TIM Brasil联合Oracle推出云与AI平台，B2B收入占比仅6.6%

(From left) Rodrigo Xavier, Diuliana Franca, and Fabio Costa Nilani Goettems/Valor Amid fierce competition in Brazil’s consumer telecom market, TIM Brasil is turning to corporate customers for growth. The carrier is partnering with Oracle and V8.Tech, acquired by TIM in 2025, to launch a digital services platform this week focused on cloud computing and artificial intelligence. In the 12 months through June, TIM Brasil’s B2B service revenue rose 16.6% year over year, to R$1.74 billion, but still accounted for just 6.6% of total service revenue. Vivo plans to accelerate sale of copper cables and real estate The challenge is knowing when to reach consumers NuCel mobile service reaches 1 million customers “The consumer market is extremely competitive, and that is a reality we have to deal with. What we are looking for is new drivers of revenue growth. And that growth is naturally coming from B2B, not just at TIM but across the telecommunications industry,” said Fabio Costa, TIM Brasil’s vice president of B2B. As telecom operators look for new revenue opportunities, partnerships with major technology companies have become increasingly common. In February, Claro announced an agreement with Nvidia covering data processing and AI. Vivo, meanwhile, offers Microsoft, Google, and Amazon products and services to corporate customers. “It doesn’t make sense for telecom operators to compete with the major cloud providers, the so-called hyperscalers. We are their customers ourselves. We depend on them as suppliers for our centralized computing infrastructure,” Costa said. Bernardo Guttmann, chief analyst covering technology, media and telecommunications at XP, said ties between telecom operators and Big Tech companies have been growing closer. “By partnering with companies such as Microsoft, Google, Oracle, and Amazon, operators can significantly expand their portfolios without necessarily having to develop the technology themselves or commit capital expenditure [capex],” he said. In Guttmann’s view, the partnerships are designed to help telecom operators capture a larger share of their corporate customers’ technology budgets. “Instead of selling only connectivity, they can also offer cloud computing, cybersecurity, artificial intelligence and IT management services. They are trying to leverage their existing sales channels and established relationships with customers,” he said. For major technology companies, the main advantage is gaining access to customers through telecom operators’ distribution networks, Guttmann said. This arrangement can be particularly useful for small and midsize businesses, which often lack a dedicated IT department and can purchase connectivity and IT services through a single provider. Costa points to TIM Brasil’s extensive commercial reach and operating footprint as a competitive advantage. “Hyperscalers are naturally concentrated in large data centers and large language models [LLMs]. We, by contrast, focus on edge computing and smaller data centers,” TIM Brasil’s vice president of B2B said. Edge computing takes place in so-called edge data centers, smaller facilities located at the “edge” of a network, closer to end users. Unlike large centralized data centers, this decentralized architecture can reduce response times, or latency, when customers access services such as video streaming. At these smaller data centers, TIM Brasil can run a small language model (SLM) tailored to the specific needs of a business, such as an agribusiness company, Costa said. The carrier’s strategy for expanding sales of its TIM Cloud AI platform is to serve companies of all sizes. “This offering can be adapted to customers of any size,” said Rodrigo Xavier, founder and co-CEO of V8.Tech, which focuses on the B2B market. Another area in which TIM aims to distinguish itself from competitors is the financial predictability of its contracts. “We keep prices fixed in reais throughout the contract, regardless of whether the customer is operating in Brazil or in any other region where it chooses to store its data and run its operations,” said Diuliana França, V8.Tech’s executive director of portfolio. While Guttmann acknowledged that diversifying revenue streams could drive growth for telecom operators, he cautioned against confusing the strategic potential of partnerships with Big Tech with their actual financial impact. “These partnerships do not necessarily mean higher margins. A great deal depends on the commercial model, how much value the operator can actually add, and how much of the revenue it ultimately retains,” he said.