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9.06

Who makes structure, steel, precast, envelope, site equipment for AI data centers

The raw structural and envelope inputs to a data center building — steel, precast concrete, cement and aggregates, wall and roof systems, raised floor, doors, and the heavy site equipment used to build it.

This is the bill of materials for the shell itself, installed by the contractors in Layers 9.04 and 9.05 according to the design from 9.03: structural steel and precast panels form the building, cement and aggregates go into the foundation and slab, envelope systems (roofing, insulated panels) close it in, and raised floor, doors, and hardware finish the interior. Site and civil work and rented heavy equipment (cranes, earthmovers) are the construction inputs that make the rest possible before any of it is installed. None of these materials are unique to AI data centers — the same steel and concrete go into warehouses and factories — but the AI buildout has added a large, geographically concentrated source of demand on top of existing construction activity, and AI campuses in particular favor precast and modular structural systems that can be fabricated off-site and erected faster than site-built alternatives. Investors should look at regional fabrication and precast capacity near active campus clusters, since this is a category where transport cost limits how far material can travel to meet a schedule-driven project.

AI delta: AI campuses favor precast and modular structural systems, fabricated off-site and erected faster than site-built alternatives, on top of a large increase in overall construction volume.

Appears at:Enterprise / small coloLarge colo / hyperscale buildingAI campusGW-class campus· cooling:any — Volume of structural material scales roughly with building footprint and floor loading requirements, which both grow from enterprise through gigawatt-class campuses.

Companies on this part (0)

CompanyRoleOwnershipTickerPrice1dConfidenceNote

Steel 9.06a

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Cleveland-CliffsmanufacturerpublicCLF11.83 USD+2.5%inferred
Commercial MetalsmanufacturerpublicCMC68.76 USD+0.5%inferred
GerdaumanufacturerpublicGGB4.70 USD+5.4%inferred
NucormanufacturerpublicNUE252 USD+0.4%inferreddata-center steel and modular
Steel DynamicsmanufacturerpublicSTLD236 USD+0.4%inferred
Schuff/DBMmanufacturerprivateinferred
Zekelman/Atlas Tubemanufacturerprivateinferred

Precast 9.06b

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Smith-MidlandmanufacturerpublicSMID24.89 USD-2.8%inferred
ClarkmanufacturerprivateinferredPacific
Coreslabmanufacturerprivateinferred
Gatemanufacturerprivateinferred
Metromontmanufacturerprivateinferred
Tindallmanufacturerprivateinferred
Wellsmanufacturerprivateinferred

Cement and aggregates 9.06c

CompanyRoleOwnershipTickerPrice1dConfidenceNote
CemexmanufacturerpublicCX10.93 USD-0.6%inferred
CRHmanufacturerpublicCRH95.58 USD-1.1%inferred
Eagle MaterialsmanufacturerpublicEXP198 USD-1.2%inferred
HeidelbergmanufacturerpublicHEI.DE168 EUR-1.4%inferred
HolcimmanufacturerpublicHOLN.SW72.76 CHF-1.7%inferred
Knife RivermanufacturerpublicKNF66.57 USD-0.3%inferred
Martin MariettamanufacturerpublicMLM529 USD-0.5%inferred
VulcanmanufacturerpublicVMC274 USD+0.1%inferred
Summit/Quikretemanufacturerprivateinferred

Envelope 9.06d

CompanyRoleOwnershipTickerPrice1dConfidenceNote
BlueScope/ButlermanufacturerpublicBSL.AX30.68 AUD+0.1%inferred
CarlislemanufacturerpublicCSL361 USD-1.4%inferred
HolcimmanufacturerpublicHOLN.SW72.76 CHF-1.7%inferred
KingspanmanufacturerpublicKRX.IR104 EUR+1.2%inferred
NucormanufacturerpublicNUE252 USD+0.4%inferredInsulated Panel
Owens CorningmanufacturerpublicOC144 USD-1.4%inferred

Raised floor 9.06e

CompanyRoleOwnershipTickerPrice1dConfidenceNote
KingspanmanufacturerpublicKRX.IR104 EUR+1.2%inferred
ASMmanufacturerprivateinferred

Doors and hardware 9.06f

CompanyRoleOwnershipTickerPrice1dConfidenceNote
AllegionmanufacturerpublicALLE160 USD-0.3%inferred
ASSA ABLOYmanufacturerpublicASSA-B.ST357 SEK+0.3%inferred
DormakabamanufacturerpublicDOKA.SW58.70 CHF0.0%inferred

Site and civil 9.06g

CompanyRoleOwnershipTickerPrice1dConfidenceNote
GranitemanufacturerpublicGVA125 USD+0.6%inferred
Sterling InfrastructuremanufacturerpublicSTRL506 USD-0.5%inferred
Kiewitmanufacturerprivateinferred

Equipment and rental 9.06h

CompanyRoleOwnershipTickerPrice1dConfidenceNote
Ashtead (Sunbelt Rentals)manufacturerpublicAHT.Linferred
CaterpillarmanufacturerpublicCAT817 USD-1.4%inferred
DeeremanufacturerpublicDE623 USD-1.9%inferred
HercmanufacturerpublicHRI155 USD-1.0%inferred
ManitowocmanufacturerpublicMTW19.01 USD-1.7%inferred
OshkoshmanufacturerpublicOSK157 USD-0.5%inferred
TerexmanufacturerpublicTEX64.54 USD-1.3%inferred
United RentalsmanufacturerpublicURI1038 USD-1.8%inferred

Nearby parts

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Design of Data Centers Using Precast, Prestressed Concrete
SKGAssociates — precast concrete structural design for data center buildings
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