Mexico: riding the US data centre boom

Mexico’s exports of AI-related products to the US have surged and now rival its key auto exports. While there may be a degree of tariff front-running at play, the boom in US data centre investment appears to be more important. This will help to cushion the blow to Mexico’s economy from other headwinds, including tariffs on non-USMCA goods, softer wage growth and fiscal tightening.

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