{"id":676,"date":"2025-11-12T04:32:46","date_gmt":"2025-11-12T07:32:46","guid":{"rendered":"https:\/\/www.pulseq.com.br\/ia-e-geopolitica-as-forcas-que-moldarao-2025\/"},"modified":"2026-01-11T03:17:31","modified_gmt":"2026-01-11T06:17:31","slug":"ai-and-geopolitics-the-forces-that-will-shape-2025","status":"publish","type":"post","link":"https:\/\/www.pulseq.com.br\/en\/ai-and-geopolitics-the-forces-that-will-shape-2025\/","title":{"rendered":"AI and geopolitics: the forces that will shape 2025"},"content":{"rendered":"
\n

Podcast about the subject<\/strong> Listen on Spotify<\/a><\/p>\n

Future Forecast: What to Expect in the Coming Months<\/h2>\n

This article presents analyses and projections on global trends. It is not news, but an interpretation of recent events and predictions based on available data.<\/strong><\/p>\n

The Current Scenario (Week of November 10-12)<\/h2>\n

The week that ends presents three geopolitical and technological movements that define the global chessboard for the coming months: China expands its commercial and technological influence[1], the US ends its internal political impasse[1], and artificial intelligence consolidates itself as a strategic priority in financial markets[5].<\/p>\n

China: Commercial and Technological Offensive<\/h3>\n

Beijing strengthens partnerships with Brazil and the European Union, expanding exports and reintegrating into global production chains after easing restrictions on critical materials and semiconductors[1]. Simultaneously, it invests heavily in chips, cloud computing, and open AI models to challenge American technological leadership[1].<\/p>\n

USA: Political Stability, Regional Tensions<\/h3>\n

The Senate approved a bipartisan agreement that ends the 40-day shutdown, reopening the federal government by January[1]. However, tensions are growing in Latin America: Trump promises aid of US$$ 2,000 and expands his political focus in the region, while diplomatic conflicts with Venezuela intensify[1].<\/p>\n

Financial Markets: AI Leads Investments<\/h3>\n

November data shows that 80% of major Asian financial institutions plan to increase investments in AI by 2026[5]. The creator economy already moves US$ 250 billion and could reach US$ 480 billion in 2027[3].<\/p>\n

Projections for the Next 12 Months<\/h2>\n

1. Accelerated Technological Fragmentation<\/h3>\n

The Sino-American race for technological autonomy is likely to intensify. China is expected to consolidate its leadership in AI chips and open models, while the US and its European allies invest in alternatives. As a consequence, global companies will need to maintain two parallel technological strategies\u2014a costly scenario that reduces efficiency but reinforces national security.<\/p>\n

2. Brazil at the Center of the Geopolitical Dispute<\/h3>\n

As the largest economy in Latin America and host of COP30, Brazil becomes a strategic player. Increased pressure from the US and China is expected for trade and technological alignments. The Chinese visa waiver until 2026[2] signals a deepening of bilateral relations that could result in greater trade interdependence.<\/p>\n

3. AI is no longer a trend but an infrastructure.<\/h3>\n

With 68% of professionals optimistic about AI in marketing[3] and 59% excited to create ads with the technology[3], the next step is full integration. AI tools will cease to be competitive differentiators and become a basic requirement. Micro and nano influencers will gain even more relevance by offering authenticity that algorithms cannot replicate.<\/p>\n

4. Structural Financial Volatility<\/h3>\n

Geopolitical uncertainty, combined with unsynchronized monetary policy cycles, will create an environment of opportunities and risks. Professionals with scenario analysis and financial modeling skills will be increasingly in demand[5].<\/p>\n

5. Climate Transition as a Primary Economic Factor<\/h3>\n

COP30 in Bel\u00e9m represents a critical moment for defining global climate milestones[8]. Countries that do not present credible plans are expected to face pressure from carbon markets, ESG funds and consumers. Brazil can lead or fall behind in this transition.<\/p>\n

What Changes For You<\/h2>\n

Professionals:<\/strong> Invest in data analytics, AI, and adaptability skills. The technology, finance, and energy sectors will be epicenters of change.<\/p>\n

Companies:<\/strong> Review supply chains considering technological fragmentation. Diversify suppliers and markets. Integrate AI into operations, not as a project, but as a continuous transformation.<\/p>\n

Investors:<\/strong> Monitor geographic exposure (China, USA, Brazil) and sector exposure (AI, clean energy, finance). Volatility is both risk and opportunity.<\/p>\n

Photo by Igor Omilaev on Unsplash<\/small><\/p>","protected":false},"excerpt":{"rendered":"

Future Forecast: What to Expect in the Coming Months This article presents analyses and projections on global trends. It is not news, but an interpretation of recent events and forecasts based on available data. The Current Scenario (Week of October 10-12\u2026<\/p>","protected":false},"author":0,"featured_media":677,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow74DeCw:productID":"","footnotes":""},"categories":[105],"tags":[61,151,127,17,141],"class_list":["post-676","post","type-post","status-publish","format-standard","has-post-thumbnail","category-tendencias-futuros","tag-economia-global","tag-futuro","tag-geopolitica","tag-inteligencia-artificial","tag-tendencias-2025"],"_links":{"self":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts\/676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/comments?post=676"}],"version-history":[{"count":2,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts\/676\/revisions"}],"predecessor-version":[{"id":3662,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/posts\/676\/revisions\/3662"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/media\/677"}],"wp:attachment":[{"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/media?parent=676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/categories?post=676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pulseq.com.br\/en\/wp-json\/wp\/v2\/tags?post=676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}