Overview

• An IBM Institute for Business Value survey finds only 15% of Brazilian companies use AI broadly, with just 20% of pilots meeting expected ROI and 25% replicated across the business due to rigid, fragmented operations.
• Telecom operators report tangible efficiencies in customer service and network optimization, as Algar Telecom tallies R$22.5 million in Ebitda savings and 45,000 hours saved in one year and pushes for hyperscale data‑center investment and public incentives.
• Sector leaders call for a national strategy, stronger partnerships and workforce upskilling, with a Bain-cited finding that 39% of executives see lack of qualification as the top barrier to adoption, and vendors like Nokia embedding AI at the network edge.
• New research from Stanford and Harvard links AI adoption to fewer entry‑level opportunities in the U.S., including a 13% drop in employment for ages 22–25 in AI‑exposed roles since late 2022 and a 7.7% sharper fall in junior hiring at adopters, even as some executives argue cutting junior talent is shortsighted.
• The State of AI Report 2025, cited by analyst Nate B. Jones, frames competition around “intelligence per dollar” and warns of physical limits such as a projected 68 GW U.S. power shortfall for data centers by 2028, as Nobel laureate Peter Howitt urges regulation to manage labor impacts.