa participa\u00e7\u00e3o das aplica\u00e7\u00f5es no valor n\u00e3o mostra, por si s\u00f3, que elas est\u00e3o subfinanciadas. A pergunta mais forte \u00e9 se aplica\u00e7\u00f5es, habilidades e dados recebem financiamento suficiente para transformar a nova infraestrutura em servi\u00e7os que pessoas e empresas usam.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-grey\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">O que isso significa<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<h2 class=\"section-title\">As evid\u00eancias levantam uma pergunta diferente para cada tipo de investidor<\/h2>\n<div class=\"body-copy\">\n<p>O n\u00famero assinado mostra onde algu\u00e9m assumiu risco, em que condi\u00e7\u00f5es e com quem. As participa\u00e7\u00f5es acima descrevem onde o dinheiro assinado est\u00e1 comprometido. Elas n\u00e3o provam onde falta dinheiro. Mas apontam para cada grupo de investidores uma linha espec\u00edfica de investiga\u00e7\u00e3o.<\/p>\n<\/div>\n<div class=\"insights-card-grid\">\n<div class=\"offer-card\"><span class=\"tag\">Investidores em infraestrutura<\/span><h3>A demanda por tr\u00e1s da capacidade<\/h3><p>A capacidade anunciada \u00e9 grande. As perguntas de due diligence s\u00e3o demanda, utiliza\u00e7\u00e3o, disponibilidade de energia e as condi\u00e7\u00f5es de financiamento por tr\u00e1s de cada instala\u00e7\u00e3o.<\/p><\/div>\n<div class=\"offer-card\"><span class=\"tag\">Financiadores do desenvolvimento<\/span><h3>Onde o capital catal\u00edtico muda o modelo<\/h3><p>Dados locais, habilidades de implementa\u00e7\u00e3o e apoio \u00e0 ado\u00e7\u00e3o mal aparecem nos neg\u00f3cios assinados. Vale testar onde falta a eles um modelo de financiamento vi\u00e1vel e onde o capital blended ou catal\u00edtico mudaria isso.<\/p><\/div>\n<div class=\"offer-card\"><span class=\"tag\">Investidores em aplica\u00e7\u00f5es<\/span><h3>Da atividade \u00e0 receita recorrente<\/h3><p>Quinze neg\u00f3cios pequenos sinalizam atividade. O que importa agora \u00e9 se essas empresas chegam a receita recorrente e captam rodadas seguintes.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-white\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">As regi\u00f5es<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<div class=\"table-shell\">\n<table>\n<caption class=\"small-note\">Capital para IA assinado e n\u00e3o assinado por regi\u00e3o, de 1\u00ba de agosto a 25 de setembro de 2026. Os valores s\u00e3o montantes divulgados em d\u00f3lares americanos.<\/caption>\n<thead>\n<tr><th scope=\"col\">Regi\u00e3o<\/th><th scope=\"col\">Neg\u00f3cios assinados<\/th><th scope=\"col\">Valor assinado<\/th><th scope=\"col\">N\u00e3o assinado<\/th><th scope=\"col\">O que explica<\/th><\/tr>\n<\/thead>\n<tbody>\n<tr><th scope=\"row\">Sudeste Asi\u00e1tico<\/th><td>3<\/td><td>USD 3,1 bi<\/td><td>USD 34,5 bi<\/td><td>Empr\u00e9stimo da Zankore; Plano Diretor de Infraestrutura AI+ das Filipinas (meta de USD 34,4 bilh\u00f5es at\u00e9 2033)<\/td><\/tr>\n<tr><th scope=\"row\">Sul da \u00c1sia<\/th><td>4<\/td><td>USD 12 mi<\/td><td>USD 17,7 bi<\/td><td>Tr\u00eas campi de data centers na \u00cdndia (dois em Telangana e um em Puri, Odisha) e uma proposta de Fundo Nacional de IA de Fronteira e Computa\u00e7\u00e3o<\/td><\/tr>\n<tr><th scope=\"row\">Am\u00e9rica Latina e Caribe<\/th><td>9<\/td><td>USD 206 mi<\/td><td>USD 12,0 bi<\/td><td>Kapital Grupo Financiero; agenda de transforma\u00e7\u00e3o digital da CAF<\/td><\/tr>\n<tr><th scope=\"row\">\u00c1frica Subsaariana<\/th><td>3<\/td><td>USD 470 mi<\/td><td>USD 1,7 bi<\/td><td>Equity na WIOCC e empr\u00e9stimo para forma\u00e7\u00e3o na Tanz\u00e2nia; data center e usina de GNL em Momba\u00e7a<\/td><\/tr>\n<tr><th scope=\"row\">Oriente M\u00e9dio e Norte da \u00c1frica<\/th><td>6<\/td><td>USD 1,5 mi<\/td><td>USD 1,0 bi<\/td><td>Cinco investimentos estrat\u00e9gicos