Construction Spending on Data Centers Again Outpaces Office Construction

Reddit r/singularity News
data-centers construction infrastructure real-estate ai-demand

Summary

Data center construction spending continues to outpace office building spending, with the gap widening in early 2026 as AI infrastructure demand grows.

The Federal Construction Spending Report for Feb and March 2026 was released today by the Census Bureau. It shows that data center construction spending is again higher than office spending, and the gap is still widening. In March 2026 it was $49.5B vs. $43.4B, or 14.1% higher. In February 2026 it was $48.5B vs. $43.5B or 11.1% higher. The first graph shows the history of the past 5 years, and the second one shows the past 15 years. The peak in office spending was in Feb 2020 at $72.8B, followed by one spike in Dec 2022 at $71.1B (I don't suspect we will see any more). Even though commercial construction historically picks up during this time of year, looks like that wasn't enough to increase total office spending. Charts were generated by GPT-5.5 Thinking and edited by me. [Data Source](https://www.census.gov/construction/c30/current/index.html)
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