With Trump, software manufacturing is not in danger, but electrical manufacturing is in danger

According to the specialist, there are three important points with Trump’s arrival to the presidency: first, the issue of network regulation; secondly, the assembly chains; and thirdly the development of infrastructure. In the case of the second and third point, Arellano sees a risk in the plants that have not yet been built and the infrastructure that has not been executed.

However, the first point is not in the background either since Trump’s speech has advocated eliminating net neutrality, which would imply a new plan for the development of telecommunications in the neighboring country and therefore could have changes in the industry of both countries.

“Much of the infrastructure that was announced requires suppliers that could change and now instead of choosing Asian companies, they could look for European or United States partners but without leaving Mexico, since the plans are already being executed,” said Arellano.

According to data from the Ministry of Economy, there have been more than 4,000 million dollars in data center projects in Mexico in the last 8 years. Infrastructure that allows us to satisfy the growing demand for digital services in the country and facilitates the digitalization of Mexican companies.

Microsoft announced in 2020 an investment of $1.1 billion to build a Data Center in Querétaro, which is expected to be operational by 2025. AWS also plans a three-zone region in this entity, with an investment of $2.5 billion in ten years, and its partial activation is expected in the coming years. Google Cloud in 2023 announced infrastructure in the country, while Huawei and IBM already operate data centers in Mexico.

KIO Networks, a Mexican company, has strengthened the national infrastructure with several centers in operation in Querétaro and Mexico City. Equinix, for its part, acquired Axtel Data Centers in 2020, gaining presence in Querétaro and Monterrey, where it continues to expand its interconnection services.