sem valor divulgado; meta de data center soberano de IA no Egito<\/td><\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div class=\"body-copy\" style=\"margin-top:28px;\">\n<p>Na \u00c1frica Subsaariana e no Egito, o valor assinado registrado \u00e9 de USD 470 milh\u00f5es, contra cerca de USD 2,7 bilh\u00f5es n\u00e3o assinados, uma rela\u00e7\u00e3o de cerca de seis para um, contra 18 para um no total. As entradas assinadas e n\u00e3o assinadas s\u00e3o projetos diferentes, com prazos diferentes, ent\u00e3o essa rela\u00e7\u00e3o n\u00e3o \u00e9 uma taxa de convers\u00e3o. A implanta\u00e7\u00e3o de nuvem de GPU da Stratos Lab na \u00c1frica do Sul, com ECOBLOX e Digital Parks Africa, \u00e9 o terceiro neg\u00f3cio africano assinado e n\u00e3o divulgou valor.<\/p>\n<p>Mais da metade do valor africano n\u00e3o assinado combina data centers com fornecimento pr\u00f3prio de energia: um data center e uma usina de GNL de USD 1,5 bilh\u00e3o em Momba\u00e7a, apoiados pela AMACO Energy Group e pela GE Vernova, e um data center e uma usina de energia de USD 75 milh\u00f5es em Douala, da Cybastion. A U.S. International Development Finance Corporation assinou uma carta de inten\u00e7\u00e3o de USD 155 milh\u00f5es na WIOCC, ao lado do investimento da Africa Finance Corporation.<\/p>\n<p>No Oriente M\u00e9dio e Norte da \u00c1frica, cinco dos seis neg\u00f3cios assinados s\u00e3o investimentos estrat\u00e9gicos da HUMAIN e da White &amp; Case sem valor divulgado. O valor rastreado nessa regi\u00e3o subestima a atividade.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-grey\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">Filantropia<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<h2 class=\"section-title\">A filantropia comprometeu USD 160 milh\u00f5es com IA para pequenos agricultores<\/h2>\n<div class=\"body-copy\">\n<p>Dois compromissos filantr\u00f3picos do per\u00edodo t\u00eam como foco a agricultura. O Google e a Funda\u00e7\u00e3o Gates comprometeram USD 100 milh\u00f5es para ampliar ferramentas de IA para pequenos agricultores na \u00c1frica Subsaariana e no Sul da \u00c1sia. A OpenAI Foundation comprometeu USD 60 milh\u00f5es com previs\u00f5es do tempo e de doen\u00e7as de lavouras baseadas em IA, por meio de seis parceiros, com trabalho no Sul da \u00c1sia, no Sudeste Asi\u00e1tico e na \u00c1frica Oriental. A doa\u00e7\u00e3o de USD 10 milh\u00f5es \u00e0 AIM for Scale faz parte desses USD 60 milh\u00f5es e n\u00e3o \u00e9 adicional.<\/p>\n<p>Os dois compromissos maiores s\u00e3o registrados como envelopes comprometidos: o dinheiro est\u00e1 comprometido, mas ainda n\u00e3o vinculado a uma transa\u00e7\u00e3o. Eles entram no n\u00famero de USD 980 milh\u00f5es em envelopes e ficam fora do total assinado. A doa\u00e7\u00e3o de USD 10 milh\u00f5es \u00e0 AIM for Scale \u00e9 a primeira concess\u00e3o assinada do programa da OpenAI e \u00e9 contada no total assinado. N\u00fameros assinados e de envelopes nunca s\u00e3o somados, ent\u00e3o a sobreposi\u00e7\u00e3o n\u00e3o infla nenhum dos dois.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-white\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">O pipeline<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<h2 class=\"section-title\">Oito planos somam quase todos os USD 67 bilh\u00f5es ainda n\u00e3o assinados<\/h2>\n<div class=\"body-copy\">\n<p>Os planos anunciados apontam sobretudo para a computa\u00e7\u00e3o. De USD 67 bilh\u00f5es em metas e cartas de inten\u00e7\u00e3o, cerca de USD 55 bilh\u00f5es (82%) s\u00e3o para data centers, fundos de computa\u00e7\u00e3o e a energia para oper\u00e1-los. O maior plano individual \u00e9 o Plano Diretor de Infraestrutura AI+ das Filipinas, de USD 34,4 bilh\u00f5es. Outros USD 12 bilh\u00f5es correspondem \u00e0 agenda de transforma\u00e7\u00e3o digital da CAF, o banco de desenvolvimento da Am\u00e9rica Latina e do Caribe, que abrange IA, data centers, computa\u00e7\u00e3o de alto desempenho e ciberseguran\u00e7a. A CAF n\u00e3o informou a parcela de IA ou computa\u00e7\u00e3o dessa agenda, ent\u00e3o registramos o valor total e tratamos sua parcela de computa\u00e7\u00e3o como um limite superior.