TIM Brasil Teams Up With Oracle and V8.Tech to Sell Cloud and AI to Businesses
TIM Brasil is launching a digital services platform for corporate customers this week, built with Oracle and V8.Tech, the IT services firm it acquired in 2025, Valor International reported on October 21. The offer, centred on cloud computing and artificial intelligence, is the carrier’s latest attempt to find growth outside a consumer mobile market where competition remains fierce.
The numbers explain the push. In the 12 months to June, TIM’s B2B service revenue rose 16.6% year on year to R$1.74 billion, but that was still only 6.6% of total service revenue. Fabio Costa, the operator’s vice president of B2B, told Valor that growth for telecom companies is now coming from the corporate side, and that it makes no sense for carriers to compete head-on with the hyperscalers, which TIM itself relies on for centralised computing.
Instead, TIM plans to lean on its national footprint. Costa said the company focuses on edge computing and smaller data centres closer to users, where it can run a small language model tailored to a single customer, such as an agribusiness company. Rodrigo Xavier, founder and co-CEO of V8.Tech, said the TIM Cloud AI offer can be adapted to companies of any size, while Diuliana França, V8.Tech’s executive director of portfolio, said contract prices stay fixed in reais for the full term, wherever the customer chooses to store its data.
What it means in practice
Brazil’s carriers are converging on the same playbook. Claro signed a data and AI agreement with Nvidia in February, and Vivo resells Microsoft, Google and Amazon services while its venture arm keeps buying into local AI, as in Vivo Ventures’ stake in Inner AI. Hyperscalers are expanding directly too, as seen in Google Cloud’s Brazil expansion with Gemini Enterprise. The pitch to small and midsize firms matters because, as the MIT SMR–TOTVS study showed, many companies use AI without making it central to the business.
XP analyst Bernardo Guttmann said such partnerships let operators sell cloud, cybersecurity, AI and IT management through existing sales channels without heavy capital spending. He cautioned, though, that they do not necessarily lift margins: much depends on the commercial model and on how much of the revenue the operator keeps.
What to watch: whether the B2B share of TIM’s service revenue climbs meaningfully above 6.6%, how many edge sites end up running customer-specific small models, and whether pricing fixed in reais wins clients away from dollar-linked cloud contracts.