S2 E89 - $3 Billion Projects, AI Data Centers & The Future of Construction

Podcast: Beers With Contractors · Beers with Contractors

Opublikowano: 2026-09-24

In this episode of Beers with Contractors, hosts Will welcomes Terry back to Beers with Contractors, joking about his absence, then they discuss construction headlines and trends. They note US construction spending fell 0.5% in July 2026 (down 3.8% year over year) with residential especially soft, while commercial remains active, increasingly driven by AI data center work that may be overly concentrated for some contractors. They cover data-center MEP demands, cost-driven efficiency efforts, rising steel prices and lead times, and growing interest in mass timber. The hosts argue specialty subcontractors (especially electrical/mechanical) offer strong opportunities, and that AI is reducing sales...