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Only reinforces the point that relying on american infrastructure as a critical piece of your stack, in 2026, is a liability.
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This is not a real problem outside of niche industries

American companies are great to do business with.

Most countries, including Brazil, simply don’t have the capability to pull this on their own. Not enough tech talent nor infrastructure

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> It is worth noting that despite all this cheap sovereignty talk from Brazil’s president, in practice Brazil would not be able to operate Pix at that scale without heavily relying on American hyperscalers companies.

> American companies are great to do business with.

US officials involving themselves in your national market because they are unhappy with the market share of their companies in it, with the implicit threat of stopping other areas of trade if you dont allow the companies to gain a larger market share makes US companies too untrustworthy to do business with. If Trump implements a trade ban for Brazil, will these hyperscalers continue providing the service at their own risk, or are they going to prioritize their state over their customers? I would assume the answer will be the latter. Given that, I believe it is in Brazil's (and most other states) best interest to divest and reduce partnerships with companies operating in the US

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There are exceptions but the "hyperscalers" and pretty much anything that handles personal information is highly toxic and should be fiercely avoided.
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As long as the foreign companies operate within the country under the country's laws, it shouldn't be a big problem. But being dependent on only one vendor and not having redundancy in the system is a problem though. This is why cash is important to provide the ultimate redundancy against all technological and infrastructural failures.
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Don't get me wrong. But mentioning Brazil's president on this meter just adds even more politics to the discussion. Which global systems don't depend somehow on US infrastructure? Do you have the same opinion about the European leaders that are creating/created cloud infrastructure? I believe just one of the parts is really into adversarial talks lately. Brazil is just following what other countries are also doing.
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> But mentioning Brazil's president on this meter just adds even more politics to the discussion.

This quote is literally from the linked article — he is mentioned there

> Do you have the same opinion about the European leaders that are creating/created cloud infrastructure?

I don’t understand the question, I think it’d be great to have an European AWS equivalent just for the sake of competition, but as far as I know, we are very far from that

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So they get to decide when a transaction is in their national interest and do business on that basis?

That sounds like "sovereignty" to me. You don't need to be fully protectionist to be sovereign.

If you have an ax to grind with Lula, just say so.

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