<\/p>\n<p>Somando todas as categorias, estes dois meses chegariam a cerca de USD 72 bilh\u00f5es, contra USD 3,79 bilh\u00f5es comprometidos em transa\u00e7\u00f5es espec\u00edficas. Uma meta pode ser revista, adiada ou abandonada sem que ningu\u00e9m descumpra um acordo, e os valores anunciados costumam ser tetos distribu\u00eddos por muitos anos.<\/p>\n<\/div>\n<figure class=\"acc-chart\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/capital-flows-aug-sep-2026-c4-largest-unsigned.png?w=1300&#038;ssl=1\" alt=\"Gr\u00e1fico de barras dos oito maiores planos de investimento em IA anunciados, mas n\u00e3o assinados, em mercados emergentes, liderados pelo Plano Diretor de Infraestrutura AI+ das Filipinas, com USD 34,4 bilh\u00f5es, e pela agenda de transforma\u00e7\u00e3o digital da CAF, com USD 12 bilh\u00f5es.\"  loading=\"lazy\"><figcaption class=\"small-note\">Figura 3. As oito maiores entradas anunciadas e n\u00e3o assinadas. As oito ainda est\u00e3o em revis\u00e3o. Fonte: Mapa de Fluxos de Capital da Accendo Signals, entradas com datas de an\u00fancio de 1\u00ba de agosto a 25 de setembro de 2026.<\/figcaption><\/figure>\n<div class=\"body-copy\" style=\"margin-top:24px;\">\n<p>Oito entradas somam USD 66,6 bilh\u00f5es do total n\u00e3o assinado. Sete s\u00e3o metas e uma \u00e9 uma carta de inten\u00e7\u00e3o. As oito entraram na varredura de setembro e ainda est\u00e3o em revis\u00e3o, ent\u00e3o o total pode mudar quando duplicidades e corre\u00e7\u00f5es forem resolvidas.<\/p>\n<p>Muitos planos n\u00e3o assinados s\u00e3o programas plurianuais anunciados recentemente e podem estar avan\u00e7ando conforme o previsto. Quando um plano trava, a causa costuma ser a falta de estrutura de financiamento, de fornecimento de energia, de comprador ou de garantia. \u00c9 a\u00ed que o blended finance e o financiamento ao desenvolvimento podem ajudar a transformar um an\u00fancio em uma transa\u00e7\u00e3o.<\/p>\n<\/div>\n<div class=\"quote\"><p>A pergunta para os pr\u00f3ximos dois trimestres \u00e9 a convers\u00e3o. Vamos acompanhar as mesmas entradas e informar quantos dos oito grandes planos chegam a um financiamento assinado.<\/p><\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-grey\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">O que vamos acompanhar<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<h2 class=\"section-title\">Convers\u00e3o, divulga\u00e7\u00e3o e as camadas acima da computa\u00e7\u00e3o merecem aten\u00e7\u00e3o<\/h2>\n<div class=\"insights-card-grid\">\n<div class=\"offer-card\"><span class=\"tag\">Convers\u00e3o<\/span><h3>Quais planos chegam a financiamento assinado<\/h3><p>Acompanhamos as mesmas entradas ao longo do tempo. Um empr\u00e9stimo assinado ou um fechamento de equity move uma entrada para o total assinado, e s\u00f3 ent\u00e3o a reportamos como convertida.<\/p><\/div>\n<div class=\"offer-card\"><span class=\"tag\">Divulga\u00e7\u00e3o<\/span><h3>Valores por tr\u00e1s dos neg\u00f3cios estrat\u00e9gicos<\/h3><p>Dez dos 25 neg\u00f3cios assinados n\u00e3o t\u00eam valor, a maioria investimentos estrat\u00e9gicos na Ar\u00e1bia Saudita. Vamos acrescentar os valores \u00e0 medida que forem publicados.<\/p><\/div>\n<div class=\"offer-card\"><span class=\"tag\">Habilidades e dados<\/span><h3>As camadas acima da computa\u00e7\u00e3o<\/h3><p>A computa\u00e7\u00e3o est\u00e1 sendo financiada. Vamos acompanhar se as habilidades, os dados e o apoio \u00e0 ado\u00e7\u00e3o necess\u00e1rios para us\u00e1-la atraem capital assinado nos pr\u00f3ximos meses.