“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, which said in 2024 it would be first to mass-produce Nvidia's GB200 servers (Taiwan News), already assembles AI servers in Ciudad Juárez (Mexico News Daily). It also said in 2024 it was building the world's largest GB200 plant in Guadalajara (Mexico News Daily). Mexico exported US$82.9B of computer servers in H1 2026 by S&P Global's count, and 93.9% of its server exports went to the US in the 12 months to June (Expansión). In Q2 2026 it supplied nearly 40% of all servers the US imported (Mexico News Daily).
Nuntius · Mexico report · November 2026
Computers have passed new cars as Mexico's top export product. They took first place in 2025 (Banco Base), and servers alone reached US$82.9B in the first half of 2026 (Expansión), closing in on the US$92.3B of the whole automotive sector (INEGI). Border states lead computer exports (Banco Base), and 93.9% of Mexico's server exports go to the US (Expansión).
Made by Federico Charles
At a glance
All amounts on this page are in US dollars (USD). B = billion.
H1 2026 · S&P Global · INEGI
For about a decade, vehicles were Mexico's top export to the US (Milenio). In 2025, computer equipment passed new cars as the country's top export product (Banco Base). In the first half of 2026, servers alone beat vehicles and auto parts on one narrow count (Mexico Business News), but not INEGI's wider automotive total (INEGI). Server exports grew 210.8% in 2025 and another 172% in the 12 months to June 2026 (S&P Global; Excélsior).
US$ billions · Jan–Jun 2026
Servers: S&P Global (Expansión). Vehicles and parts: as reported by (Mexico Business News). All automotive: (INEGI). Counts differ by definition: Mexico News Daily puts servers sold to US AI data centers at more than US$60.4B for the same period (Mexico News Daily).
The drivers
Swipe
Demand
Amazon, Alphabet, Meta, Microsoft and SpaceX are forecast to spend US$803–828B on capital investment in 2026, not all of it on AI (Business Insider · HL). OpenAI's Stargate is a separate US$500B project (Epoch AI). In April 2025, Nvidia's enterprise director for Latin America said GB200 systems, mainly for Stargate, were already being produced in Mexico (Expansión).
Supply
Foxconn invested in Juárez (Mexico News Daily) and said in 2024 it was building the world's largest GB200 plant in Guadalajara (Mexico News Daily). Jalisco's governor put that investment near US$900M in 2025, and Foxconn declined to comment (Bloomberg Línea). Inventec (US$450M) (Mexico News Daily) and Pegatron (US$330M) (Cluster Industrial) have announced Juárez projects, Quanta announced a Nuevo León expansion (Expansión), and Wiwynn is adding capacity in Mexico (Taipei Times). Mexico's imports from Taiwan rose 146% in the 12 months to June 2026 (S&P Global; Expansión).
0.45% vs 10.5%
In 2025, Mexican computer equipment paid an average US tariff of 0.45%, largely thanks to USMCA, against 10.53% for Chinese equivalents (Banco Base). Mexico was the top computer supplier to the US that year, at US$89.9B (Opportimes), though Taiwan had retaken first place by March 2026 (Expansión). On AI servers alone, Mexico passed Taiwan in Q2 2026 (Mexico News Daily).
Logistics
Server racks cross the border by truck (Vanguardia). Tecma, a manufacturing-services firm, says cross-border trucking often takes two to five days, against 20 to 40 days by sea from Asia (Tecma).
INEGI · ETEF · Q2 2026
Seven states accounted for 73.5% of the exports INEGI attributes to states in Q2 2026 (INEGI). Chihuahua shipped a quarter of that, and Ciudad Juárez is its top exporting municipality (DataMéxico). Together with Jalisco, it made 81% of national electronics exports (INEGI).
Tap a state on the map or a bar below
Chihuahua
25.1% of state-level exports · Q2 2026 (INEGI)
Electronics, led by computers and servers: 53.5% of national electronics exports (INEGI). Foxconn builds AI servers in Ciudad Juárez (Mexico News Daily) and has made computers for HP and Dell there (Mexico News Daily); Inventec plans a US$450M expansion (Mexico News Daily). Also the #2 state in medical instruments (DataMéxico) and an aerospace machining and subassembly cluster (trade.gov).
Exports · Q2 2026 · US$ billions · change vs Q2 2025
Specialties: Chihuahua and Jalisco, AI servers and computers. Nuevo León, computers, servers and electrical equipment. Baja California, TVs and medical devices. Tamaulipas, electronics and wire harnesses. Coahuila and Guanajuato are mostly automotive, shown for contrast. Sources for each state appear when you select it.
The catalog
The main export lines, with what each product is used for.
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01
$82.9B · H1 2026 · all computer servers (Expansión)
Up 172% in the 12 months to June, a surge driven by AI demand (Excélsior). Output includes Nvidia GB200 systems (Expansión). Foxconn makes AI servers in Juárez (Mexico News Daily) and announced a Guadalajara plant in 2024 (Mexico News Daily); Quanta operates in Monterrey (Expansión).
Juárez · Guadalajara · Monterrey
02
Heading 8471 · $85.4B · 2025 (Banco Base)
Business and consumer PCs, in a heading that also covers server processing units (Excélsior). Foxconn makes computers for HP and Dell in Juárez (Mexico News Daily), and Lenovo builds them in Apodaca (Expansión).
