This week’s briefing explores three of the biggest stories shaping construction.
First, we examine the first signs that the data centre boom may be beginning to moderate. Planning activity dipped in June, several high profile projects have been cancelled or withdrawn, and local opposition is increasingly influencing what gets built. We look at what the latest data really says, and whether this is simply a pause or the start of a broader shift.
Next, we unpack Arcadis’ latest International Construction Costs report, why UK construction has become one of the most expensive markets in the world, and how the balance of power may be shifting from clients to contractors.
Finally, we revisit the AI pricing battle as new models, open weight releases and changing enterprise economics reshape the market. We also discuss Microsoft’s warning on AI, data ownership and what construction businesses should be thinking about before committing to long term AI strategies.
Plus, we cover Monumental’s $32M funding round, TerraFirma’s $100M Series A, and the business lessons from NFL quarterback Jake Browning’s demolition company.
