Research & Data
Market Insights
Research-backed data on the US data center construction market, equipment availability, and investment trends.
$15.51B
US DC Construction Market (2026)
8.89%
Market CAGR (2024-2031)
$108B
PE Investment in DCs (2024)
19.74%
EaaS Market Growth Rate
Critical Bottleneck
Equipment Lead Times
Supply chain constraints have created unprecedented equipment shortages, with some items taking years to procure.
| Equipment | Lead Time |
|---|---|
| Large Power Transformers | 80-120 weeks |
| Backup Generators | 36+ months |
| High-Voltage Switchgear | 24-36 months |
| Industrial UPS Systems | 12-24 months |
| Cooling Systems (Chillers) | 12-18 months |
| Construction Equipment | 4-12 weeks |
The rentd Advantage
While purchasing equipment faces these extended lead times, our rental inventory is typically available within 2-4 weeks. Transform these supply chain constraints into a competitive advantage by accessing the equipment you need, when you need it.
Request a QuoteCapital Flows
Investment Landscape
Private equity and hyperscaler investments are driving unprecedented construction activity.
Private Equity Investment
Source: Morgan Lewis, McKinsey
Hyperscaler Commitments (2025)
Geographic Analysis
Regional Hotspots
Data center construction activity is concentrated in key markets with power availability and connectivity advantages.
Northern Virginia
60%+ of US capacityWorld's largest DC cluster, severe power constraints
Dallas-Fort Worth
10%+ of US capacityCompetitive energy costs, ERCOT grid challenges
Phoenix, AZ
Fastest growingLow humidity, land availability, water concerns
Columbus, OH
Emerging hubCentral location, Intel fab proximity, renewable energy
Financial Trend
The CapEx to OpEx Shift
CFOs are increasingly shifting from capital expenditures to operational expenses. Equipment-as-a-Service (EaaS) models are growing at 19.74% CAGR as organizations seek to:
- Improve cash flow and preserve capital
- Enhance balance sheet metrics for investors
- Reduce technology obsolescence risk
- Access equipment faster than purchase cycles
67%
of equipment users prefer lease/EaaS models
19.74%
EaaS CAGR
$64.8B
EaaS Market (2029)
Sources
Our research is backed by industry-leading data providers
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