from Hacker News

U.S. Tech Giants Turn to Mexico to Make AI Gear, Spurning China

by sam345 on 3/31/24, 2:04 PM with 10 comments

  • by melling on 3/31/24, 2:20 PM

    Mexico is the United States largest trading partner.

    https://www.forbes.com/sites/kenroberts/2024/02/07/2023-resu...

  • by AtlasBarfed on 3/31/24, 3:12 PM

    Manufacturing is re-onshoring, in particular the entire "hardware tech stack" of manufacturing needs to be painfully onshored. Painful as in trillions of dollars of factories and skillsets.

    Mexico by demographic numbers is actually better skilled and educated and capable and productive than existing workers in the "far east" (statistics being numbers that should be looked at with skepticism of course).

    Canada will inevitably have a role as well, even if it isn't smart. If it IS smart it will take huge numbers of skilled "far east" immigrants with tech skills and knowledge to support this transition and gain a foothold. Canada can culturally take immigrants more easily than Mexico, they demonstrated it with the Hong Kong exodus.

    Mexico will see vast amount of industrial plant construction and "blue collar" work. So will the US and Canada, but those economies are poised to assume the hardware design / fabrication / automation / robotics. You know, if they are smart. Actually, the entire "ring" of the Gulf of Mexico should become a hotbed of materials production, transport, trade, and production, so likely Central America and northern South America can hop on this.

  • by ckdarby on 3/31/24, 2:34 PM

    Is there potential for Mexico in return to increase trade with south of its border in Guatemala?

    Will Mexico will have a large/larger phase of development and they will look outwards for better capital return pushing them towards less developed economies and the cycle continues?