Bridging the AI Divide: How Brazil and Mexico Can Train Massive Language Models (2025)

The race to develop powerful language models is intensifying, but who will be left behind? A groundbreaking study by Sandra Malagon and her team explores the possibility of training a 10-trillion-token language model in Brazil and Mexico, challenging the notion that only wealthy nations can lead AI innovation.

The Digital Divide Deepens:
The demand for computational power to train large language models is soaring, but this could exacerbate the digital divide between the Global North and South. Malagon and colleagues aim to bridge this gap by investigating the feasibility of training advanced AI models in Brazil and Mexico, considering the constraints of hardware, energy, and funding.

A 10-Trillion-Token Model: Feasible or Fantasy?
The study focuses on training a substantial language model with 10 trillion tokens, a task requiring immense computational resources. They assess various scenarios by adjusting the type of accelerator and training duration, revealing the delicate balance between infrastructure limits, costs, and regulatory compliance.

Hardware Efficiency: The Key to Fiscal Sustainability:
The research highlights that while all configurations are technically feasible, the key to making it financially sustainable lies in hardware efficiency. Newer generation accelerators, with their advanced precision techniques, can achieve peak throughput of 2,000 TFLOPs, significantly reducing costs compared to older generation hardware. This finding suggests that investing in modern technology is crucial for countries aiming to develop AI capabilities without breaking the bank.

Training Timeline: A Strategic Decision:
Extending the training timeline is proposed as a strategic move for countries with limited resources. By allowing more time for training, nations can build locally relevant language models without the pressure of competing at the global AI frontier. This approach offers a unique opportunity to foster AI innovation tailored to specific regional needs.

Infrastructure Requirements and Trade-offs:
The study evaluates four infrastructure setups, combining different accelerators and training schedules. The number of accelerators needed varies from 350 to over 2,200, depending on the hardware and training duration. This range showcases the trade-off between hardware efficiency and energy consumption, with newer hardware requiring fewer units but higher energy demands.

Energy Consumption and Costs:
Researchers meticulously calculated energy consumption, considering training duration, accelerator power, and datacenter overhead. The estimated power draw ranges from 700W to 400W per accelerator, resulting in energy requirements between 0.3 and 3.3 GWh. Capital expenditures, including hardware costs and import duties, further emphasize the financial considerations for middle-income countries.

Sovereign AI Training: A Realistic Prospect:
The study concludes that sovereign-scale language model training is within reach for Brazil and Mexico, even with limited resources. By modeling various scenarios, the team demonstrates that all configurations comply with export control limits and electrical infrastructure capabilities. However, hardware efficiency remains the linchpin for financial viability, with newer generation accelerators offering substantial cost savings.

Policy Implications and Future Directions:
Extending training timelines is suggested as a policy option to navigate hardware limitations and foster local AI development. While all scenarios are technically feasible, practical considerations in urban settings may require additional infrastructure adjustments. Future research could delve into the impact of model size and data requirements, as well as distributed training methods, to enhance accessibility and cost-effectiveness.

But here's the twist: Could this approach inadvertently create a two-tier AI world, where some nations excel at local relevance while others lag behind in global competitiveness? The study raises intriguing questions about the balance between local and global AI development. What are your thoughts on this delicate equilibrium? Share your insights and let's spark a conversation about the future of AI innovation in the Global South!

Bridging the AI Divide: How Brazil and Mexico Can Train Massive Language Models (2025)
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