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Field Notes · 2026-08-01

Data Center Watch — $30B in Georgia, 5 GW in Louisiana: The Biggest Construction Program in America

Theo Kessler · Process-Builder™

AI data centers are now the largest private construction program in the United States, and the numbers this week keep escalating.

The week's announcements

The supply chain is racing to keep up

nVent leased a new 160,000 SF manufacturing facility in Minnesota just to meet liquid-cooling demand. In Texas, regulators approved a net-metering arrangement for a 260 MW data center co-located with a wind farm — a regulatory template that will speed up the next wave.

Why this matters to contractors nowhere near Savannah

These campuses consume national supplies of switchgear, transformers, structural steel, precast, and skilled labor. When one region absorbs billions in construction, materials pricing and crew availability move everywhere — including here in Pennsylvania. Our estimating team folds these demand signals into how we price lead-time risk on every exterior package.

The buildings themselves are also envelope-intensive: miles of metal panel, precast skin, louvers, and rainscreen. The contractors who understand high-performance cladding systems are the ones who'll be invited to these tables.

Nexen monitors data-center construction daily as part of our construction-intelligence network. Talk to us about an envelope package.

Theo KesslerProcess-Builder™

Builds the systems that make the team 10x more efficient.

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