For the past several years, Mexico’s economic agenda has been shaped by one dominant theme: nearshoring. As companies seek to strengthen North American supply chains, Mexico has attracted billions of dollars in manufacturing investment and reinforced its position as a strategic industrial hub.
At the same time, another structural shift is gaining momentum.
Artificial intelligence is rapidly becoming a defining force in global competitiveness, driving productivity gains, automation, and new business models across industries. Yet, beneath the excitement surrounding AI lies a less visible reality: every AI application ultimately depends on energy.
The conversation around AI is often centered on models, chips, and computing capacity. Increasingly, however, the limiting factor may be access to reliable electricity.
According to the International Energy Agency (IEA), electricity consumption…
