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Just finished a deep dive into the Q2 2026 infrastructure reports.We are seeing a massive "infrastructure investment supercycle"with up to $3 trillion projected for data centers by 2030 but there's a major catch.

Key 2026 insights for the community:

  • The Grid Gap: Over 11 GW of capacity slated for this year is stuck in "announced" status because grid connections now have a 4 year wait time in primary markets.
  • "Bring Your Own Power": We're seeing a shift where developers are no longer just builders; they’re becoming energy providers, integrating on site nuclear (SMRs) and massive Battery Energy Storage Systems (BESS).
  • Agentic AI in AEC: Construction firms are finally moving past basic BIM to Agentic AI that autonomously manages these complex, hyper compressed schedules to avoid the 7% annual cost escalation we're seeing in build costs.

Is anyone seeing these "Energy Nexus" models actually breaking ground in your region, or are we just going to see more project delays through 2027?