AI and climate: the two forces that will redefine 2025.

Future Prediction: How artificial intelligence and climate action will shape the coming months.

This article presents predictions and analyses about future trends; it does not report on events that have already occurred.

The current scenario: two converging waves.

In recent days, two movements have gained momentum on the global stage and are expected to intensify by the end of 2025. On the one hand, the race for artificial intelligence is accelerating, with China expanding investments in chips and open AI models to challenge American technological leadership[2]. On the other hand, the UN launched the Yearbook of Global Climate Action 2025, marking ten years after the Paris Agreement and signaling that systems transformation is underway[5].

These two trends are not isolated. They intertwine and, in the coming months, are expected to reshape global markets, policies, and investments.

Artificial Intelligence: the race that doesn't slow down

China has resumed exports of metals and chips, signaling a loosening of trade restrictions[2]. Simultaneously, Asian financial institutions such as HSBC, BlackRock and DBS Bank are already integrating machine learning into portfolio management and risk analysis[3]. Data indicates that 80% of large financial institutions in Asia plan to increase investments in AI by 2026[3].

What to expect:

– Consolidation of AI in financial markets, with a reduction in human intermediaries in low-complexity decisions.
– Intensified US-China competition for supremacy in semiconductors and programming languages.
– Stricter regulations on data privacy and the use of algorithms in critical decisions.
– Pressure on salaries in sectors involving analysis and information processing.

Climate Action: Accelerated Implementation

The UN Yearbook revealed concrete progress: renewable energy capacity has more than doubled and forest funding has quadrupled in the last decade[5]. However, critical gaps persist: investments in grid infrastructure are too low, deforestation has worsened, and building emissions have increased despite efficiency gains[5].

COP30 in Brazil in November 2025 is described as possibly the last chance for a credible international plan on climate change[6].

What to expect:

– Pressure for binding commitments in energy transition, especially in developing countries.
– Accelerating investments in green infrastructure and clean technologies
– Possible redirection of private capital to climate resilience projects
Geopolitical conflicts over critical resources for renewable energy (lithium, cobalt, copper)

The point of convergence: green finance and AI for sustainability.

The coming months should see a merger between these two trends. Morgan Stanley analysts warn of a possible 10-15% correction in global equity markets[3], which could redirect capital to green technology sectors and AI applied to climate efficiency.

Emerging markets, particularly Brazil and Asia, should attract investments in projects that combine technological innovation with sustainability. China, for example, is strengthening strategic partnerships with Brazil and the EU precisely in trade and technology[2].

Implications for Brazil

Brazil is at the epicenter of this transformation. It will host COP30, is negotiating with China on trade and technology, and possesses critical assets (biodiversity, renewable energy, minerals) for both agendas. Decisions made in November 2025 are expected to define international investment flows over the next five years.

Brazilian companies in construction, technology, and agribusiness should prepare for stricter sustainability regulations and pressure to adopt AI-based solutions to optimize processes.

Photo by Igor Omilaev on Unsplash