# Mexico digital infrastructure and AI manufacturing expansion

> Live situation record from CLSTR: https://clstr.news/situations/mexico-digital-infrastructure-and-data-center-expansion
> Updated: 2026-09-02T17:45:00.000Z. Sources: 21. Developments: 4.

Mexico is rapidly emerging as a critical global hub for artificial intelligence (AI) infrastructure and technology investment. Driven by demand for cloud services, data center investments are projected to exceed USD 13 billion. Querétaro remains the national epicenter, accounting for 65% of installed capacity. KIO Data Centers is advancing this growth with a $1.3 billion USD expansion for its 100 MW QRO3 project in Querétaro, which is expected to create over 8,100 specialized jobs. Additionally, KIO plans to invest over $200 million USD in 2026 across Mexico City, Monterrey, and Querétaro.

The country is also strengthening its position in the AI manufacturing chain. Nvidia CEO Jensen Huang confirmed that the company’s AI supercomputers are manufactured in Mexico, with servers and supercomputers assembled in the Guadalajara metropolitan area by Foxconn. This aligns with reports of a 148% growth in technology exports, driven by the assembly of computing cards and servers. As of June 2026, annual server exports had increased 172.1%, nearly rivaling the automotive sector in total value.

On the policy and venture capital fronts, Mexico raised $901.8 million USD in venture capital in the first half of 2026, led by fintech, insurtech, and AI. While a federal AI law is pending in the Senate, Mexico and Spain have signed a Memorandum of Understanding to cooperate on digital transformation and cybersecurity. Furthermore, the National Digital Alliance has been introduced to unify technological development between the public and private sectors, alongside domestic projects like the Coatlicue supercomputer, intended to be the most powerful in Latin America.

## Claims

- Nvidia's AI supercomputers are manufactured in Mexico. (disputed by 5 sources)
- Jensen Huang and Marcelo Ebrard agreed to organize a visit by the Nvidia CEO to Mexico to advance AI development. (corroborated by 4 sources)
- The Mexican government is developing the Coatlicue supercomputer for AI and data analysis. (corroborated by 2 sources)
- Mexico's technology exports grew 148% in the last year, exceeding $163 billion. (single source)
- Mexico and Spain signed a Memorandum of Understanding to cooperate on digital transformation, AI, and cybersecurity. (single source)
- New patent grants in Mexico increased by nearly 50% between 2024 and 2025. (single source)
- Senators and the Business Coordinating Council presented the National Digital Alliance to promote technological innovation. (single source)

## Timeline

### 2026-09-02: Nvidia CEO confirms AI supercomputers are manufactured in Mexico

Nvidia CEO Jensen Huang announced that AI supercomputers are being manufactured in Mexico, specifically in Guadalajara, as the country sees a 148% surge in technology exports.

9 sources. https://clstr.news/cluster/nvidia-ceo-and-mexico-economy-secretary-discuss-ai-manufacturing

### 2026-08-17: Mexico emerges as a critical global hub for AI infrastructure and investment

Mexico is transforming into a global AI infrastructure hub, driven by massive data center investments, a surge in server exports to the US, and rising venture capital in AI and fintech sectors.

6 sources. https://clstr.news/cluster/mexico-emerges-as-ai-infrastructure-and-venture-capital-hub

### 2026-08-13: KIO Data Centers announces $1.3 billion expansion in Mexico

KIO Data Centers plans to invest up to $1.3 billion USD in Mexico, focusing on a massive new data center in Querétaro to support cloud computing and AI, potentially creating over 8,100 jobs.

8 sources. https://clstr.news/cluster/kio-data-centers-announces-13-billion-expansion-in-mexico

### 2026-07-27: Mexico's Data Center Investment Surge Drives AI Infrastructure Growth

AI demand after ChatGPT's launch is prompting a USD 7 billion data‑center investment boom in Mexico, led by Querétaro's 450% YoY capacity rise to 298 MW and terabit‑scale network upgrades.

3 sources. https://clstr.news/cluster/mexicos-data-center-investment-surge-drives-ai-infrastructure-growth

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Cite as: Mexico digital infrastructure and AI manufacturing expansion. CLSTR, https://clstr.news/situations/mexico-digital-infrastructure-and-data-center-expansion
