Energy for manufacturing and AI data centers in Mexico
Mexico has the land, the labor and the trade agreement. What it is short of is connected power. I am advising an energy infrastructure company that rents generation to data centers and manufacturers there, and these pieces are what I am learning: how long a grid connection really takes, what the hyperscalers are doing instead of waiting, and where rented power changes the math.
Articles
- Why power, not labor, is the constraint on nearshoring and AI data centers in Mexico
Querétaro holds 72% of Mexico's 279 MW of data center capacity and projects wait two years for a grid connection. Why rented power is the bridge, with sources.