Philipe (Felipe) Moura

speaker

205 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Philipe (Felipe) Moura’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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Making AI Possible · AI Across the Americas: Where Does the Hemisphere Line up on AI? · 4 Aug 2026 podcast

So an even wider spectrum of things.

And then last year we had presidents,

Chancellor Merz and President Macron that got together and started discussing this.

But, you know, I think the conclusion is if the European market is big enough that some US firms will

will concede and make adaptations to their architecture to ensure sovereignty.

I don't think that this is gonna necessarily be the case for LAT-SAM.

So LAT-SAM from that perspective will still need to play their cards right if they want to secure the relationship between US technology and global capital.

On the other hand, and this is us going back to the Donrow Doctrine, which is, by the way, another term coined here at Eurasia Group, when we're looking at the Donrow Doctrine, the closer you are to the south border of the U.S., the more likely it is that the U.S.

government

will maintain a close watch on those countries' technology policies.

And the lower south you are in South America, the less strong that hold will be.

And so China will likely come here with...

with more investments, and they're probably very happy to get more and more people adopting their techs.

My second prediction, if you want to put it that way, is that the global constraint on data center expansion is more likely to be

affordable and renewable energy at scale.

While Brazil has 90% of renewable, Latin America has between 60 and 65 of power coming from renewables, which is roughly twice the global average.

So that is already worth mentioning.

Besides, you know, great talent, besides land, besides water.

And so just like we, if we were to look at the rare earths industry, like 10 to 15 years ago, or even, you know,

Before that, this was not an economically viable industry for most places simply because, you know, China dominated 90%.

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