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North America Data Center Construction Market Report 2026-2031 Now Available — Published as Google Commits $15B to New Missouri AI Hyperscale Campus

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AMZN Amazon Web Services is expanding its North American infrastructure, focusing on purpose-built AI data centers with high-density GPU clusters and significant power capacity, indicating strong investment and growth in this sector. MSFT Microsoft is expanding its North American infrastructure, investing in AI data centers like the Fairwater facility designed for NVIDIA GPUs, and is a key player in the growing AI and cloud data center market. GOOGL Google is making a significant $15 billion investment in a new hyperscale data center campus in Missouri, highlighting its commitment to AI infrastructure and expansion in the North America data center market. META Meta is expanding its North American infrastructure and has secured substantial solar power purchase agreements, demonstrating a commitment to renewable energy for its data centers and growth in AI/cloud capacity. AAPL Apple is mentioned as a major technology company expanding its North American infrastructure portfolios, but specific details on its AI data center investments or growth are not provided. NVDA NVIDIA GPUs are a critical component for the AI data centers being built, with Microsoft's Fairwater facility designed to support hundreds of thousands of them, indicating strong demand and importance. AMPL Applied Digital is listed as a prominent data center investor and operator, suggesting involvement in the growing market, but no specific positive or negative details are provided. DLR Digital Realty is listed as a prominent data center investor and operator, suggesting involvement in the growing market, but no specific positive or negative details are provided. EQIX Equinix is listed as a prominent data center investor and operator, suggesting involvement in the growing market, but no specific positive or negative details are provided. CCI Cologix is listed as a prominent data center investor and operator, suggesting involvement in the growing market, but no specific positive or negative details are provided. CRI CyrusOne is listed as a prominent data center investor and operator, suggesting involvement in the growing market, but no specific positive or negative details are provided. CAT Caterpillar is listed as a leading support infrastructure provider for data centers, indicating its role in the market's growth, but no specific sentiment is expressed. EAT Eaton is listed as a leading support infrastructure provider for data centers, indicating its role in the market's growth, but no specific sentiment is expressed. JCI Johnson Controls is listed as a leading support infrastructure provider for data centers, indicating its role in the market's growth, but no specific sentiment is expressed. MU While not explicitly mentioned, the article discusses the demand for high-density GPU clusters and advanced infrastructure for AI data centers, which implies a need for memory making companies like Micron. J Jacobs is listed as a major contractor and engineering firm involved in data center construction, indicating its participation in the growing market, but no specific sentiment is expressed. VRT Vertiv is listed as a leading support infrastructure provider for data centers, indicating its role in the market's growth, but no specific sentiment is expressed.

North America Data Center Construction Market Report 2026-2031 Now Available — Published as Google Commits $15B to New Missouri AI Hyperscale Campus Dublin, Aug. 28, 2026 (GLOBE NEWSWIRE) -- The "North America Data Center Construction Market - Industry Outlook & Forecast 2026-2031" has been added to ResearchAndMarkets.com's offering.

FOR IMMEDIATE RELEASE

North America Data Center Construction Market to Reach USD 158.20 Billion by 2031 as AI and Cloud Investments Accelerate

The North America data center construction market was valued at USD 85.23 billion in 2025 and is projected to reach USD 158.20 billion by 2031, expanding at a compound annual growth rate (CAGR) of 10.86%. Rapid investment in artificial intelligence, cloud computing, hyperscale campuses, renewable energy, and advanced cooling infrastructure is supporting sustained market growth across the United States and Canada.

AI Drives Hyperscale Data Center Construction

Amazon Web Services, Microsoft, Google, Meta, Apple, and other major technology companies continue to expand their North American infrastructure portfolios. Investment is increasingly focused on purpose-built AI data centers featuring high-density GPU clusters, liquid cooling systems, and multi-hundred-megawatt power capacity.

Microsoft's Fairwater AI data center in Wisconsin, unveiled in September 2025, was designed to support hundreds of thousands of NVIDIA GPUs. Long-term capacity commitments and multi-gigawatt campus developments are expected to reinforce North America's position as a leading global market for AI and cloud data center infrastructure.

Renewable Energy and Sustainable Infrastructure Gain Priority

Sustainability is shaping data center design and construction as operators pursue renewable power procurement, energy-efficient cooling, water conservation, low-carbon building materials, and net-zero objectives. In May 2026, Meta signed agreements with DESRI for 850 MW of solar power purchase agreements across Oklahoma, Texas, and Mississippi, expanding its contracted renewable energy portfolio to more than 2.5 GW.

Electrical infrastructure is also advancing through hydrotreated vegetable oil-compatible generators, modern UPS systems, and emerging nickel-zinc and sodium-ion battery technologies. These systems are attracting interest for their performance, safety, and sustainability characteristics.

Liquid cooling is becoming central to new data center projects as direct-to-chip and immersion cooling systems help support increasingly dense AI and GPU workloads. Adoption is rising among hyperscale and colocation operators seeking greater thermal performance and energy efficiency.

United States Leads as Development Expands into New Markets

The United States accounts for the majority of North American data center construction investment, supported by established cloud providers, mature digital infrastructure, and strong demand for AI, cloud, and colocation capacity. Development is expanding beyond traditional hubs as operators seek scalable power, available land, competitive construction costs, and supportive regulatory environments.

In May 2026, Tract announced three large-scale developments in the Austin-San Antonio corridor representing up to 5.2 GW of planned capacity. Google also announced a USD 15 billion investment in May 2026 for a hyperscale data center campus in New Florence, Missouri. The project includes 500 MW of additional power capacity in collaboration with Ameren.

Canada is gaining strategic importance due to renewable energy availability, favorable climatic conditions, and growing AI infrastructure demand. In January 2026, Synapse Data Center Inc. proposed a 1 GW campus in Olds, Alberta, highlighting the province's expanding role in hyperscale development.

Market Segmentation

Competitive Landscape

Prominent data center investors and operators include Amazon Web Services, Apple, Applied Digital, Cologix, Compass Datacenters, CyrusOne, DataBank, Digital Realty, Equinix, eStruxture Data Centers, Google, Meta, Microsoft, NTT DATA, QScale, STACK Infrastructure, Urbacon Data Centre Solutions, and Vantage Data Centers.

Leading support infrastructure providers include ABB, Caterpillar, Cummins, Eaton, Johnson Controls, Legrand, Mitsubishi Electric, Schneider Electric, Siemens, STULZ, and Vertiv. Major contractors and engineering firms include AECOM, Black & Veatch, Burns & McDonnell, DPR Construction, EllisDon, Fortis Construction, HDR, Holder Construction, Jacobs, Kiewit, Stantec, Turner Construction, and WSP.

New entrants-including Ada Infrastructure, Ardent Data Centers, Beacon Data Centers, CleanArc Data Centers, Fleet Data Centers, Prometheus Hyperscale, Related Digital, Rowan Digital Infrastructure, and Tract-are increasing competition by developing AI-ready and hyperscale campuses in emerging North American markets.

The market outlook assesses construction revenue, growth rates, facility area, power capacity, geographic expansion, technology trends, infrastructure segments, leading vendors, contractors, investors, and new market participants through 2031.

Key Attributes:

Key Topics Covered:

8. Introduction

10. Market Dynamics

For more information about this report visit https://www.researchandmarkets.com/r/m3no6g

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