Mexico’s Tech Sector Grows as AI Reshapes Exports

Mexico’s technology sector continued to expand faster than the broader economy, with ICT revenue growing 4.6% in 2Q26 and computer equipment exports surging 172% as AI demand reshapes the country’s manufacturing role. At the same time, constrained hardware supply, longer delivery times, and cautious public investment point to emerging bottlenecks as technology demand accelerates.

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Mexico’s ICT Sector Grows 4.6% During 2Q26

Mexico’s information and communications technology (ICT) sector expanded 4.6% in revenue during the second quarter of 2026, outperforming the country’s 2.1% GDP growth. However, the expansion is taking place alongside higher hardware prices, extended delivery times, and cautious investment decisions that could create bottlenecks toward the end of the year.

Mexico’s Computer Equipment Exports Surge 172% as AI Demand Grows

Mexico’s exports of computer equipment used in AI rose 172% to US$82.9 billion in the first half of 2026, surpassing automotive and auto-parts exports as demand from the US AI industry reshapes the country’s manufacturing role.

Mexico Executes 29% of 2026 ICT Budget in 1H26

Mexico’s federal government exercised MX$9.7 billion (US$569 million) in Information and Communication Technologies (ICT) spending during the first half of 2026, representing 29% of its annual allocation. The pace remains broadly consistent with previous years, even as the federal technology budget has contracted for a second consecutive year.

Mexico to Access US Army Drone Technology

Mexico and the United States are expanding defense technology cooperation through an agreement that will allow Mexico’s Ministry of National Defense (SEDENA) to access the US Army’s digital marketplace and acquire drones and counter-drone systems. The arrangement is intended to strengthen Mexico’s strategic and operational capabilities through defense innovation and new technologies. 

Mattilda Targets US$40 Million Revenue to Scale EdTech Platform

Mexican financial and school management platform Mattilda plans to double its sales in 2026, targeting annual revenues between US$35 million and US$40 million as it accelerates expansion across Latin America and deploys autonomous AI tools. Mattilda presently works with between 1,200 and 1,500 educational institutions, serving nearly 500,000 students, of which approximately two-thirds are located in Mexico while the remainder is distributed across Colombian and Ecuadorian schools.