<\/p><\/div>\n<\/div>\n<div class=\"body-copy\" style=\"margin-top:32px;\">\n<p>A computa\u00e7\u00e3o \u00e9 necess\u00e1ria para a IA em mercados emergentes e est\u00e1 sendo financiada em escala. O pr\u00f3ximo teste \u00e9 se as camadas que transformam computa\u00e7\u00e3o em servi\u00e7os \u00fateis v\u00e3o acompanhar. Convidamos investidores, financiadores e fundadores a usar o Mapa de Fluxos de Capital, agora dispon\u00edvel em <a href=\"https:\/\/accendoassociates.com\/pt\/capital-flows-map\/\">ingl\u00eas<\/a>, <a href=\"https:\/\/accendoassociates.com\/pt\/capital-flows-map\/es\/\" hreflang=\"es\">espanhol<\/a> e os <a href=\"https:\/\/accendoassociates.com\/pt\/capital-flows-map\/fr\/\" hreflang=\"fr\">franc\u00eas<\/a>, e a nos contar sobre neg\u00f3cios assinados que deixamos passar.<\/p>\n<\/div>\n<div class=\"update-panel\">\n<p class=\"cta-lede\">Todas as entradas desta nota, com suas fontes, est\u00e3o no Mapa de Fluxos de Capital. Filtre por regi\u00e3o, camada da pilha, tipo de investimento e setor, ou leia o detalhamento completo na p\u00e1gina de an\u00e1lise.<\/p>\n<div class=\"btn-row\">\n<a class=\"btn btn-primary\" href=\"https:\/\/accendoassociates.com\/pt\/capital-flows-map\/\">Explore o Mapa de Fluxos de Capital \u2192<\/a>\n<a class=\"btn btn-outline\" href=\"https:\/\/accendoassociates.com\/pt\/capital-flows-map\/analysis\/\">Leia a p\u00e1gina de an\u00e1lise<\/a>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n<section class=\"section section-white\">\n<div class=\"wrap\">\n<div class=\"prose\">\n<div class=\"section-head\">\n<span class=\"section-label\">M\u00e9todo<\/span>\n<span class=\"section-line\"><\/span>\n<\/div>\n<h2 class=\"section-title\">Como os n\u00fameros foram contados<\/h2>\n<div class=\"insights-card-grid\">\n<div class=\"offer-card\"><span class=\"tag\">Neg\u00f3cio assinado<\/span><h3>Um acordo executado<\/h3><p>Status do compromisso: comprometido; tipo de registro: neg\u00f3cio. Existe um acordo executado para uma transa\u00e7\u00e3o espec\u00edfica e datada; suas condi\u00e7\u00f5es podem n\u00e3o ser p\u00fablicas. Os 25 neg\u00f3cios assinados s\u00e3o 8 em computa\u00e7\u00e3o, 15 em aplica\u00e7\u00f5es e servi\u00e7os, 1 em capacidade humana e 1 em pol\u00edtica p\u00fablica.<\/p><\/div>\n<div class=\"offer-card\"><span class=\"tag\">Envelope comprometido<\/span><h3>Comprometido, destino em aberto<\/h3><p>Fundos, programas corporativos por pa\u00eds e aloca\u00e7\u00f5es nacionais comprometidos, mas n\u00e3o vinculados a uma transa\u00e7\u00e3o (USD 980 milh\u00f5es em 14 entradas). Exclu\u00eddos do total assinado.<\/p><\/div>\n<div class=\"offer-card\"><span class=\"tag\">Anunciado, n\u00e3o assinado<\/span><h3>Inten\u00e7\u00e3o sem obriga\u00e7\u00e3o<\/h3><p>Metas, cartas de inten\u00e7\u00e3o e memorandos de entendimento (USD 67 bilh\u00f5es em 14 entradas). Uma carta de inten\u00e7\u00e3o ou memorando \u00e9 classificado pela evid\u00eancia de uma obriga\u00e7\u00e3o de financiamento em seu texto, n\u00e3o pelo t\u00edtulo. Exclu\u00eddos do total assinado e reportados separadamente.<\/p><\/div>\n<\/div>\n<div class=\"body-copy small-note\" style=\"margin-top:28px;\">\n<ul>\n<li><em>Escopo.<\/em> Entradas com data de an\u00fancio a partir de 1\u00ba de agosto de 2026, registradas no mapa at\u00e9 25 de setembro de 2026. \u00c9 uma atualiza\u00e7\u00e3o de setembro at\u00e9 a data; entradas com data posterior a 25 de setembro aparecer\u00e3o na pr\u00f3xima edi\u00e7\u00e3o. Linhas marcadas como duplicadas s\u00e3o exclu\u00eddas.<\/li>\n<li><em>Concilia\u00e7\u00e3o.<\/em> O per\u00edodo tem 61 entradas: 25 neg\u00f3cios assinados, 14 envelopes comprometidos, 14 anunciados mas n\u00e3o assinados e 8 entradas filhas. As entradas filhas (USD 761 milh\u00f5es) j\u00e1 est\u00e3o representadas dentro de uma entrada principal e n\u00e3o s\u00e3o contadas de novo. Os USD 761 milh\u00f5es n\u00e3o s\u00e3o financiamento faltante.