The AI Concentrates 27% of the Fixed Investment of the United States; Mexico Becomes Supplier of that Boom
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4 Articles
Mexico needs to attract investment to manufacture more components here and make better use of its network of 14 free trade agreements with 52 countries, which gives it preferential access to those markets. However, in August 85.79% of Mexican non-oil exports went to the US
The investment linked to artificial intelligence already represented about 27% of all fixed investment of the United States during the second quarter of 2026, according to an estimate of Oxford Economics, while Mexico became one of the main suppliers of the equipment that feeds that expansion. Mexican exports of computer servers reached 82.9 billion dollars [...] The post The AI concentrates 27% of the fixed investment of the United States; Mexi…
Mexico exported $82.9 billion in servers during the first half of 2026 and 93.9% of those shipments were destined for the United States, in an investment cycle that triggered Mexican imports from Taiwan and that Oxford Economics warns should soon translate into higher levels of productivity.
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