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AI and geopolitics: what to expect in the coming months

Future Prediction: How technology and global tensions will shape 2025

This article presents predictions and analyses about future trends, not reports of events that have already occurred.

The week of November 10, 2025, revealed clear signs of what may lie ahead: the technological dispute between China and the United States is intensifying, while the global economy navigates a delicate period of transition. Combining recent news with expert analysis, this text explores likely scenarios for the coming months.

The current situation: what has changed this week

Three important movements marked the period:

1. China advances in technology and trade. Beijing has expanded strategic partnerships with Brazil and the European Union, resumed exports of chips and critical metals, and intensified investments in artificial intelligence to challenge American technological leadership[1]. The lifting of restrictions on semiconductors signals a relaxation of trade tensions.

2. US ends internal political crisis. — The US Senate approved a bipartisan agreement that ended a 40-day shutdown, reopening the federal government until January[1]. Simultaneously, tensions with Venezuela increased during a summit in Colombia, with Maduro asking for support from neighbors against alleged American militarization.

3. Markets react with moderate optimism. — Stocks and oil rose in November, driven by signs of trade easing and an agreement between Trump and Xi Jinping[3]. OPEC+ suspended lower-than-expected production increases for 2026, while India plans to triple incentives for rare earth magnet production.

What could happen in the coming months?

Scenario 1: Technological race accelerates

Artificial intelligence will remain a top priority. Recent data shows that 68% of professionals are optimistic about the technology, and 59% plan to use it to create ads[4]. In Asia, 80% of large financial institutions intend to increase investments in AI by 2026[5].

What to expect: China will consolidate its position in chips and open AI models, while the US will seek to maintain leadership in software and applications. Brazil may position itself as a test market for AI solutions adapted to emerging economies.

Scenario 2: Trade remains unstable, but with trading windows.

The Trump-Xi agreement suspended export controls on rare earths and ended investigations against American semiconductor companies[3]. However, this easing of restrictions may be temporary.

What to expect: Trade negotiations will remain volatile until January 2026, when the US government may change its position. Emerging countries like Brazil and India will gain ground by diversifying their technological and commercial partnerships.

Scenario 3: Creator economy and influencers grow exponentially.

The creative industry is already worth US$ 250 billion and could reach US$ 480 billion by 2027[4]. Nano and micro influencers are gaining strength due to their ability to authentically connect with specific audiences.

What to expect: Brands will increase their influencer marketing budgets, especially on social media platforms. Brazil, with its strong presence on social networks, could consolidate its position as a Latin American creative hub.

Scenario 4: COP30 in Belém redefines the environmental agenda.

Belém was chosen as the capital of Brazil during COP30, reinforcing the commitment to sustainable development and the preservation of the Amazon[2]. This may be one of the last moments for the international community to produce a credible plan on climate change.

What to expect: Decisions made at COP30 will influence global investment policies, especially in renewable energy and clean technologies. Brazilian sustainability companies will gain international visibility.

What does this mean for you?

The global economy is in transition: too strong to justify additional stimulus, but still too fragile for further tightening[3]. This creates opportunities for those who can adapt quickly.

Professionals should invest in AI and data analytics skills. Companies need to diversify their supply chains. Investors should prepare for volatility, but also for windows of opportunity in emerging markets.

Photo by Igor Omilaev on Unsplash

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