What is verified. On 18 May 2026 ByteDance signed a 20-year, US$2bn power purchase agreement with wind developer Casa dos Ventos, structured through Omnia, which takes equity in the wind assets — the 630 MW Ibiapaba complex and the Dom Inocêncio farm in Piauí — rather than buying power off the grid. The project received priority grid-connection treatment from Aneel in March 2026. Construction is underway at the Pecém port complex, with operations expected to begin in the third quarter of 2027; as of recent site reporting, only the structural pillars have been erected, with walls, roofing and the remainder of the shell still to come.
What is projected, not committed. The R$200bn (~US$39.9bn) figure is a multi-year estimate through 2029: Omnia invests around US$2bn in physical infrastructure, while the larger total reflects ByteDance’s anticipated purchases of servers, chips and equipment over roughly a decade. Earlier reporting put the same project at US$9.8bn (November 2025) and R$50bn (October 2025) — the figures describe successive stages of the same campus, not competing claims, but none is contracted capital in the disclosed sense.
Unclear. Final agreements have been reported as dependent on new tax incentives for export-oriented projects — Brazil’s Redata regime lapsed in February 2026 and its replacement is unresolved. Chip sourcing (reports of Huawei Ascend accelerators and a May 2026 Qualcomm arrangement) is unconfirmed by any party. No regulatory filing discloses the ByteDance–Omnia contract terms.
Why it’s on the tracker. The campus will serve TikTok’s operations outside Brazil, the US, Europe and China — Brazil supplies land, wind, grid and subsea connectivity while the output serves third markets. The mirror image of the Runjian entry: Runjian keeps the token factory in Nanning and exports inference; ByteDance moves the factory to Brazil, but Brazil isn’t the customer.