AZ Quest: Infraestrutura digital é a maior oportunidade do Brasil | Outliers InfoMoney #190

Exclusive: 5% discount on Expert XP tickets with coupon code OUTLIERSNAEXPERT Secure your ticket: https://www.expertxp.com.br/ingressos/ _________________________ INFOMORNING | The newsletter with everything you need to start your day Receive information, analysis, and recommendations that are worth money directly to your email: https://www.infomoney.com.br/newslett... _________________________ In edition 190 of InfoMoney Outliers, Clara Sodré and Fabiano Cintra talk with Walter Maciel, CEO of AZ Quest Investimentos, about infrastructure investments that enable the expansion of artificial intelligence. “Big tech companies like Google, Amazon, OpenAI, and Meta are injecting trillions of dollars in capex, and a good portion of that capital could reach Brazil,” he states. For 20 years, Walter has been CEO of AZ Quest – one of the largest asset management firms in Brazil, with over R$38 billion under management and 300,000 clients. According to him, the infrastructure segment grew by more than R$1.5 billion in fundraising in 2024 alone. For Walter, digital infrastructure can lead Brazil to the largest investment cycle in history. On the one hand, the country has available and renewable energy – the biggest bottleneck in the expansion of AI companies. On the other hand, the government will not have the resources to finance the necessary investments. “You have a century-long opportunity for infrastructure funds, because the private sector will have to foot the bill,” he states. By supporting the expansion of digital infrastructure, Walter says, investors find a cheaper and safer way to capture the growth of the artificial intelligence sector. “You don't know which car will win the race, but you can bet on the track,” he says. Follow the conversation and understand how to diversify your investments. Read the report "Mapping Artificial Intelligence in Brazil" by Expert XP - https://conteudos.xpi.com.br/estrateg... ======= Daily Money Challenge: a simple and visual system for saving money. Download yours and start today: https://lps.infomoney.com.br/dinheiro... ------------- Follow InfoMoney also on the website and social media. Website: https://www.infomoney.com.br/ 📱WhatsApp: https://whatsapp.com/channel/0029VaHC... 📷Instagram:   / infomoney   🎥 TikTok: https://tiktok.com/infomoney X: https://x.com/infomoney 🔵 Facebook:   / infomoney   🗎 Newsletter: https://www.infomoney.com.br/newslett... 🖋️ LinkedIn:   / infomoney