U.S. Presses Mexico to Tighten AI Hardware Export Rules in Bid to Block China Workarounds

The United States is pushing Mexico to adopt tougher origin rules for AI hardware exports, aiming to stop Chinese companies and other foreign firms from using Mexican assembly routes to avoid tariffs and trade restrictions. The proposal would bring servers, chips and related equipment into the center of U.S.-Mexico-Canada Agreement negotiations, as AI infrastructure becomes one of North America’s most strategically important supply chains.