The $690 Billion AI Construction Boom 2026: How Four Companies Are Spending More Than the Entire Federal Highway Budget and What It Means for Every Contractor

Google, Amazon, Microsoft, and Meta are spending $660-690 billion on AI infrastructure in 2026. ENR's Top Owners report shows $670 billion in construction-in-progress. Data center power demand will hit 176 GW by 2035. But the bottom 100 owners are DOWN 8.2%. This episode maps the AI construction opportunity and explains how contractors at every level can capture a piece.