Mexican exports to the United States are experiencing a surge, fueled by the growing demand for artificial intelligence (AI) infrastructure. Specifically, the demand is centered around backplanes, which house AI processing cards and are essential components for data centers. This unexpected increase in trade complicates former President Trump’s efforts to reshape the commercial relationship between the two countries. The rise in exports highlights Mexico’s emerging role in the AI supply chain, capitalizing on US needs. This trend suggests a shift in the dynamics of US-Mexico trade, partially driven by technological advancements. The increasing reliance on Mexican-made AI components underscores the interconnectedness of the North American economy. It remains to be seen how this developing situation will influence future trade negotiations and policies.