<\/li>\n<li><em>Valores.<\/em> Compromissos no momento da assinatura, convertidos em d\u00f3lares americanos pela base de c\u00e2mbio registrada para cada entrada. Empr\u00e9stimos s\u00e3o registrados pelo valor total da linha assinada, n\u00e3o pelo valor sacado. As participa\u00e7\u00f5es usam apenas o valor divulgado.<\/li>\n<li><em>Status.<\/em> 36 entradas est\u00e3o publicadas e 25 est\u00e3o em revis\u00e3o. Treze das 14 entradas n\u00e3o assinadas, e USD 66,8 bilh\u00f5es dos USD 67 bilh\u00f5es, est\u00e3o em revis\u00e3o, ent\u00e3o os n\u00fameros n\u00e3o assinados s\u00e3o provis\u00f3rios.<\/li>\n<li><em>Arredondamento.<\/em> Os n\u00fameros s\u00e3o arredondados para facilitar a leitura. Os percentuais s\u00e3o calculados sobre valores n\u00e3o arredondados.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>A capacidade computacional responde por 91 por cento dos USD 3,79 bilh\u00f5es em compromissos de IA firmados em cinco regi\u00f5es de mercados emergentes entre 1\u00ba de agosto e 25 de setembro de 2026. Um \u00fanico empr\u00e9stimo de USD 3,1 bilh\u00f5es responde pelo valor; as aplica\u00e7\u00f5es fecharam 15 de 25 neg\u00f3cios.<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"nf_dc_page":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_monsterinsights_skip_tracking":false,"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"_kadence_starter_templates_imported_post":false,"_swpsp_post_exclude":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"default","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[36],"tags":[58,59,60,61,57],"class_list":["post-3065","post","type-post","status-publish","format-standard","hentry","category-insights","tag-ai","tag-artificial-intelligence","tag-capital-flows","tag-emerging-markets","tag-impact-investing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Compute Is 91% of Signed AI Investment in Emerging Markets<\/title>\n<meta name=\"description\" content=\"Compute is 91% of USD 3.79 billion in signed AI investment in emerging markets across five regions, Aug to Sep 2026. Without one USD 3.1 billion loan, 51%.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accendoassociates.com\/pt\/ai-investment-emerging-markets-aug-sep-2026\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Compute Is 91% of Signed AI Investment in Emerging Markets\" \/>\n<meta property=\"og:description\" content=\"Compute is 91% of USD 3.79 billion in signed AI investment in emerging markets across five regions, Aug to Sep 2026. Without one USD 3.1 billion loan, 51%.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accendoassociates.com\/pt\/ai-investment-emerging-markets-aug-sep-2026\/\" \/>\n<meta property=\"og:site_name\" content=\"accendo associates\" \/>\n<meta property=\"article:published_time\" content=\"2026-09-28T18:45:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-30T10:28:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/social-card-ai-capital-flows-aug-sep-2026.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Prateek Shrivastava\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/i0.wp.com\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/social-card-ai-capital-flows-aug-sep-2026.png?fit=1200%2C630&ssl=1\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Prateek Shrivastava\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. tempo de leitura\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/\"},\"author\":{\"name\":\"Prateek Shrivastava\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#\\\/schema\\\/person\\\/767a165f88336e9a9b383d0cd30a69ba\"},\"headline\":\"Compute Accounts for 91 Percent of Disclosed AI Commitments Tracked in Emerging Markets\",\"datePublished\":\"2026-09-28T18:45:11+00:00\",\"dateModified\":\"2026-09-30T10:28:35+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/\"},\"wordCount\":2115,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accendoassociates.