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8 results for “CapEx”
PetroReconcavo Avoids US$60 Million CAPEX by Extending Petrobras Gas Processing Deal
Brazilian independent oil producer PetroReconcavo secured nearly a decade of operational certainty in Bahia by extending a natural gas processing agreement with Petrobras.
Rio Windstorm Exposes TIM Network Vulnerability, Raising Infrastructure CAPEX and Regulatory Risks
A windstorm with 100 km/h gusts hit Rio de Janeiro, triggering widespread network instability for TIM, which faces potential ANATEL scrutiny.
Petrobras Policy Confirms Political CapEx Priority, Slashing Minimum Dividend Payout to 45% FCF
Petrobras (PETR4) cut its minimum dividend payout to 45% of Free Cash Flow, confirming the Lula administration's push for investment over returns.
WEG Analyst Rating Upgraded on International Expansion, AI Demand Forecasts
Brazilian industrial WEG (WEGE3) saw its analyst rating raised by major firms, who cited AI-driven data center demand and global capex cycle.
Nvidia In Talks To Guarantee $250 Billion For OpenAI’s Massive 10 GW Ohio Data Center Lease
Chipmaker Nvidia is reportedly negotiating a guarantee of up to $250 billion for OpenAI's lease of a 10-gigawatt SoftBank data center, underscoring the escalating, credit-backed scale of the global AI infrastructure buildout.
Nvidia-OpenAI $500 Billion AI Data Center Plan Signals Global CapEx Spike for Brazilian Infrastructure
The proposed $500B, 10-gigawatt AI campus in the US sets a new, ultra-high bar for global AI infrastructure spending, pressuring CapEx projections for Brazilian data center operators.
XP Adds Ecorodovias (ECOR3) to Small Cap Portfolio, Citing Mitigated Geopolitical Risk on Capex
Analysts argue Ecorodovias is mispriced as market overweights geopolitical risk to CapEx, ignoring regulatory buffers.
Motiva, EPR, and Arteris Battle for Brazil's Régis Bittencourt
Three major operators submit formal bids for the 383-km Régis Bittencourt highway, unlocking R$ 11.2 billion in total CAPEX and OPEX.