Winning Construction Sectors Under Trump’s Policies
Under the Trump administration, several construction sectors are positioned for significant growth due to new policies designed to reduce regulations and streamline approvals. While some sectors face uncertainty, others, like data centers and energy projects, are poised for a boom.
Data Centers
According to the Associated General Contractors of America (AGC), the construction of data centers is expected to soar in 2025. With major investments from tech giants like OpenAI, Softbank, and Oracle, a new joint venture is set to invest up to $500 billion by 2028. President Trump has promised to fast-track permitting for these projects, emphasizing their importance for U.S. AI innovation.
“[Data center construction] has emerged as one of the fastest-growing construction markets,” said Brian Kassalen, principal at Baker Tilly. “Even before the announcement of Project Stargate, data center construction was a top construction market with significant growth forecasted in 2025 and beyond.”
Energy Projects to Power AI
Data center growth will drive energy demand, likely tripling U.S. data center energy consumption in the next three years, according to the Department of Energy. This surge in demand will spur further power projects, especially in fossil fuels and nuclear energy, as Trump’s policies may relax drilling restrictions and speed up permitting for energy infrastructure.
"From a construction standpoint, the push for expanding nuclear and fossil fuel projects could significantly benefit the industry," said Kassalen.
Manufacturing Projects
Manufacturing construction, bolstered by onshoring efforts and enhanced tax breaks, continues to grow. Private sector investments have spurred nearly $1 trillion in manufacturing projects across the U.S., including biotechnology facilities, chip plants, and electric vehicle factories. The Trump administration’s focus on strengthening U.S. manufacturing should maintain momentum in this space.
Roads and Bridges
The construction of traditional infrastructure, like roads and bridges, is expected to remain a priority. With the Infrastructure Investment and Jobs Act set to expire in 2026, the Trump administration is poised to craft new surface transportation policies that emphasize highways and rural road development.
“Although some GOP lawmakers are supportive of high-speed rail, interstate highway development will undoubtedly take precedence,” said Alex Etchen, vice president of government relations at AGC.
The smartest construction companies in the industry already get their news from us.
If you want to be on the winning team, you need to know what they know.
Our library of marketing materials is tailored to help construction firms like yours. Use it to benchmark your performance, identify opportunities, stay up-to-date on trends, and make strategic business decisions.
Join Our Community