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/fA_concentration.png\",\"keywords\":[\"AI\",\"artificial intelligence\",\"capital flows\",\"emerging markets\",\"impact investing\"],\"articleSection\":[\"Insights\"],\"inLanguage\":\"pt-BR\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/\",\"url\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/\",\"name\":\"Compute Is 91% of Signed AI Investment in Emerging Markets\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accendoassociates.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/fA_concentration.png\",\"datePublished\":\"2026-09-28T18:45:11+00:00\",\"dateModified\":\"2026-09-30T10:28:35+00:00\",\"description\":\"Compute is 91% of USD 3.79 billion in signed AI investment in emerging markets across five regions, Aug to Sep 2026. Without one USD 3.1 billion loan, 51%.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#breadcrumb\"},\"inLanguage\":\"pt-BR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-BR\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accendoassociates.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/fA_concentration.png\",\"contentUrl\":\"https:\\\/\\\/accendoassociates.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/fA_concentration.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/ai-investment-emerging-markets-aug-sep-2026\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accendoassociates.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Compute Accounts for 91 Percent of Disclosed AI Commitments Tracked in Emerging Markets\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#website\",\"url\":\"https:\\\/\\\/accendoassociates.com\\\/\",\"name\":\"accendo associates\",\"description\":\"digital transformation and AI to accelerate impact globally\",\"publisher\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accendoassociates.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-BR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#organization\",\"name\":\"accendo associates\",\"url\":\"https:\\\/\\\/accendoassociates.com\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-BR\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/i0.wp.com\\\/accendoassociates.com\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/cropped-aa-logo-black-small.png?fit=159%2C42&ssl=1\",\"contentUrl\":\"https:\\\/\\\/i0.wp.com\\\/accendoassociates.com\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/cropped-aa-logo-black-small.png?fit=159%2C42&ssl=1\",\"width\":159,\"height\":42,\"caption\":\"accendo associates\"},\"image\":{\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accendoassociates.com\\\/#\\\/schema\\\/person\\\/767a165f88336e9a9b383d0cd30a69ba\",\"name\":\"Prateek Shrivastava\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-BR\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/9b22c7a9765f2004a5534c4ead48c4ac2e7e77c4e18b4dd98c6fadb559a885a3?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/9b22c7a9765f2004a5534c4ead48c4ac2e7e77c4e18b4dd98c6fadb559a885a3?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/9b22c7a9765f2004a5534c4ead48c4ac2e7e77c4e18b4dd98c6fadb559a885a3?s=96&d=mm&r=g\",\"caption\":\"Prateek Shrivastava\"},\"sameAs\":[\"https:\\\/\\\/linkedin.com\\\/in\\\/prateekshrivastava\"],\"url\":\"https:\\\/\\\/accendoassociates.com\\\/pt\\\/author\\\/shrivapr\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"A computa\u00e7\u00e3o \u00e9 91% do investimento em IA assinado em mercados emergentes","description":"A computa\u00e7\u00e3o representa 91% dos USD 3,79 bilh\u00f5es em investimento em IA assinado em mercados emergentes de cinco regi\u00f5es, de agosto a setembro de 2026. Sem um empr\u00e9stimo de USD 3,1 bilh\u00f5es, 51%.