The US has pursued AI and tech cooperation with Japan via agreements like the US-Japan Joint Leaders’ Statement on AI, but specific programs for Brazil remain under development.
US Strategy Locks in Emerging Markets
The US has explored comprehensive AI cooperation frameworks with various nations. These build on Technology Prosperity Partnership concepts that link technical standards, governance, and data flows to security objectives.
Washington aims to pull emerging nations into its orbit. It wants them as aligned consumers. They would depend on US chips and data centres.
This counters China’s digital infrastructure gains. The US sees Brazil as a key battleground. The plan builds consumer loyalty to American values.
China moves faster with open models. Platforms like Qwen and DeepSeek cut costs. They boost access for developers worldwide.
China Gains Edge with Open Models
Qwen and DeepSeek are Chinese open-source LLMs using Mixture-of-Experts (MoE) for efficiency, but China’s global AI leadership is debated, not definitively established. Qwen and DeepSeek use Mixture-of-Experts architecture. This mixes efficiency with home-grown semiconductors.
US firms like Anthropic and OpenAI fight over public contracts. They chase computing power supremacy.
China stresses open collaboration. It prioritises technical pragmatism. This appeals to the Global South. Nations seek digital autonomy and local infrastructure.
Celso Amorim, former foreign minister and special advisor to Lula (role ended circa 2023), has historically supported multipolarity in foreign policy. He pushes for sovereign order. Under Lula, Brazil balances US and Chinese interests.
The nation eyes its own capacity. It wants to avoid dependence on Silicon Valley or Beijing. Brazil holds rich data and clean energy assets.
Investors eye big chances in the AI Battle for Brazil. Computacional sovereignty draws capital to data centres and semiconductors. The Global South race opens doors in Brazil’s capital markets. Firms building local AI infra stand to gain. US packages may spur deals in chips. China’s cheap models fuel developer booms. Watch for policy shifts that boost B3 listings in tech sovereignty plays.
