SOLVING POWER AND WATER ISSUES: MEXICO’S GEOTHERMAL PLAY

Leonardo Beltrán

As artificial intelligence accelerates across industries, the global race to build hyperscale and AI-ready data centers has dramatically intensified. Governments and investors are competing for the digital infrastructure that will underpin the next decade of economic growth. Countries that secure reliable, clean, and competitive power for these data centers will lead the emerging AI economy. Those that do not will struggle to capture its value.

Mexico should be a natural contender. Its geographic proximity to the United States, robust fiber backbones, deep pools of engineering talent, and growing cloud economy position the country as an attractive location for hyperscalers and digital infrastructure developers. Yet, Mexico faces two structural challenges that could slow or even deter investment if not addressed: the dominance of the state-owned enterprise in the electricity sector and the worsening crisis of water scarcity. Paradoxically, these very constraints illuminate a path forward, one that could turn Mexico into a global reference for sustainable data center development.

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