CI&T's Strategic Position in the Generative AI Ecosystem and Global Market Expansion

The generative AI (GenAI) revolution is reshaping industries, and CI&T (NYSE: CINT) has positioned itself at the intersection of this transformation through its strategic partnership with Amazon Web Services (AWS). As one of only 19 global partners in the AWS Generative AI Partner Innovation Alliance—making it the first Brazilian organization to join this elite group—CI&T is leveraging AWS's cutting-edge tools like Amazon Bedrock and Nova to accelerate its AI-driven enterprise solutions. This alliance is not just a milestone but a catalyst for long-term growth, enabling CI&T to scale GenAI adoption across sectors while addressing the urgent demand for scalable, secure, and industry-specific AI applications.

The AWS Partnership: A Strategic Inflection Point

CI&T's inclusion in the AWS Generative AI Innovation Center (GenAIIC) grants it privileged access to AWS's technical expertise, global business opportunities, and direct collaboration with AWS leadership. This partnership is critical in a market where generative AI is projected to grow at a 37.6% CAGR, reaching $109.37 billion by 2030. By integrating AWS's infrastructure—such as Lambda, SageMaker, and EKS—CI&T has built a robust foundation for delivering enterprise-grade AI solutions. For example, its AI-powered grading system for Ânima Educação processes 5 million questions monthly, reducing costs while enhancing educational outcomes. Similarly, the AI Lab Mixer for BASF demonstrates how GenAI can revolutionize R&D workflows, enabling real-time co-creation of product concepts.

The AWS partnership also amplifies CI&T's technical capabilities. With over 300 AWS-certified professionals and designations like AWS Well-Architected Partner, the company is uniquely positioned to address the infrastructure, governance, and scalability challenges that enterprises face when adopting GenAI. This alignment with AWS's innovation roadmap ensures CI&T remains at the forefront of emerging trends, such as agentic AI and edge-based solutions, which are expected to redefine enterprise workflows in 2025 and beyond.

CI&T FLOW: The Engine of Productivity and Scalability

Central to CI&T's AI strategy is its proprietary platform, CI&T FLOW, which has become a cornerstone of its operations. With 7,000 employees using the platform daily and over 3,000 AI agents deployed, FLOW has doubled software development productivity and enabled the automation of complex business processes. The platform's impact is evident in CI&T's financials: a 13.7% year-over-year growth in constant currency for its CNG metric and a 30% increase in the sales pipeline, driven by AI-driven solutions.

FLOW's success lies in its ability to democratize AI within the organization. By embedding AI tools into everyday workflows, CI&T has achieved 85% employee adoption of AI, a testament to its reskilling initiatives. The NextGen program, which trains AI-native coders, ensures a pipeline of talent aligned with the rapid evolution of GenAI. This focus on workforce development is critical in an industry where talent scarcity remains a barrier to adoption.

Verticalized AI and Global Expansion

CI&T's strategy extends beyond infrastructure to vertical-specific solutions, targeting industries like financial services, customer experience, and consumer goods. For instance, its AI-driven customer experience platforms help enterprises personalize interactions at scale, while its legacy system modernization tools enable seamless integration of GenAI into existing workflows. This verticalization approach differentiates CI&T from generic AI providers, as it addresses the unique pain points of each sector.

Geographically, CI&T is expanding its footprint through a targeted M&A strategy, focusing on U.S.-based companies with strong client relationships and AI capabilities. This approach aligns with the global shift in AI investment, where the U.S. leads in private funding ($109.1 billion in 2024) and model development (40 notable AI models in 2024). By acquiring firms with domain expertise, CI&T can accelerate its entry into high-growth markets and strengthen its competitive edge.

Market Dynamics and Investment Implications

The generative AI market is not only growing but also becoming increasingly competitive. While U.S. models dominate in performance, Chinese models are closing the gap rapidly, and emerging markets like Latin America and Southeast Asia are gaining traction. Governments are also stepping in, with 59 AI-related regulations introduced in the U.S. in 2024 alone. This regulatory environment underscores the importance of partners like AWS, which provide compliance-ready infrastructure and governance frameworks.

For investors, CI&T's strategic alignment with AWS and its focus on verticalized AI present a compelling case. The company's financials—reaffirmed revenue growth guidance of 9%–15% and an adjusted EBITDA margin of 18%–20%—reflect its ability to monetize AI adoption. Moreover, its exploration of performance-based commercial models could unlock higher margins as the market matures.

Conclusion: A Long-Term Play on AI-Driven Transformation

CI&T's partnership with AWS is more than a technical collaboration—it is a strategic bet on the future of enterprise AI. By combining AWS's infrastructure with its own AI platform, verticalized solutions, and talent development programs, CI&T is addressing the full spectrum of GenAI adoption challenges. As the market evolves, its focus on responsible AI, scalability, and industry-specific innovation positions it to capture a significant share of the $109.37 billion GenAI market by 2030.

For investors seeking exposure to the AI revolution, CI&T offers a balanced mix of growth potential and operational discipline. Its ability to translate AI into tangible business outcomes—whether through grading systems, virtual labs, or customer experience platforms—demonstrates a clear value proposition. In a world where AI is no longer a luxury but a necessity, CI&T's strategic positioning makes it a standout player in the generative AI ecosystem.