With new data-center projects running into roadblocks, US cloud companies are increasingly turning to Latin America for computing capacity.
The race to secure AI computing capacity is accelerating the rollout of fibre-optic cables between the US and Mexico. In June this year, Mexican telecom operator C3ntro began laying a cable across the Gulf of Mexico, just months after launching a separate land-cable project.
C3ntro says demand from US cloud vendors has surged to unprecedented levels, straining existing cable routes that carry data between the two countries.