MARCOS ARAUJO
MARCOS ARAUJO
Marcos Araujo builds the power infrastructure — solar generation, storage, and grid-ready capacity — that determines the ceiling of what artificial intelligence can become.
For a decade, progress in artificial intelligence has been measured in parameters, tokens, and training runs. But every one of those numbers converts, eventually, into a number few people in the industry like to talk about: watts.
Training frontier models and running them at global scale requires electricity at a rate that data centers were never built for. Industry estimates suggest global data-center electricity demand could more than double this decade, with AI as the primary driver. Grid interconnection queues in major markets already stretch years. Permitting a new gas or nuclear plant takes longer still.
The next constraint on artificial intelligence won't be a better algorithm. It will be a place to plug it in.
Solar and storage are the only generation technologies that can be sited, permitted, and brought online fast enough to meet that curve. Whoever solves the energy side of this equation doesn't just support the AI industry — they set its pace.
Marcos develops utility-scale solar and battery storage assets, structured as long-term power purchase agreements with data center operators and hyperscalers — firm, dedicated capacity built for the load profile AI demands, not the intermittent grid power everything else runs on.
Solar farms sited and developed at industrial scale — hundreds of megawatts, not rooftops — the fastest generation to permit and build today.
Industrial battery energy storage systems that convert intermittent solar into firm, dispatchable power available around the clock.
Long-term power purchase agreements delivering compute-ready capacity direct to data center operators and hyperscalers.
I've spent my career at the intersection of two industries that, until recently, rarely spoke to each other: energy and computing. I believe that intersection is about to become the most important real estate in the economy.
Every serious conversation about the future of artificial intelligence eventually runs into the same wall — power. Not compute, not talent, not capital. Power. I started building in solar infrastructure because it's the fastest, most scalable answer available today, and because I intend to be the person the industry turns to when that wall gets hit.
My work is based in Miami and reaches across the U.S. energy and AI infrastructure markets — from utility-scale solar developers to the operators building the next generation of compute capacity.
— Marcos Araujo
Open to conversations on solar infrastructure partnerships, investment, and speaking engagements on the energy constraints of artificial intelligence.