U.S. Data Center Construction Projections and Labor Constraints
The U.S. aims to raise annual data center construction capacity from 12 GW in 2026 to 35 GW by 2030, but faces skilled labor shortages. Analysts warn that without sufficient mechanical, electrical, and plumbing workers, the growth may not meet market demand.
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The U.S. is projected to increase data center construction from 12 gigawatts in 2026 to 35 GW by 2030, assuming recruitment for specialized trades remains high. However, Bernstein analysts indicate that a labor shortage in mechanical, electrical, and plumbing sectors will limit this growth.
Currently, only 30% of the available workforce resides in areas where 70% of future projects are planned. The expected 35 GW will not meet the 40 GW needed for mid-scale power generator capacity. Modular construction could alleviate labor constraints by shifting work to factories, benefiting companies like Eaton and Schneider Electric.
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