Published Sep 8, 2026, 9:57 PM ET · Updated 2 months ago · 1 source

AI infrastructure spending diverging dramatically from rest of construction market

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Original Report

U.S. data center construction spending surged 57% YoY to a record $75B annualized in July, while all other private construction spending declined $120B since end-2023, showing AI infrastructure is diverging dramatically from the rest of the construction market.