Overview
- MEXDC projects 1,516 MW of additional data‑center capacity in 2025–2030 backed by more than $18 billion in investment and about 96,000 jobs.
- The association says the tightest constraint is power delivery, noting roughly 236 MW already in production, about 200 MW under construction, and dozens of new sites planned across the country.
- Operators are pursuing mixed strategies that include contracts with CFE, on‑site generation under new rules—often with natural gas—and privately financed substations that are later transferred to the state, including one project sized at 400 MW.
- Specialists report some companies have canceled Mexico entries because of grid instability and outages, as data centers require uninterrupted, highly stable power and the sector could need roughly five times today’s electrical capacity by 2030.
- CFE has outlined a $23.4 billion program through 2030 to expand generation and substations, yet industry voices question its sufficiency even as major bets proceed, led by CloudHQ’s $4.8 billion in Querétaro and Oracle’s facilities operating under energy‑supply agreements.