Demand for infrastructure investment is compounding across three structural forces that convert discretionary upgrades into non-deferrable capital expenditures.
Aging Infrastructure
Decades of underinvestment have left the U.S. grid, building stock, and data networks operating well past their design life, requiring urgent and large-scale replacement.
Electrification & AI Power Demand
Data center electricity consumption is projected to grow at double the prior decade’s pace, driven by AI workloads and broad electrification across the economy.
Climate & Regulatory Pressure
Resilience mandates, updated building codes, and extreme weather events are converting discretionary upgrades into non-deferrable capital expenditures across all sectors.
