Energy · Mexico · Digital Infrastructure

— Key Facts

—The bet. Mexico is racing to host the computer warehouses that power artificial intelligence, with investment pledges that the local industry puts as high as $82.5 billion by 2030.

—The official number. Energy ministry Sener counts about $18 billion of direct spending over five years, equal to roughly 5% of the country’s yearly output.

—The power need. Sener projects 1,500 megawatts of new electricity demand from data centers by 2030, about 2.86% of the grid’s current peak.