AI and climate: the technological race that will define 2025.

Predictions for the future: what to expect in the coming months

Important notice: This article combines recent news with trend analysis and forecasts for the future. It is not a report of events that have already occurred, but a projection based on current data and expected scenarios.

The week that redefined the global tech race.

Between November 10 and 13, 2025, clear signs emerged of how the world is reorganizing itself around three axes: artificial intelligence, clean energy, and geopolitical reconfiguration. China expanded its global influence in trade and technology, strengthening strategic partnerships with Brazil and the European Union, while massive investments in AI and semiconductors consolidate its technological leadership.[1] Simultaneously, data on global emissions revealed a challenging scenario: CO2 emissions from fossil fuels are expected to reach a record 38.1 billion tons in 2025, a growth of 1.1% that practically makes the goal of limiting warming to 1.5°C unfeasible.[5]

What lies ahead: three critical scenarios

1. The technological race intensifies — with China accelerating.

The dispute between the US and China in artificial intelligence, chips and quantum computing has ceased to be theoretical: it now defines economic power and the autonomy of nations.[6] Recent figures show that Over 55% of the radical AI innovations registered between China, the US, and the European Union are Chinese., especially in computer vision, intelligent surveillance and autonomous systems.[6] Over the next 12 to 24 months, it is expected that:

China consolidates its leadership in applied AI, while the US maintains its advantage in quantum computing and embedded hardware.
Europe faces increasing pressure to accelerate innovation, or risk losing technological relevance.
– Brazil gains strategic position as a financial hub: the ETF Connect Brazil-China program, launched in May 2025, allows direct access to Chinese technology ETFs, consolidating the country as the first outside of Asia in this model.[4]

2. Climate: pressure for concrete action intensifies

Although 35 countries responsible for a quarter of global emissions have reduced their emissions over the past decade while maintaining economic growth,[5] the overall trajectory remains unsustainable. Projections indicate that:

Environmental legislation will become stricter in developed economies, driven by pressure from civil society.
Investments in renewable energy will accelerate, with the integration of climate data across the entire value chain[7]
Companies will face increasing demands for solutions that integrate productivity, economic growth and reduced environmental impact[3]

3. Economic transition generates caution — but also opportunities.

In November 2025, the global economy is undergoing a period of transition.[2] Financial markets are showing signs of maturity: B3 has launched innovative products such as the first hybrid ETF (GOAT11), combining local fixed income and international equities.[4] In the coming quarters, the following is expected:

Continued volatility in global finance, but with more sophisticated investment strategies.
– Consolidation of Brazil as a financial hub connected to Asia
– Increasing urbanization (world urban population will increase by 72% by 2050) driving job creation in cities[3]

The direct impact on you

These trends are not abstract. They affect everything from the cost of the technology you use to the environmental policies that shape your daily life. The technological race determines who controls innovation and digital security. Climate pressure redefines regulations and production costs. Economic reconfiguration opens—or closes—opportunities for investment and employment.

The next decade will be defined by who manages to integrate technology, sustainability, and economic growth. China and the US are already betting big. Europe is racing against time. And Brazil? It's in the middle of the road—with the potential to lead or fall behind, depending on the choices it makes now.

Photo by Igor Omilaev on Unsplash