Data Centers and Wind Energy: a strategic analysis by Alpha AIX on the future and opportunities of the sector in Latin America.

The expansion of data centers has become one of the main drivers of transformation in the global electricity sector. Driven by the digitalization of the economy, artificial intelligence, and the growing demand for data processing and storage, these assets have come to occupy a central position in energy investment decisions. Their continuous and intensive operation requires reliable, scalable, and competitive sources, repositioning energy as a strategic element of digital infrastructure.

In this context, wind energy has gained prominence by offering a unique combination of scale, cost predictability, and alignment with global decarbonization goals. Emerging countries, especially those with high wind potential, have become part of the new global energy map, attracting data center projects interested in accessing clean energy at competitive costs. In addition to reducing the carbon footprint, this convergence strengthens local production chains and boosts investments in electrical infrastructure.

The viability of this relationship between large consumers and renewable energy generation occurs, primarily, through Power Purchase Agreements (PPAs) . These long-term contracts structure the supply of energy directly with wind power projects, guaranteeing price predictability, security of supply, and mitigation of market risks. For data centers, PPAs function as energy hedging instruments; for generators, they represent revenue stability and financial viability of the projects.

The convergence of data centers, wind energy, and well-structured contractual models redefines the growth logic of the electricity sector. More than just meeting increasing demand, this dynamic establishes a new development pattern where economic efficiency, sustainability, and intelligent project structuring are integrated, shaping the future of energy in the digital economy.