Guadalajara, Jalisco – Mexico’s advanced technology exports are experiencing remarkable growth as rising demand for artificial intelligence infrastructure in the United States strengthens the country’s role in the global technology supply chain. The surge has positioned technology products as Mexico’s leading export category to the U.S., reflecting the rapid expansion of AI-related industries on both sides of the border.
Between January and April 2026, Mexico exported more than $50 billion in computer equipment to the United States, nearly three times the value recorded during the same period in 2025, according to official trade data. During that timeframe, imports of similar products totaled just $2.23 billion, highlighting the sector’s substantial trade surplus.
Advanced technology products now account for more than 30 percent of Mexico’s exports to the United States, overtaking the automotive industry, which had long been the country’s largest export sector. The shift comes as automakers in Mexico continue adapting to tariffs introduced by the U.S. administration.
Diego Flores, head of Electronic and Digital Industries at Mexico’s Ministry of Economy, said the increase is being fueled largely by growing demand for infrastructure that supports artificial intelligence. One of the most sought-after products is specialized server racks that house the powerful processing cards used in AI systems. These components are essential for the expanding network of data centers being built in states such as Texas and Arizona.
Jalisco remains at the center of Mexico’s technology manufacturing industry. Often referred to as the country’s “Silicon Valley,” the state is home to a large concentration of electronics manufacturers, technology companies, and specialized suppliers that support global production.
Among the leading manufacturers is Foxconn, the Taiwanese electronics company that assembles AI server equipment in Mexico through its partnership with Nvidia, a global leader in AI processor design. In March, Foxconn announced investments totaling $137 million in two of its Mexican subsidiaries and projected that its AI-related production could double during 2026. Company CEO Michael Chiang also said Foxconn plans to increase its investment in Mexico by approximately 30 percent compared with 2025 to expand manufacturing capacity.
Flextronics is also experiencing strong demand. According to the Ministry of Economy, the company has expanded production by installing additional manufacturing lines in parking areas to keep pace with growing customer orders.
The rapid expansion of Mexico’s AI manufacturing sector comes as the United States seeks to strengthen its own technological leadership while reviewing trade policies under the United States-Mexico-Canada Agreement (USMCA). Negotiations aimed at updating the agreement began this week in Mexico City, with the U.S. administration seeking to reduce its trade deficit with Mexico and Canada.
Economists note that artificial intelligence presents a unique challenge for policymakers. While the United States continues working to expand domestic manufacturing, it also depends heavily on imports from Mexico to support the fast-growing AI industry.
William Jackson, an economist with Capital Economics, said U.S. officials will likely need to balance efforts to protect domestic industries with the goal of maintaining global leadership in artificial intelligence. He noted that additional tariffs on AI-related products could increase costs for the technological infrastructure needed to remain competitive, although the sector may also receive greater scrutiny because many of the components used in Mexico’s factories originate in China and Taiwan, two countries that remain central to U.S. trade and technology policy.
As demand for artificial intelligence continues to grow worldwide, Mexico’s expanding technology sector is reinforcing its position as a key manufacturing partner for North America’s next generation of digital infrastructure.
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