Some of the largest global technology companies are keeping an eye on the main tax change for the data center sector in the country. Under the expectation of an effective tax rate reduction higher than that projected by the National Telecommunications Agency (Anatel), executives from Oracle () and Nvidia () believe that Brazil should gain competitiveness at an international level and be on par with large centers in the segment.
On the operational side, the exemption from taxes on the import of equipment necessary to get a data center up and running is the central point of Redata for big techs, as the Special Taxation Regime for Datacenter Services was named. The expectation is that the cost of the most sophisticated equipment responsible for the processing power of these spaces will fall by almost half.
Nvidia, the largest supplier of the most modern processors dedicated to artificial intelligence that has elevated it to the position of one of the most important companies in the world, can serve as an example. The company does not directly sell its GPUs to large cloud providers — such as Microsoft, Amazon, Google and Oracle — but to partners who bring these computers together into servers.
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Today, a server with around eight GPUs from Nvidia’s most modern models arrives in Brazil for around US$600,000. From January 1, 2026, when the Redata rules come into effect, the expectation is that this same structure will be acquired in Brazil for US$330,000.
“It’s a very big impact. And then, we will be practically at the same level, or even better in cost per token than other countries, because our energy is cheaper”, says the GSI director of Nvidia’s enterprise division for Latin America, Marcel Saraiva. Tokens are small units of data resulting from the breakdown of larger information. Trillions of them are produced per second in data centers and the cost to produce all this volume is an important comparative metric for the competitiveness of data centers.
It is estimated that the cost of energy in Brazil is equivalent to a quarter of the value of the input in the United States. The availability of space for construction is another point highlighted by executives, who consider the workforce in the country. “The workforce, ok. We have a challenge to increase the capacity and number of people to work with this, but taxes were a problem”, points out Saraiva.
These are some of the elements that support the expectation of attracting new ventures at a high rate in Brazil in the coming years. A document published by estimates investments of up to R$2 trillion in data centers in the country over the next ten years and tax benefits of up to R$701 billion. The investments, they estimate, could quadruple the processing capacity in the region, from 800 megawatts to up to 3 gigawatts.
For executives in the segment, however, the investment potential is even greater. The president of Oracle Brazil, Alexandre Maioral, believes that the attraction is worth more than R$2 trillion. “With Redata coming out, we have a significant reduction in several taxes. Normally, we have more than 50% in taxes”, stated Maioral in .
Anatel estimates point to a reduction in the effective tax rate for the acquisition of technology equipment of around 34%. It can be even greater with ICMS deductions in states such as Rio de Janeiro, São Paulo, Paraná and Rio Grande do Sul. “With Redata and with some states looking at ICMS, exempting ICMS, we are equal to the rates in the United States, in Phoenix, Texas. So, it becomes really competitive”, says Maioral.
