AI Growth Hits Infrastructure, Energy Limits
By Diego Valverde | Journalist & Industry Analyst -
Thu, 03/26/2026 - 14:13
This week, organizations like the Mexican Association of Data Centers (MEXDC) emphasize that AI leadership will hinge on infrastructure readiness, while disruptions in helium supply expose the fragility of semiconductor-dependent ecosystems. At the same time, projections of exponential energy demand and adoption rates nearing ubiquity are forcing executives to confront scalability limits. Guidance from IBM reinforces that governance, not just innovation, is the lever for translating AI into measurable business value.
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AI Infrastructure Will Define Mexico’s Innovation: MEXDC
The integration of AI with specialized infrastructure will determine which nations lead the next cycle of global innovation, reports the MEXDC. The organization emphasizes that the sustained success of the industry depends on the ability of Mexico to balance growth velocity with operational resilience.
War in Iran Cuts Global Helium Supply, Hits Chip Production
The war in Iran has forced a cessation of liquefied natural gas operations in Qatar, effectively removing one-third of the global helium supply from the market. This disruption creates an immediate bottleneck for semiconductor manufacturers that rely on the gas for critical cooling and atmospheric control.
Scaling AI Without Breaking the Grid
The rapid adoption of AI in the business environment could increase energy demand by up to 24 times by the end of the decade.According to the report Sustainable AI Scaling, developed by software company Konfront, if the adoption of generative AI continues at its current pace, the energy demand associated with these technologies could grow by as much as 24.4 times by 2030. The latest McKinsey Global Survey on the state of AI, reported that 88% of companies regularly use IA in at least one business function in 2025, up from 78% in 2024.
MBN Experts
Governance is Key to Turn AI Into Business Impact: IBM
IBM is urging a shift from AI experimentation to production, citing that while 80% of companies are testing the technology, only 33% have achieved real-world deployment, says Jaquim Campos, Vice President and Technology Leader in Latin America, IBM. By treating governance as a "braking system" that allows for greater speed and safety, IBM helped its own operations secure billions in productivity gains. As the focus moves toward "agentic AI" and quantum-safe security in late 2026, the strategy is clear: true impact requires breaking down data silos and automating oversight to turn raw innovation into a scalable business differentiator.
Training and Critical Thinking for AI Adoption in Business
The global conversation about AI often focuses on algorithms, infrastructure, or technological investment. Yet in practice, within organizations there is a less visible but far more decisive variable: the human capacity to understand, question, and govern that technology. In other words, workforce training, writes Jaime Moreno, Founder and CEO, COMPLIA.








