Construction — Data centers see construction surge as AI transforms industry.

Construction · 2026-05-07

TODAY'S SIGNAL — The construction industry is caught between explosive growth in one vertical and stagnation across the broader market. Jacobs reporting 100%+ growth in its data center business — with the CEO calling the investment cycle 'still in early stages' — signals a multi-year demand runway that will concentrate capital, talent, and technology in a single sector. Simultaneously, the labor…