Artificial intelligence is triggering a global race for data centers. According to Luciano França, founding partner and manager of Paramis Avantgarde Asset Management, the main beneficiaries on the Brazilian stock exchange may not be technology companies, but companies that supply the essential inputs for this infrastructure: energy, electricity transmission, industrial equipment, and even water.
According to him, Brazil has important competitive advantages to attract investments in the sector, such as a predominantly renewable energy matrix.
"Much of the attention for new data centers is focused on Brazil, due to it being an asset that requires a significant amount of energy," he said in an interview with NeoFeed 's Janela de Mercado program.
Sabesp ( SBSP3 ) appears on the manager's list of companies that could benefit from investing in water reuse projects for equipment cooling, which gains relevance in a scenario of greater concern for water efficiency.
Another well-positioned company is WEG ( WEGE3 ). Besides being one of the leading transformer manufacturers in the country, the company can benefit from the growing demand for energy storage systems.
This is because new data centers will require a continuous supply of electricity, while renewable sources, such as solar and wind, rely on batteries to ensure operational stability.
To see the other roles selected by França, watch the video.
