Data center investment has nearly caught single family homebuilding

Private investment in computing infrastructure has nearly caught up to single-family homebuilding for the first time in modern American history, closing a gap that held for six decades in less than two years.

U.S. Bureau of Economic Analysis, Private fixed investment: Residential: Structures: Permanent site: Single family [A944RC1Q027SBEA], retrieved from FRED, Federal Reserve Bank of St. Louis. Investment data is in billions of dollars, seasonally adjusted annual rate.
Chart: Nick Pipitone, InmanSource: Federal Reserve Bank of St. LouisGet the data Download imageCreated with Datawrapper