Quarterly report 2026 Q3
2026 Q3 AI Buildout Report
2,278 public construction-phase signals tracked in 2026 Q3 across the AI infrastructure buildout.
2026 Q3 recorded 2,278 verified construction signals across 17 sectors and 10 signal types. Data Center led with 629 signals; the most active companies were switch, google, and amazon. That is down 752 signals (25%) from 2026 Q2.
Total signals
2,278
Sectors
17
Signal types
10
By sector
Data Center · 629Power · 463Oil & Gas · 230Industrial Manufacturing · 178LNG · 105Terminals · 96Midstream (Oil & Gas) · 93Battery Supply Chain · 88Upstream (Oil & Gas) · 70Alternative Fuels · 70Metals & Mining · 70Semiconductor · 62Chemical · 36Downstream (Oil & Gas) · 34Pharmaceutical & Biotech · 26Food & Beverage · 25Pulp, Paper & Wood · 3
Most active companies
switch 54google 34amazon 33shell 32meta 25exxonmobil 21aligned 18energy transfer 17bp 16kinder morgan 14baker hughes 14nvidia 13