Why does most construction activity keep flowing to the same states—and what do power, labor capacity and value-added data reveal about where competition will intensify?
As data center demand surges, grid access—not land—is deciding which projects move forward, forcing builders to rethink power infrastructure, costs and schedules before construction begins.
Does a slide in construction backlog signal tougher bidding and thinner margins ahead, or can contractors still find growth in infrastructure and data centers?
Push for larger federal role to expedite grid connections is set to finalize by April 2026, but states and utilities worry about power overload, reliability and
ratepayer cost hikes and want more time to study impacts—as administration moves to curb state role in AI regulation.
A major tech investment in Wisconsin is set to reshape local infrastructure, but its scale has raised new questions about power, water and long-term community impacts.
An immense investment opportunity lies with design firms, contractors and others responsible for creating and powering data centers, but AI’s current hyper-growth market of hyperscaling could fall short of current rosy predictions.