Business · Companies · 59 mins ago
Positivo sees AI infrastructure demand driving a new hardware growth cycle
Brazilian technology company Positivo sees AI demand as a chance to grow its hardware business.
Its president, Hélio Bruck Rotenberg, says he is more optimistic about growth than at any point since 2015.
For years, Positivo diversified beyond personal computers because hardware markets were growing slowly, including the server market.
The company expects AI processing to spread beyond major cloud providers to businesses, banks, research institutes and smaller computing firms that may need less powerful equipment.
Positivo raised its 2026 gross revenue outlook to R$4.4 billion–R$4.5 billion.
In the third quarter of 2026, net revenue rose 23.8% year over year to R$997.2 million, while net profit reached R$7.7 million.
The company is also watching major public-sector projects, including server purchases for Brazil’s AI plan and the replacement of some electronic voting machines; the sources do not give a timetable for those projects.
Positivo Tecnologia says expanding demand for artificial intelligence infrastructure could begin a new growth cycle for the hardware market.
The Brazilian company sees opportunities to supply servers to businesses, banks, research institutes and smaller cloud-computing providers.
President Hélio Bruck Rotenberg said he was more optimistic about growing the company to a new level than at any time since 2015.
Positivo raised its 2026 gross revenue forecast to between R$4.4 billion and R$4.5 billion.
In the third quarter of 2026, net revenue rose 23.8% year on year to R$997.2 million.
- Who
- Positivo Tecnologia, led by president Hélio Bruck Rotenberg.
- What
- The company sees AI infrastructure demand creating new growth opportunities for its hardware business.
- When
- The article was published on November 12, 2026; it also reports third-quarter 2026 results.
- Where
- Brazil.
- Why
- Demand for AI processing infrastructure is expanding beyond large cloud providers to businesses, banks, research institutes and smaller providers.
This story does not have two clearly opposing sides.
Positivo reshaped its business to reduce dependence on personal computer sales and expand services and technology solutions.
Positivo reported net revenue of R$997.2 million, up 23.8% year on year.
Positivo raised its gross revenue forecast to between R$4.4 billion and R$4.5 billion.
Estadão published Rotenberg’s comments on AI infrastructure demand and growth prospects.
- 2026 gross revenue forecast
- R$4.4 billion to R$4.5 billion
- Third-quarter 2026 net revenue
- R$997.2 million, up 23.8% year on year
- Third-quarter 2026 net profit
- R$7.7 million, up 600% year on year
- Third-quarter 2026 EBITDA
- R$88.5 million, up 30%
- Urns supplied
- Positivo supplied 80% of the electronic voting machines in use in the most recent elections
What people are saying
It is the moment, since 2015, when I am most optimistic about growing the company to another level
We had to get into services and other things because we did not see growth. It was a market that grew 2%, 3% a year, sometimes declined. Even in servers. And now there is the possibility of growth
Neoclouds can explore exactly this: having a smaller language model (LLM), which does not need trillions of parameters. With millions, it can already run agents at lower cost