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accendoassociates.com\/pt\/ai-investment-emerging-markets-aug-sep-2026\/","og_locale":"pt_BR","og_type":"article","og_title":"Compute Is 91% of Signed AI Investment in Emerging Markets","og_description":"Compute is 91% of USD 3.79 billion in signed AI investment in emerging markets across five regions, Aug to Sep 2026. Without one USD 3.1 billion loan, 51%.","og_url":"https:\/\/accendoassociates.com\/pt\/ai-investment-emerging-markets-aug-sep-2026\/","og_site_name":"accendo associates","article_published_time":"2026-09-28T18:45:11+00:00","article_modified_time":"2026-09-30T10:28:35+00:00","og_image":[{"width":1200,"height":630,"url":"https:\/\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/social-card-ai-capital-flows-aug-sep-2026.png","type":"image\/png"}],"author":"Prateek Shrivastava","twitter_card":"summary_large_image","twitter_image":"https:\/\/i0.wp.com\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/social-card-ai-capital-flows-aug-sep-2026.png?fit=1200%2C630&ssl=1","twitter_misc":{"Escrito por":"Prateek Shrivastava","Est. tempo de leitura":"11 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#article","isPartOf":{"@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/"},"author":{"name":"Prateek Shrivastava","@id":"https:\/\/accendoassociates.com\/#\/schema\/person\/767a165f88336e9a9b383d0cd30a69ba"},"headline":"Compute Accounts for 91 Percent of Disclosed AI Commitments Tracked in Emerging Markets","datePublished":"2026-09-28T18:45:11+00:00","dateModified":"2026-09-30T10:28:35+00:00","mainEntityOfPage":{"@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/"},"wordCount":2115,"commentCount":0,"publisher":{"@id":"https:\/\/accendoassociates.com\/#organization"},"image":{"@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#primaryimage"},"thumbnailUrl":"https:\/\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/fA_concentration.png","keywords":["AI","artificial intelligence","capital flows","emerging markets","impact investing"],"articleSection":["Insights"],"inLanguage":"pt-BR","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/","url":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/","name":"A computa\u00e7\u00e3o \u00e9 91% do investimento em IA assinado em mercados emergentes","isPartOf":{"@id":"https:\/\/accendoassociates.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#primaryimage"},"image":{"@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#primaryimage"},"thumbnailUrl":"https:\/\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/fA_concentration.png","datePublished":"2026-09-28T18:45:11+00:00","dateModified":"2026-09-30T10:28:35+00:00","description":"A computa\u00e7\u00e3o representa 91% dos USD 3,79 bilh\u00f5es em investimento em IA assinado em mercados emergentes de cinco regi\u00f5es, de agosto a setembro de 2026. Sem um empr\u00e9stimo de USD 3,1 bilh\u00f5es, 51%.","breadcrumb":{"@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#breadcrumb"},"inLanguage":"pt-BR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/"]}]},{"@type":"ImageObject","inLanguage":"pt-BR","@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#primaryimage","url":"https:\/\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/fA_concentration.png","contentUrl":"https:\/\/accendoassociates.com\/wp-content\/uploads\/2026\/09\/fA_concentration.png"},{"@type":"BreadcrumbList","@id":"https:\/\/accendoassociates.com\/ai-investment-emerging-markets-aug-sep-2026\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accendoassociates.com\/"},{"@type":"ListItem","position":2,"name":"Compute Accounts for 91 Percent of Disclosed AI Commitments Tracked in Emerging Markets"}]},{"@type":"WebSite","@id":"https:\/\/accendoassociates.com\/#website","url":"https:\/\/accendoassociates.com\/","name":"Accendo Associates","description":"transforma\u00e7\u00e3o digital e IA para acelerar o impacto no mundo todo","publisher":{"@id":"https:\/\/accendoassociates.