Overview
- MEXDC says Mexico runs about 279 MW of data‑center capacity today with roughly 205 MW under construction, while the industry targets about 1,500 MW by 2030.
- The trade group reports slow grid hookups as the main brake, leaving finished facilities idle until the national utility and grid operator release firm power.
- Developers are paying for fixes, with about $340 million funding new high‑voltage substations and transmission upgrades in the Bajío that will later transfer to the national grid.
- CloudHQ plans a $4.8 billion campus in Querétaro that includes a private 900 MW substation designed for cloud and AI loads.
- Global shortages of memory used in AI servers are raising costs and delaying gear, with Reuters reporting supply could stay tight into 2027.