2027 programAI data center campusesMexico

Power-readyMexico.

We know where the megawatts are, and which sites can take an AI campus. Land, power, permits, government and local capital, delivered through one counterparty. You bring the compute.

Land & titlePower & interconnectionPrivate gridsPermitsGovernment affairsLocal capitalDemand

01 · The market

Demand is here. Power is the bottleneck.

Mexico's data center capacity has to grow several times over this decade. The constraint isn't land or construction; it's power that can actually be connected, on a schedule a campus can live with.

Running today279 MW
Needed by 20301,482 MW

MEXDC, Mexican data center association, Apr 2026.

0×

Possible growth in data center power demand by 2031.

Banamex via BNamericas, Oct 2026

$0.0B

Of data center build-out projected in Mexico for 2026–2031.

Banamex via BNamericas, Oct 2026

0%

Of industry leaders name power access as a major obstacle to delivery.

Turner & Townsend DCCI 2026–27

0%

Wait more than a year for a grid connection.

Turner & Townsend DCCI 2026–27

02 · Why Mexico, why now

Policy, power prices and proximity line up.

Mexico's national AI plan invites private data centers, the electricity law keeps private generation open, and the country sits next to US demand inside USMCA.

POLICY

A national AI plan

The 2026 National AI Plan positions the State as an investment facilitator, with a strategic-infrastructure pillar and room for private campuses alongside the federal cloud.

POWER

Private grids are the path

The 2025 Electricity Law keeps private generation open. Transmission stays with CFE, so private substations and on-site power are how campuses move faster.

INCENTIVES

Plan México

Immediate deduction of new fixed assets through September 2030, plus state incentive packages for strategic investment.

PRICE

USD 34–35 / MWh

Wholesale prices across tracked Nuevo León nodes sit within about 3% of each other; pick the site for capacity and timing, not price.

CENACE day-ahead local marginal prices, Nov 2025–Oct 2026.

JURISDICTION

USMCA, next door

Next to US demand, with record US natural gas flowing into the Northeast and a deep nearshoring base.

COST

Cost is not the bottleneck

Speed to power is what clients pay for. AI-ready sites add only around 10% to build cost.

Turner & Townsend DCCI 2026–27.

03 · Time to power

Build in parallel, not in sequence.

On the utility route, transmission works wait for the studies, and then for the budget. With a private grid, the line and substation are built while the studies run.

Both routes still need a CENACE study and a node with headroom. Schematic, not to scale.

Utility route
Grid studies
Utility works · up to 25 mo
Private grid
Grid studies
Parallel build
FASTER

Built on the campus schedule, not the utility budget.

SIZED FOR YOU

Dedicated, redundant capacity of 100–1,000+ MVA, added in phases.

FUNDED

Grid developers and family offices fund a 30-year asset.

04 · What we deliver

Everything between the grid and your racks.

HAFGrowX and our in-region alliance take on everything local and physical. Compute operators keep everything compute and customer: campus design, GPUs, operations and offtake.

01

Site intelligence

Every substation scored on headroom, not just proximity, with gas, water and fibre layered in.

02

Land & title

Assembly, title and tenure diligence, options and leases, clean closing before capital goes in.

03

Power & interconnection

CENACE studies, private substations, gas-fired bridge power and BESS where needed.

04

Water & fibre

Concessions, treated wastewater, closed-loop cooling; diverse carrier-neutral routes to the US border.

05

Permits & government

Zoning, environmental and building permits; federal and state coordination from day one, on the record.

06

GPU import & compliance

IMMEX temporary import, customs and a US export-control file for each shipment.

07

Construction

Local general contractors building to data center standards: TIA-942, Uptime Tier, EN 50600, BICSI 002, NOM-001-SEDE.

08

Local capital & incentives

Mexican banks, funds, CKD and FIBRA E structures; state packages and Plan México.

05 · Where the power is

Today's hub is not where the power is.

