A post by @DeItaone on X.

US data center construction surged at a record 211% quarterly annualized pace even as overall construction spending fell 1.9% in September, according to a report citing US data. Monthly data center construction growth ran 8–10% over the past four months, and the category now represents 4.3% of total construction spending, up from 2% in early 2025. Private nonresidential construction rose 1.1%, its fourth straight monthly gain, while residential spending dropped 5.5%. The divergence underscores how AI infrastructure investment is propping up construction activity despite a broader spending slump, with implications for power, real estate, and equipment suppliers tied to data center buildouts. Watch for whether data center spending growth sustains its pace and whether residential weakness deepens in coming monthly construction spending reports.