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Lance Lambert: Data center construction spending rises sharply versus U.S. homebuilding

Lance Lambert: Data center construction spending rises sharply versus U.S. homebuilding
Data center builds surpass U.S. homes

Lance Lambert compares spending on data center construction to new single-family homebuilding in the U.S. In April 2022, for every $1,000 spent on U.S. new single-family homebuilding, $24.71 was allocated to data center construction. By April 2026, this figure had grown significantly, with $121.84 spent on data center construction for every $1,000 directed to U.S. homebuilding.

In April, Lambert also reported that Berkshire Hathaway is set to acquire Taylor Morrison, a leading U.S. homebuilder, in an $8.5 billion deal here. Earlier data showed that single-family home prices in the Seattle metro fell 2.2 percent year-over-year, according to the Freddie Mac House Price Index here. The trends highlight recent shifts in both homebuilding activity and pricing in the U.S. housing sector.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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