$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, and “construction underway” flags. Together, these updates represent roughly $17.3B in active and emerging work.

But the real headline isn’t the dollar figure. It’s the pattern:

• Big land + big power campuses are stacking up in planning (and staying there until energy, zoning, and timelines harden).
• Smaller retrofits and upgrades are already in bidding (meaning near-term MEP and controls work is live).
• Public-sector and institutional facilities are quietly modernizing critical rooms (UPS/CRAC replacements, HVAC reliability, clean-agent suppression)—often with tighter requirements and faster cycles.

This is a market with two clocks running at once:
the long clock of hyperscale campuses and the short clock of infrastructure upgrades.

By the numbers (what these 21 updates say)

Total value represented: ≈ $17.30B
Stage mix:

• 12 in Planning
• 7 in Bidding
• 1 Post-bid
• 1 Construction underway

Concentration:
Texas dominates the list with 9 of 21 projects, followed by Virginia (3) and Alabama (3).

And here’s the most telling concentration of all:

8 mega-projects (≥ $500M each) account for ≈ $16.4B of the $17.3B total.
In other words: a handful of campuses are shaping the long-term curve, while the smaller projects create the nearer-term bid volume.

The three “lanes” the market is forming

1) Hyperscale land-and-power plays (Planning)

These are not “buildings” yet. They’re site strategy + energy strategy, with construction dates stated cautiously and contacts often undisclosed.

Examples from your updates:

• ECL TerraSite TX-1 (Cleveland, TX) — $8B, 600 acres, hydrogen-powered positioning, start not expected before Q3 2026.
• ampz Energy / Project Lufkin (Lufkin, TX) — $2B with an explicit scaling narrative: 55MW → 175MW (2026) → 1.1GW (2028) plus additional on-site generation.
• AVAIO Appomattox County, VA — $3B, power secured (CVEC + Dominion), fiber-route positioning, staged delivery (initial capacity targeted Q3 2027).
• Cologix Ashburn, VA — $800M, “Data Center Alley” interconnection hub logic, power capacity language (85MW initially; potential >300MW).
• PowerHouse 95 Phase II (Fredericksburg/Spotsylvania, VA) — expansion language tied to permitting and environmental constraints (wetlands impacts flagged).
• Portsmouth / Piketon, OH (DOE site) — $1B, “rapid data center construction” framing tied to federal site inventory and local PILOT structures.
• Metrobloks Indianapolis, IN — $500M, 75MW, phased, still early with limited disclosure.
• Black Mountain Power (San Antonio, TX) — $500M, land acquisition financing story suggests a “shovel-ready” pipeline strategy more than a single build.

AIM take: This lane is being driven by a single constraint: power availability and speed-to-power. The construction economy around these projects won’t behave like a traditional bid market until power, zoning, and procurement lock. Until then, they remain “high-value signals” but not always “near-term opportunities.”

2) Municipal / institutional upgrades (Bidding now)

This is where the immediate work is. These projects have bid dates, procurement portals, defined scopes, and clear contact structures.

Examples:

• DFW Airport (Dallas, TX) — multi-scope procurement including Data Center 1 HVAC/BAS & Electrical Rehab; bids due 3/19/2026 via Bonfire.
• UAB General Services Building (Birmingham, AL) — UPS + CRAC replacement + clean agent fire suppression, bids due 2/19/2026, strict pre-qualification and hospital environment controls.
• Tuskegee University (Tuskegee, AL) — full HVAC replacement narrative driven by reliability failure (CRAC units inoperable), bids due 2/16/2026.
• Phoenix, AZ (DOE/WAPA) — small but telling: mini-split installation and defined NAICS framing, bids due 2/20/2026.

AIM take: These are the projects that keep the MEP, controls, and specialty contractors busy while the mega-campuses remain stuck in “planning gravity.” They’re also the projects most likely to reward firms that can prove schedule discipline, commissioning competence, shutdown coordination, and compliance maturity.

3) Rehab / modernization inside existing facilities (Bidding / Post-bid)

This lane matters because it often contains the hardest work: demolition, infrastructure replacement, coordination, uptime planning, and sequencing.

Examples:

• Houston METRO (1900 Main St., Houston, TX) — “rehab the 7th floor data center” with demolition + new infrastructure, bid due 2/18/2026, long list of planholders indicates active market interest.
• VA Big Spring (Big Spring, TX) — EHRM Tier 2 Data Center Construction, now post-bid with low bids announced, federal constraints and broad trade scope.

AIM take: If you’re selling into the data center economy, this is the lane where execution credibility beats marketing. These projects tend to surface the real differentiators: commissioning rigor, redundancy planning, and shutdown choreography.

Geographic signal: Texas isn’t just “hot”—it’s splitting into two Texas markets

From this dataset alone, Texas represents 9 projects—but they’re not all the same Texas.

Texas Market A: Campus-scale land + power

• Cleveland (ECL), Lufkin (ampz), Fort Worth (Black Mountain + Hicks Field DFW11), San Antonio (Black Mountain), plus multiple rehabs/upgrades.

Texas Market B: Infrastructure upgrades and rehab volume

• DFW Airport procurement, Houston METRO rehab, federal VA EHRM work, small district relocation.

Translation: Texas is simultaneously the future megawatt story and the right-now retrofit story.

What to watch next (practical triggers for opportunity)

If you’re using this list as a business development radar, here are the next “confirmations” that matter more than press headlines:

1. Power milestones: interconnect approvals, substation announcements, utility service agreements.
2. Zoning resolution: especially where commissions split votes (example: Lansing DG06 approvals/rejections moving to City Council).
3. Named teams: architect selection, civil engineering filings, CM-at-risk announcements—anything that converts “conceptual” to “procurement.”
4. Bid packaging: once campus work breaks into early packages (site, grading, paving, utilities), the pipeline becomes real.
5. Commissioning language: when scopes start calling out redundancy tiers, shutdown sequencing, and testing requirements, vendor shortlists form fast.

Quick hit: the 21 projects, organized by “lane”

Mega / planning gravity (long clock)

ECL TerraSite TX-1 (TX), ampz Lufkin (TX), AVAIO Appomattox (VA), Cologix Ashburn (VA), PowerHouse 95 Phase II (VA), Portsmouth/Piketon DOE site (OH), Metrobloks Indy (IN), Black Mountain San Antonio (TX)

Mid-scale new builds (planning, shorter runway)

DG06 Lansing (MI), Provo redevelopment (UT), Nebius Birmingham (AL), Black Mountain Fort Worth (TX)

Bid-ready upgrades / rehab (short clock)

DFW Airport Data Center HVAC/BAS & Electrical (TX), Houston METRO rehab (TX), Phoenix DOE HVAC upgrade (AZ), UAB GSB UPS/CRAC + suppression (AL), Tuskegee HVAC replacement (AL), Alice Douse ES relocation (TX), LEB Lebanon site work (IN)

Post-bid / underway (execution phase)

VA Big Spring EHRM Tier 2 (TX) — post-bid
Hicks Field DFW11 (Fort Worth, TX) — construction underway (completion targeted June 2027)

The AIM read on the market

This isn’t simply “data center growth.” It’s a construction economy reorganizing around power, speed, and reliability.

The mega-campuses are the headline projects—but they move on power, zoning, and procurement certainty. The real near-term work is being generated by the less glamorous but more immediate lane: HVAC, controls, electrical upgrades, UPS/CRAC replacement, rehab, commissioning readiness, and institutional modernization.

If you want to know where 2026 backlog will come from, watch the bid dates.
If you want to know where 2027–2029 backlog will come from, watch the power agreements.

For more information or help in navigating data centers, contact AIM.