Cerebras signs São Paulo AI capacity lease exceeding 30MW, BNamericas reports

Cerebras is preparing to serve AI requests from Latin America, with Greater São Paulo as its regional foothold. The chipmaker has signed a lease for more than 30 megawatts of data-center capacity there, BNamericas reported on November 13. The operation is intended for inference—the computing that produces answers from trained AI models.

The agreement moved beyond preliminary negotiations after several months of talks, according to BNamericas. What began as a proposed pre-lease recently became a formal lease signed by the parties. The capacity will be hosted in a cluster belonging to a large data-center company in Greater São Paulo.

A regional base for answering AI requests

The intended workload helps explain the regional location. Inference runs an already trained model to respond to users and applications in real time, such as answering a chatbot question. Response speed and proximity to users matter more for this work than for the concentrated computing used to train a model.

Training builds a model by processing large volumes of data over weeks or months in power-intensive clusters. Those clusters can sit in different regions. The Brazil operation is instead geared toward using models after that stage, matching the inference services at the center of Cerebras’s offering.

Cerebras also brings a different hardware model from cloud operators that buy Nvidia graphics processing units, or GPUs, and rent out their computing power. It develops its own giant processors, called Wafer-Scale Engines, and installs them in data centers to sell cloud computing and inference services. The business therefore combines chip development with operating a cloud service.

More than 75%2027 capacity additions outside the US

CEO Andrew Feldman said more than 75% of the data-center capacity coming online in 2027 will be outside the United States.

An overseas buildout constrained by capacity

The Brazil move fits an international expansion strategy already outlined by Cerebras’s leadership. On the company’s third-quarter earnings call, CEO Andrew Feldman mentioned upcoming capacity in Brazil without providing details. He also said new facilities in Canada, France and Norway would begin operating in the coming months.

Cerebras said it has secured approximately 700 gross megawatts of data-center capacity for delivery by the end of 2027. That figure describes capacity secured for future delivery, rather than a statement that all of it is already operating. The company expects the bulk of its capacity ramp-up from mid-2027, as larger portions arrive.

Available data-center space is also limiting sales, according to CFO Bob Komin. He said cloud revenue should be roughly flat in the fourth quarter because demand continues to exceed supply, not because of pricing or weak demand. He attributed the limit on cloud revenue growth entirely to data-center capacity.

For the São Paulo project, the next stated milestone is a formal announcement. BNamericas expects that in the coming weeks; the reported lease marks a step toward market entry, not an announced service opening.