AI is spreading across the global economy faster than any technological revolution before it. Railroads, highways, and the internet took decades to reshape economies. Nearly US$1 trillion has already been committed to AI in just a few years. For Mexico, this speed is an opening. It is a chance to close a productivity gap that decades of North American integration haven't closed, and to compress development timelines that once seemed fixed.

Mexico is unusually well positioned to capture this opportunity. It has industrial scale, deep integration with North American supply chains, and a large engineering talent base. It is also one of the most AI-positive societies in the world, with roughly 70% of Mexicans believing AI's benefits outweigh its risks. With Plan México and the new Plan Nacional de Inteligencia Artificial, the foundations are in place. The task now is to accelerate implementation and connect these initiatives directly to productivity, competitiveness, and investment.

We are proud to present Compressing Economic Development, a white paper sponsored by BIVA (Bolsa Institucional de Valores) with the support of Miranda Partners, 414 Capital, Shinkansen, and Runa. It maps how AI can advance each of Plan México's priorities. It covers three main areas: robotics and physical AI that could upgrade the country's manufacturing base, a service economy where AI adoption is only beginning, and a new foreign investment cycle in data centers, energy, and connectivity. It closes with concrete policy priorities for entrepreneurs, business leaders, investors, and policymakers.

Jimena Pardo & Federico Antoni

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