Data
ABC's Construction Backlog Indicator rose to 8.7 months in September, its second monthly gain
ABC's Construction Backlog Indicator rose 0.2 months to 8.7 months in September, with commercial and institutional backlog at 9.0 months.
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Data Centers
Data
Construction spending fell 1.9% in September as residential improvement spending dropped
Census puts September 2026 construction spending at $2,186.1 billion SAAR, down 1.9% from a revised August, as private residential fell 5.5%.
2,186.1 September 2026 · -1.9% on the month · -2.7% on the year
September fell back below the 12-month average
Total construction spending, billions of dollars, seasonally adjusted annual rate
Data
Dodge Momentum Index rose 2.4% in September to 288.0 as institutional planning grew 9.4%
The Dodge Momentum Index rose 2.4% in September to 288.0, with institutional planning up 9.4% and commercial planning down 1.3%.
Data
Construction spending rose 0.9% in August after Census revised July up $27 billion
Census says US construction spending ran at $2,203.1 billion SAAR in August 2026, up 0.9% from a July figure revised up by 1.2%.
Feature Markets report
a16z says AI accounts for nearly all new construction spending, and Census shows data centers up 57.2% as the total fell 3.8%
a16z's State of Markets deck credits AI with nearly all new construction spending. Census shows data centers up 57.2% in a year as the total fell 3.8%.
All stories in Data Centers
| Date | Trend | Category | Title | Summary |
|---|---|---|---|---|
| Data | Construction spending fell 1.9% in September as residential improvement spending dropped | Census puts September 2026 construction spending at $2,186.1 billion SAAR, down 1.9% from a revised August, as private residential fell 5.5%. | ||
| Data | ABC's Construction Backlog Indicator rose to 8.7 months in September, its second monthly gain | ABC's Construction Backlog Indicator rose 0.2 months to 8.7 months in September, with commercial and institutional backlog at 9.0 months. | ||
| Data | Dodge Momentum Index rose 2.4% in September to 288.0 as institutional planning grew 9.4% | The Dodge Momentum Index rose 2.4% in September to 288.0, with institutional planning up 9.4% and commercial planning down 1.3%. | ||
| Data | Construction spending rose 0.9% in August after Census revised July up $27 billion | Census says US construction spending ran at $2,203.1 billion SAAR in August 2026, up 0.9% from a July figure revised up by 1.2%. | ||
| AI | a16z says AI accounts for nearly all new construction spending, and Census shows data centers up 57.2% as the total fell 3.8% Feature | a16z's State of Markets deck credits AI with nearly all new construction spending. Census shows data centers up 57.2% in a year as the total fell 3.8%. |