Mexico Generative AI Chips Market Size and Forecast by Product Type, Node Type, Power & Cooling Envelope, and End-User Segment: 2019-2033

  Dec 2025   | Format: PDF DataSheet |   Pages: 110+ | Type: Niche Industry Report |    Authors: David Gomes (Senior Manager)  

 

Mexico Generative AI Chips Market Outlook

  • In 2024, the Mexico industry closed at USD 1.49 billion, in terms of market size.
  • Market trajectory studies signal that the Mexico Generative AI Chips Market is likely to generate revenue of USD 20.22 billion by 2033, with an expected CAGR of 27.9% over the projection period.
  • DataCube Research Report (Nov 2025): This analysis uses 2024 as the actual year, 2025 as the estimated year, and calculates CAGR for the 2025-2033 period.

Industry Assessment Overview

Industry Findings: Mexico’s strategic nearshoring trend is turning it into a regional assembly and module hub for AI hardware; manufacturing and logistics advantages are drawing contract manufacturing for boards and server assembly, while policy incentives in 2024–2025 encourage US-headquartered firms to place capacity there to cut lead times and tariffs, boosting demand for packaged accelerator modules rather than bare chips.

Industry Progression: Foxconn and other OEMs have escalated investments in Mexico’s northern states: Foxconn’s announced large-scale Nvidia-linked manufacturing facility (Oct-2024) and subsequent expansion plans (2024–2025) signal that module and systems assembly will scale locally; this shortens supply chains for North American hyperscalers and OEMs and raises Mexican integration capabilities for AI accelerators.

Industry Player Insights: Foxconn’s 2023–2024 alignment with NVIDIA manufacturing programs and Intel/Flex contract work continues to shift Mexico from primarily PCB assembly toward higher-value server and module production. This transition strengthens OEM-led procurement and elevates Mexico’s position as a nearshore manufacturing node for North American cloud and enterprise hardware.

*Research Methodology: This report is based on DataCube’s proprietary 3-stage forecasting model, combining primary research, secondary data triangulation, and expert validation. [Learn more]

Market Scope Framework

Product Type

  • GPUs
  • TPUs
  • ASICs
  • FPGAs
  • Neuromorphic Chip

Node Type

  • Standard Accelerator Nodes
  • High-Density Accelerator Nodes
  • Supernode Clusters

Power & Cooling Envelope

  • Envelope 1 ≤ 4 kW
  • Envelope 2 = 4–20 kW
  • Envelope 3 ≥ 20 kW

End-User Segment

  • Hyperscale Cloud Service Providers (CSPs)
  • Large-Scale Internet & AI-Native Companies
  • AI Hardware OEMs / System Integrators
  • Edge/Embedded Device Manufacturers
  • Automotive & Autonomous Systems Manufacturers
  • Semiconductor Manufacturers
  • Other
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