We use squirrel as a code word whenever someone starts trailing off into a completely different topic. It’s not the same as rabbit hole which means losing track of time completely while over-analyzing a single niche issue. Construction reports often have squirrels of considerable size in them distracting us from the truth in the manufacturing […]
Chasing Data Centers? Here’s the Map — By Trade.
Everyone is chasing data centers right now. From hyperscale campuses making headlines to smaller upgrades quietly entering bid, the category feels like a single, massive opportunity. But treating “data centers” as one market is a mistake—and an expensive one for business development teams. Because this market isn’t moving in one direction or on one timeline. […]
$17.3B in Data Center Moves in Four Days — And the Signal Isn’t “More Data Centers.” It’s Where the Bottlenecks Are Shifting.
If you want to understand where nonresidential construction momentum is headed in 2026–2028, stop looking for broad indicators and start watching data center planning language. Because in the span of four days (Feb. 6–9, 2026), 21 separate data center-related projects moved forward in one way or another—new listings, scope updates, bid dates, stage confirmations, approvals, […]