US Data Centre Boom Fuels Construction Equipment Sales Growth

North American construction equipment sales are rising sharply due to US data centre construction, according to Interact Analysis. The market intelligence firm attributes the increase mainly to the boom in data centre development.

The revenue growth comes despite broader weakness across much of the construction market. Housing remains under pressure, while several non-residential segments are flat or declining.

Interact Analysis highlights a gap between headline revenue growth and underlying unit demand. Equipment makers are reporting higher sales values, but this is not always matched by similar growth in the number of machines sold, particularly in compact equipment.

Caterpillar is one of the clearest examples of this trend, with construction revenue reported up 50% in the second quarter of 2026 from a year earlier. The wider market has also seen year-on-year growth accelerate over the past three quarters.