美国顶尖AI公司敦促中国企业加大墨西哥AI相关硬件生产，认为此举有利于降低对亚洲产品依赖并吸引更多替代品。具体原因包括犯罪猖獗、水电供应不稳定以及缺乏熟练工人。富士康等中国台湾企业已在这方面的投资显著增加，涉及2020年生效的《美国-墨西哥-加拿大自由贸易协定》。墨西哥已成为美墨加协定中的重要制造基地之一，其中富士康在人工智能服务器生产领域进行了大规模扩张。此举措旨在应对国内需求下降以及美墨加协定带来的挑战。然而，部分美国科技巨头否认采购了富士康在墨西哥制造的服务器。墨西哥最大私营部门组织负责人表示，此类合作有助于推动经济发展，并支持本地制造业就业。

Title: AI Hardware Manufacturing in Mexico and Its Impact on Global Supply Chains

In recent years, there has been growing concern among American top AI companies about the potential benefits of increasing investments in Mexico's AI hardware manufacturing industry, particularly as it relates to reducing reliance on Asian products and attracting alternative sources of production. This initiative is motivated by several factors, including the high levels of crime in certain regions, unstable water supply, and the need for skilled labor.

One significant factor driving this move is crime, which poses a significant challenge for companies seeking to operate in Mexico due to the prevalence of organized crime and other criminal activities. The country's violent drug trade and human trafficking networks have been linked to numerous cases of violence against businesses, making it difficult for them to establish operations without facing considerable risks. In such a scenario, companies may choose to prioritize investments in established, safer markets with lower crime rates, such as those in North America or Latin America, where they can enjoy reduced security concerns.
Water supply instability also plays a vital role in maintaining business operations, particularly in industries that require raw materials for their processes, like AI hardware manufacturing. High water prices in some parts of Mexico can strain firms' budgets, forcing them to look for alternative sources of energy or diversify their production landscapes. By investing in Mexico's infrastructure, companies can tap into the country's abundant water resources, enabling them to maintain reliable and efficient production processes. The US-Mexico-Canada Free Trade Agreement (USMCA) allows Mexican businesses to engage in imports and exports of goods across various sectors, which can help offset any local supply chain disruptions caused by disrupted water supplies.
Furthermore, the United States-Temecula High Speed Rail Project is another significant factor contributing to Mexico's growth in AI hardware manufacturing. The project aims to construct a 68-mile-long rail line connecting the city of Temecula, California, to San Diego, California, enabling faster transportation and reduced travel times. By investing in the rail line, companies in the United States can significantly reduce their transportation costs and potentially gain access to new markets, especially those within the West Coast, where the demand for AI-related equipment is growing rapidly.
The US semiconductor giant Intel, one of the world's largest tech players, has already shown its commitment to expanding its presence in Mexico by announcing plans to invest $7 billion over the next five years in the country's semiconductor industry. This investment includes an expansion of its chip fab facilities in nearby Guadalajara, aiming to increase the company's output and global market share. The fact that many major US companies, such as Intel and Apple, are choosing to locate their semiconductor manufacturing facilities in Mexico suggests that the region offers a strategic location for these businesses, as well as competitive wages and workforce development programs.
However, despite these advantages, some American technology giants have dismissed the idea that they have purchased server components from Mexican manufacturers. Mexican leader of the main private sector organization, Angel de los Angelos, disputes these claims, stating that the partnership between U.S. multinational corporations and Mexican manufacturers goes beyond the mere purchase of chips and servers. Rather, he emphasizes that such collaborations foster economic growth and support job creation in Mexico.
De los Angelos argues that increased cooperation between American companies and Mexican suppliers in AI hardware manufacturing not only creates opportunities for the domestic economy but also contributes to the overall competitiveness of the region. By partnering with local companies, the US companies can tap into Mexico's skilled labor force, expand their product lines, and develop a more robust domestic supply chain, ultimately benefiting both the US and Mexico economies.
In conclusion, the decision by American top AI companies to increase their investments in Mexico's AI hardware manufacturing industry reflects a multifaceted approach aimed at addressing the challenges faced by companies operating in the region. By prioritizing the safety and stability of the local market, investing in reliable infrastructure, and fostering relationships with Mexican suppliers, American companies can mitigate the risks associated with the global competition for AI-related components while also positioning themselves as leaders in the region. As Mexico continues to attract more foreign direct investment and grow as a hub for AI innovation, these initiatives will likely drive further advancements in the country's technological landscape and contribute to a more balanced and prosperous global supply chain.