Central Mexico's established hub is grid-saturated. We screen three corridors where connectable capacity exists, and deliver 3–5 site packs in your format.

CORRIDOR 01

Monterrey metro

400 kV corridor, private substations and Mexico's deepest industrial base.

CORRIDOR 02

Northeast border

Large existing generation at 400 kV nodes; trust structures for border-zone ownership.

CORRIDOR 03

Bajío, beyond the hub

Gas-fired isolated supply across Guanajuato and San Luis Potosí.

SCREEN

National grid

Every substation in the country mapped.

FILTER

High voltage

Nodes at 220 kV and above.

SCORE

Headroom

Will it energize on time? Gas within reach?

QUALIFY

Land

Clean title, zoning, water, fibre.

DELIVER

3–5 site packs

Criteria set with you.

06 · De-risking

Local risks we take off the table.

Waiting years for the grid

Sites with headroom, private substations and gas-fired bridge power.

Ejido land and messy title

Title and tenure diligence, regularization and a clean closing before capital goes in.

Water stress

CONAGUA concessions, treated wastewater and closed-loop cooling by design.

Foreign ownership near the border

Bank trust structures that let a foreign owner hold land in the restricted zone.

Importing GPUs and export controls

IMMEX temporary import, customs brokers and a US export-control file per shipment. Since May 31, 2026, US rules require a licence for advanced compute to China-headquartered entities; GPU owners and end uses are screened for eligibility. Not legal advice.

07 · Built to be financed

A transparent structure is a faster structure.

It is what lets US and Mexican banks and family offices say yes.

01

Disclosed ownership

Every shareholder and beneficial owner declared to authorities and lenders.

02

Export-control ready

Segregated halls and ring-fenced vehicles where tenants require it.

03

Multivendor by design

Change GPU vendor or add tenants without touching the campus.

04

Data residency

Data kept in Mexico, with Tier III and ISO 27001 paths for your customers.

08 · Partnership models

Four ways to work together.

Models can combine: a Mexico platform whose first site is a powered campus. Final structure is set in a term sheet.

Recommended01

Powered campus

The campus is developed and owned locally; you lease capacity for 10–15 years and run the compute.

• Capital goes only to GPUs

02

Joint development

We develop; you or your investors own the campus, with site and power rights contributed in kind.

• Full ownership

03

Mexico platform

A joint holding with one SPV per site, economics set by who originates each opportunity.

• A pipeline, not one site

04

Development services

Land, power, permits and government affairs delivered as a milestone-based service.

• Speed with no partner in the asset

09 · Beyond the site

We bring demand, not just sites.

Through HAFGrowX's enterprise AI practice and our government relationships, operators reach the customers that underwrite a first block.

Introductions and access, not committed offtake. Every government meeting is on the record; no fee depends on an official's decision.

SOVEREIGN & PUBLIC
  • Federal agencies and Plan México programs
  • State-owned energy and infrastructure
  • State governments and development banks
ENTERPRISE
  • Northeast industrial groups
  • Nearshoring manufacturers
  • Banks and insurers needing local data
PARALLEL BUSINESSES
AI industrial parksPowered shells & colocationSovereign computeEdge AI for smart citiesMexico → Latin America

10 · How a program starts

From first call to first phase.

Start where power is ready, then scale. A small first phase fits a node with reserved headroom; long-lead switchgear is ordered early.

WEEKS 0–2

NDA & brief

Mutual NDA and non-circumvention. Your MW, density, cooling and timing.

WEEKS 2–6

Site screen

Corridor screen and 3–5 site packs in your format.

WEEKS 6–10

Term sheet

Partnership model, phasing and capital stack agreed.

THEN

Phase 1

Studies, interconnection and campus build in parallel.

AI Campuses 2027

You bring the compute. We bring Mexico.

Tell us your target capacity and timing. Site data is shared under NDA and non-circumvention.

Market figures are from the public sources cited and are indicative. Site, capacity and partner information is shared only under NDA. Nothing on this page is an offer or legal advice.