Jim Cramer warns AI data center capex could shift to Mexico if US permitting stalls
As seen on the 24/7 Wall St. homepage on August 31, 2026.
Cramer's point: if permitting and power fights slow US buildouts, AI capex migrates south, and Amazon's Queretaro site is the template.
Trump, pro-data center should mention how easy it is to go to Mexico. While the President seems to be inclined to slow things down, the border states would welcome them. So would Queretaro, where Amazon is building one.. It will happen. They get the win. They have the cards.
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Jim Cramer posted on August 31 that pro-data center forces in Washington should watch how easily buildouts can relocate across the southern border, with border states and Mexican cities already positioning to absorb that demand.
His anchor example is Amazon's data center project in Queretaro, a major industrial hub in central Mexico, which he treats as the template for a migration of AI capital expenditure if domestic permitting and power battles drag on.
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Border states and Queretaro "get the win" and "have the cards" because they move faster than a federal approval process that, in his read, the current administration seems inclined to slow.
For investors tracking the AI infrastructure buildout, site selection, utility agreements, and permitting timelines are competitive variables that can redirect billions in capex to jurisdictions outside US regulatory reach.
Mentioned: AMZN