Juárez · Apodaca
03
Part of $105.8B in AI infrastructure, Jan–May (Milenio)
The circuitry and wiring used across electronics. Boards are assembled in Juárez (NEOTech) and Reynosa (Kimball Electronics), mostly for medical, automotive and industrial clients at those plants, and Juárez exports cable (DataMéxico). More than 95% of the boards used in Chihuahua are imported (ITSitio).
Juárez · Reynosa
04
~$14.9B · 2024 (DataMéxico)
Telephones, routers and wireless network gear (HS 8517). Jalisco leads, followed by Chihuahua and Nuevo León, in Q3 2026 sales (DataMéxico).
Jalisco · Chihuahua · Nuevo León
05
~$10.7B · 2024 (DataMéxico)
Mexico is the #1 TV supplier to the US (Omdia), with a record 85% of shipments in December 2025 (Omdia). Samsung builds in Tijuana (Korea JoongAng Daily), Hisense in Rosarito (El Imparcial) and LG in Reynosa (Mexico Industry).
Tijuana · Rosarito · Reynosa
06
~$14B · 2024 · HS 9018 (DataMéxico)
Surgical and medical instruments, sold mostly to the US (DataMéxico). Mexico is the largest foreign supplier of medical devices to the US (CCE).
Baja California · Chihuahua · Tamaulipas · Sonora
07
~$13.6B · 2025 estimate · 4th exporter (Expansión)
Mexico has an estimated 26 Boeing and 36 Airbus suppliers, in clusters across Baja California, Sonora, Chihuahua and Querétaro (trade.gov). Safran has 20 sites here (Mexico Industry).
Chihuahua · BC · Sonora · Querétaro
08
$9.5B · Q2 2026 · electrical equipment (INEGI)
Electrical gear, with data centers a growing market: Schneider in Querétaro (Mexico News Daily) and Vertiv in Reynosa (Mexico News Daily). Appliances come from Nuevo León (Mexico Industry) and Juárez (LexLatin).
Querétaro · Nuevo León · Reynosa · Juárez
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.
Swipe
Growth
Computer equipment passed new cars as Mexico's top export product in 2025 (Banco Base), and total exports are on track for a record US$835B in 2026 (ECLAC · El CEO).
Jobs
Electronics plants in the IMMEX program, a category that includes computers, communications and measuring equipment, added 26,004 jobs in the year to May 2026, reaching a record 410,095 workers (INEGI · El CEO). On a separate count, computer-equipment jobs rose 3.84% in 2025 while exports rose 144.81% (Banco Base). Reporting points to highly automated plants (Vanguardia); Banco Base points to plants near capacity and an assembly role (Banco Base).
Value
About 70.7% of the value of Mexico's tech and electronics exports is generated abroad, according to UNCTAD (Expansión). Taiwan is the largest source of the industry's imported inputs, at 44.1%, mainly parts, processors and memory (Expansión). Every part made locally could keep more of that money in Mexico.
Trade rules
On July 1, 2026, Economy Secretary Marcelo Ebrard said the US was not in a position to extend USMCA for 16 years. The treaty moves to annual reviews, with validity guaranteed through 2036 (Infobae).
Where the opportunity is
The best openings are in what the assembly plants need and still can't buy in Mexico.
Swipe
Mexico imported US$28.4B of servers from Taiwan in H1 2026 alone, more than the US$15.1B of all 2025 (S&P Global; Expansión). Chips are likely to stay imported, but the racks, metalwork, cables and packaging around them are contracts a Mexican supplier could win.
Mexico Energy Partners, a consultancy that advises on these fixes, estimates that close to 70% of the 103 industrial parks under construction (Expansión) won't reach full contracted power before 2028 (Mexico Energy Partners). With transmission lines near capacity (Amperon), parks can turn to their own substations and on-site generation or storage (Mexico Energy Partners).
CloudHQ is investing US$4.8B in six data centers in Querétaro (Mexico News Daily). Building, cooling, powering and running them is a new market of its own.
About 40,000 industrial robots already work in Mexico, and the advanced-manufacturing sector imports roughly US$34B a year (trade.gov). We see openings in integration, cobots and maintenance.
IMMEX electronics plants employ a record 410,095 people (INEGI · El CEO). In Nuevo León, business groups report more than 40,000 unfilled technical jobs, including mechatronics and maintenance (ADN40). We see room for training academies and specialized staffing.
Plants, warehouses, customs and cross-border trucking. At least 71% of 2025 computer exports came from border states (our sum), and 67% went to Texas (Banco Base). With 93.9% of server exports headed to the US (Expansión), speed at the border matters.
Design, program and maintain robotic cells. Mexico installed 5,868 industrial robots in 2023 (trade.gov).
Thermal management, power distribution, racks and structured cabling. The buyers already operate in Juárez (Mexico News Daily) and Monterrey (Expansión), and Foxconn announced a Guadalajara plant in 2024 (Mexico News Daily).
Sell, lease and integrate collaborative robots, which are expected to see higher demand over the next five years (trade.gov).
Mechatronics academies and industrial-software bootcamps. Nuevo León's business groups report more than 40,000 unfilled technical jobs (ADN40), and the Talento Mexicano initiative aims to expand training in automation and robotics (trade.gov).
Maintenance contracts, machine-vision quality control and predictive software for the estimated 40,000 robots already in use (trade.gov).
Tailwinds: Plan México's immediate deduction on fixed assets and its training incentives (Cuatrecasas), temporary imports of machinery under IMMEX (Garrigues), and a humanoid-robot project announced for Nuevo León in February 2026, Reflex Robotics' first Latin American site (El Universal).
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