Quarterly report 2026 Q3
2026 Q3 AI Buildout Report
52 public construction-phase signals tracked in 2026 Q3 across the AI infrastructure buildout.
2026 Q3 recorded 52 verified construction signals across 13 sectors and 5 signal types. Data Center led with 15 signals; the most active companies were digital realty, shell, and Gulf South Pipeline Company, LLC. That is down 2,978 signals (98%) from 2026 Q2.
Total signals
52
Sectors
13
Signal types
5
By sector
Most active companies
digital realty 2shell 2Gulf South Pipeline Company, LLC 1aligned 1intel 1schneider electric 1dominion energy 1edf 1air products 1jll 1openai 1