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accendoassociates.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"pt-BR"},{"@type":"Organization","@id":"https:\/\/accendoassociates.com\/#organization","name":"Accendo Associates","url":"https:\/\/accendoassociates.com\/","logo":{"@type":"ImageObject","inLanguage":"pt-BR","@id":"https:\/\/accendoassociates.com\/#\/schema\/logo\/image\/","url":"https:\/\/i0.wp.com\/accendoassociates.com\/wp-content\/uploads\/2026\/06\/cropped-aa-logo-black-small.png?fit=159%2C42&ssl=1","contentUrl":"https:\/\/i0.wp.com\/accendoassociates.com\/wp-content\/uploads\/2026\/06\/cropped-aa-logo-black-small.png?fit=159%2C42&ssl=1","width":159,"height":42,"caption":"accendo associates"},"image":{"@id":"https:\/\/accendoassociates.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/accendoassociates.com\/#\/schema\/person\/767a165f88336e9a9b383d0cd30a69ba","name":"Prateek Shrivastava","image":{"@type":"ImageObject","inLanguage":"pt-BR","@id":"https:\/\/secure.gravatar.com\/avatar\/9b22c7a9765f2004a5534c4ead48c4ac2e7e77c4e18b4dd98c6fadb559a885a3?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/9b22c7a9765f2004a5534c4ead48c4ac2e7e77c4e18b4dd98c6fadb559a885a3?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9b22c7a9765f2004a5534c4ead48c4ac2e7e77c4e18b4dd98c6fadb559a885a3?s=96&d=mm&r=g","caption":"Prateek Shrivastava"},"sameAs":["https:\/\/linkedin.com\/in\/prateekshrivastava"],"url":"https:\/\/accendoassociates.com\/pt\/author\/shrivapr\/"}]}},"taxonomy_info":{"category":[{"value":36,"label":"Insights"}],"post_tag":[{"value":58,"label":"AI"},{"value":59,"label":"artificial intelligence"},{"value":60,"label":"capital flows"},{"value":61,"label":"emerging markets"},{"value":57,"label":"impact investing"}]},"featured_image_src_large":false,"author_info":{"display_name":"Prateek Shrivastava","author_link":"https:\/\/accendoassociates.com\/pt\/author\/shrivapr\/"},"comment_info":0,"category_info":[{"term_id":36,"name":"Insights","slug":"insights","term_group":0,"term_taxonomy_id":36,"taxonomy":"category","description":"","parent":0,"count":3,"filter":"raw","cat_ID":36,"category_count":3,"category_description":"","cat_name":"Insights","category_nicename":"insights","category_parent":0}],"tag_info":[{"term_id":58,"name":"AI","slug":"ai","term_group":0,"term_taxonomy_id":58,"taxonomy":"post_tag","description":"","parent":0,"count":2,"filter":"raw"},{"term_id":59,"name":"artificial intelligence","slug":"artificial-intelligence","term_group":0,"term_taxonomy_id":59,"taxonomy":"post_tag","description":"","parent":0,"count":2,"filter":"raw"},{"term_id":60,"name":"capital flows","slug":"capital-flows","term_group":0,"term_taxonomy_id":60,"taxonomy":"post_tag","description":"","parent":0,"count":2,"filter":"raw"},{"term_id":61,"name":"emerging markets","slug":"emerging-markets","term_group":0,"term_taxonomy_id":61,"taxonomy":"post_tag","description":"","parent":0,"count":2,"filter":"raw"},{"term_id":57,"name":"impact investing","slug":"impact-investing","term_group":0,"term_taxonomy_id":57,"taxonomy":"post_tag","description":"","parent":0,"count":2,"filter":"raw"}],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/posts\/3065","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/comments?post=3065"}],"version-history":[{"count":10,"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/posts\/3065\/revisions"}],"predecessor-version":[{"id":3118,"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/posts\/3065\/revisions\/3118"}],"wp:attachment":[{"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/media?parent=3065"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/categories?post=3065"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accendoassociates.com\/pt\/wp-json\/wp\/v2\/tags?post=3065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}