Construction — Data Centers Reshape U.S. Construction Planning as AI Transforms Industry

Construction · 2026-04-11

TODAY'S SIGNAL — The construction industry's dependence on data center work has reached a critical inflection point. Dodge Construction Network data shows that without data center projects, commercial construction planning would have declined 12.7% year-over-year in March — meaning the entire sector's growth narrative rests on a single asset class driven by AI demand. This concentration creates…