Quarterly report
2026 Q2 AI Buildout Report
2,469 public construction-phase signals tracked in 2026 Q2 across the AI infrastructure buildout.
Total signals
2,469
Sectors
13
Signal types
11
By sector
Most active companies
meta · 46google · 33totalenergies · 30shell · 24microsoft · 22openai · 19entergy · 18bechtel · 17amazon · 16globalfoundries · 15nvidia · 14nextera · 13