AI infrastructure and investment are accelerating globally, redefining competitive advantage in both policy and business. In Mexico, Salesforce’s US$1 billion commitment underscores the country’s growing position as an AI-ready economy amid the nearshoring boom. In international news, OpenAI and Broadcom’s 10GW AI accelerator project and Oracle and AMD’s 50,000-GPU supercluster reflect the race to meet unprecedented computing demand. Lastly, the European Union introduces dual AI strategies that signal an assertive push to close the innovation gap with the United States and China.
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Mexico
Salesforce to Invest US$1 Billion in Mexico to Boost AI Skills
Salesforce will invest US$1 billion in Mexico over the next five years to strengthen the country’s economic and social development, aiming to position regional companies as “Agentic Enterprises” where human and AI agent collaboration redefines customer interaction.
Nearshoring Surge Pushes Mexico to Embrace Multi-Cloud Resilience
Mexico’s economy is at a turning point as nearshoring is channeling a wave of foreign investment, positioning the country as a global manufacturing hub. This opportunity, however, is intrinsically linked to a monumental challenge: the growing fragility of supply chains and a dramatic escalation in cyber threats.
Industry 4.0 Adoption Faces Cost, Talent, Cybersecurity Barriers
The fourth industrial revolution has become a present-day imperative. However, as large corporations capitalize on the convergence of cloud computing, AI, and the Internet of Things (IoT), a growing implementation gap threatens to leave behind the bulk of the industrial sector, which faces systemic barriers in cost, talent, and cybersecurity.
International
European Union Unveils AI Strategies to Boost Research, Adoption
The European Commission is introducing two strategies to position the European Union as a global leader in AI: Apply AI and AI in Science. The initiatives aim to accelerate AI adoption in key industrial sectors and promote scientific research, supported by a multi-billion-euro investment to compete with the United States and China.
OpenAI, Broadcom to Build 10GW AI Accelerator Infrastructure
OpenAI and Broadcom are launching a strategic collaboration to develop and deploy 10GW of AI accelerators. This multi-year agreement tasks OpenAI with designing the hardware systems, while Broadcom will manage their development and implementation to meet the growing global demand for AI computing capacity.
Oracle, AMD to Launch AI Supercluster with 50,000 GPUs in 2026
Oracle and AMD are expanding their partnership to create a publicly available AI supercluster. The collaboration will feature an initial deployment of 50,000 AMD Instinct MI450 Series GPUs, with availability scheduled to begin in 3Q26.