Demand
The US AI build-out
Microsoft, Amazon, Google, Meta and OpenAI's Stargate project are spending hundreds of billions on data centers, and the GPU racks inside them are increasingly assembled in Mexico.
“It turns out Nvidia's AI supercomputers are built in Mexico.”
Jensen Huang · CEO of Nvidia, to Economy Secretary Marcelo Ebrard at the G20, September 2026 ▶ Watch the clip on X · Translated from Spanish
Foxconn, a lead maker of Nvidia's GB200 servers, already assembles AI servers in Ciudad Juárez (Mexico News Daily) and is building the world's largest GB200 assembly plant in Guadalajara (Mexico News Daily). Mexico exported US$82.9B in computer servers in H1 2026, 93.9% of them to the US (S&P Global), and in Q2 2026 it supplied nearly 40% of all servers the US imported (Mexico News Daily).
Nuntius · Mexico report · November 2026
In 2026, computers and AI servers overtook cars as Mexico's biggest export for the first time in history. The northern border states build most of them, and 94% go straight to US data centers.
Made by Federico Charles
At a glance
All amounts on this page are in US dollars (USD). B = billion.
H1 2026 · INEGI / S&P Global
For three decades the auto industry was Mexico's export leader. In the first half of 2026, computer equipment, mostly AI servers, out-shipped vehicles and auto parts combined. The category grew 210.8% in 2025 and another 172% in 2026.
US$ billions · Jan–Jun 2026
The drivers
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Demand
Microsoft, Amazon, Google, Meta and OpenAI's Stargate project are spending hundreds of billions on data centers, and the GPU racks inside them are increasingly assembled in Mexico.
Supply
Foxconn, Inventec, Pegatron, Quanta, Wiwynn and Compal expanded in Juárez, Guadalajara and Monterrey, including a US$900M plant billed as the world's largest for Nvidia's GB200 racks. Imports from Taiwan rose 146%.
0.45% vs 10.5%
Under USMCA, Mexican-assembled electronics enter the US at a ~0.45% average tariff. Chinese equivalents pay ~10.5%. That gap made Mexico the #1 electronics supplier to the US in 2025.
Logistics
Servers are heavy, valuable and urgent. From Mexico they reach US data centers by truck in days, not weeks at sea from Asia.
INEGI · ETEF · Q2 2026
Seven states produce 73.5% of Mexico's exports. Chihuahua, essentially Ciudad Juárez, ships a quarter of everything, and together with Jalisco makes 81% of the country's electronics.
Tap a state on the map or a bar below
Chihuahua
25.1% of national exports · Q2 2026
AI servers and computers: 53.5% of Mexico's electronics exports. Foxconn builds HP and Dell PCs and AI servers in Ciudad Juárez; Inventec too. Also medical devices and aerospace structures.
Exports · Q2 2026 · US$ billions · change vs Q2 2025
Specialties: Chihuahua and Jalisco, AI servers and computers. Nuevo León, computers, server plants and electrical equipment. Baja California, TVs and medical devices. Tamaulipas, electronics and cabling. Coahuila and Guanajuato are mostly automotive, shown for contrast.
The catalog
Ranked roughly by sales value, with what each product is used for.
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01
$82.9B · H1 2026 · +172%
Train and run AI models in US data centers: Nvidia GB200 racks for Microsoft, Amazon, Google and OpenAI's Stargate.
Juárez · Guadalajara · Monterrey
02
Same export category as servers
Business and consumer PCs: HP and Dell built by Foxconn in Juárez, Lenovo in Apodaca.
Juárez · Apodaca
03
Part of $105.8B in AI hardware, Jan–May
The circuitry and wiring inside servers, data centers and vehicles.
Juárez · Tijuana · Reynosa · Monterrey
04
Phones alone ~$14.9B · 2024
Routers, LAN equipment and telecom systems that move data around.
Jalisco · Chihuahua · CDMX
05
~$10.7B · 2024
Mexico is the #1 TV supplier to the US: Samsung, LG, Hisense, TCL, Vizio.
Tijuana · Mexicali · Reynosa
06
Up to $19.3B · 2024
Syringes, catheters, surgical instruments and implants for US hospitals. Mexico is the #1 source of US device imports.
Tijuana · Mexicali · Juárez · Nogales
07
$13.6B · 2025 · 4th worldwide
Fuselage structures, engine components and interiors for Boeing, Airbus and Safran supply chains.
Chihuahua · BC · Sonora · Querétaro
08
1/3 of US large appliances
Power-distribution gear, increasingly for data centers, plus appliances and wiring harnesses.
Nuevo León · Tamaulipas · Chihuahua
The bottom line
Mexico has become the factory floor of America's AI build-out. That brings record exports and investment, but most of the value is still created elsewhere. The next few years decide whether Mexico only assembles the hardware or also supplies, powers and designs it.
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Growth
Computer equipment passed cars as Mexico's #1 export, and total exports are on track for a record US$835B in 2026.
Jobs
Computer-equipment plants added 26,004 jobs in the year to May 2026, reaching a record 410,095 workers. Real growth, but small next to an export surge of tens of billions, because the lines are highly automated.
Value
About 70% of the value of Mexico's tech exports is generated in other countries, mostly in chips from Taiwan. Every part made locally keeps more of that money in Mexico.
Trade rules
On July 1, 2026 the US declined to extend USMCA for 16 years. The treaty now goes through annual reviews, with validity guaranteed through 2036, so its terms can change every year.
Where the opportunity is
The best openings are in what the assembly plants need and still can't buy in Mexico.
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Racks, metal parts, cables, plastics and packaging. Mexico imported US$28.4B of server hardware from Taiwan in H1 2026 alone, more than in all of 2025. Every imported part is a contract a Mexican supplier could win.
About 70% of planned industrial parks in northern and central Mexico face delays connecting to the grid beyond 2026. Private generation, solar, storage and substations are in short supply.
CloudHQ is investing US$4.8B in six data centers in Querétaro. Building, cooling, powering and running them is a new market of its own.
About 40,000 industrial robots already work in Mexico, and the country imports roughly US$34B of automation technology a year. Integration, cobots and maintenance are wide open.
Computer-equipment plants employ a record 410,095 people, and technicians in mechatronics, testing and maintenance are scarce. Training academies and specialized staffing are businesses in themselves.
Plants, warehouses, customs and cross-border trucking around Juárez, Monterrey, Reynosa and Guadalajara. With 93.9% of servers headed to the US, speed at the border is worth money.
Design, program and maintain robotic cells. Every new plant needs them, and local capacity is scarce.
Thermal management, power distribution, racks and structured cabling. The buyers already operate in Juárez, Guadalajara and Monterrey.
Sell, lease and integrate collaborative robots. Adoption among SMEs is near zero, and cobots are the forecast growth segment.
Mechatronics academies and industrial-software bootcamps. Talent is the main constraint, and public programs subsidize training.
Maintenance contracts, machine-vision quality control and predictive software for the 40,000 robots already in the field.
Tailwinds: Plan México's accelerated tax deductions, Talento Mexicano training funds, IMMEX duty-free equipment imports, and Latin America's first humanoid-robot plant, announced in Nuevo León.
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