Who makes cement and aggregates for AI data centers
Cement, ready-mix concrete, and aggregates used in foundations, slabs, and structural concrete.
Concrete is the largest material input to a data center by mass. Foundations, slabs, structural elements and site works consume enormous quantities, and the slab in particular is unusual: it has to carry loads and hold flatness tolerances that ordinary commercial construction does not ask for, because rows of heavy cabinets are rolled across it and stood on it. The supply chain is aggressively local. Ready-mix concrete has a working life measured in tens of minutes once it is batched, so it comes from plants near the site and nothing else can substitute; aggregates are low value and high weight, so haul distance dominates their cost. Cement travels further but is produced in a capital-intensive industry whose plants run near capacity and take years to add. The practical effect is that a large project depends on local batch plant capacity, local aggregate reserves, and the trucks to connect them. When several data centers are built in the same region at once — which is what is happening — those local constraints bind. What to look for is batch plant capacity and haul distance rather than national cement figures, whether the mix design has been qualified for the slab tolerances required, and cement supply specifically, since it is the one input in this part that is not purely local and has periodically been allocated.
Companies on this part (9)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Cemex | manufacturer | public | CX | 10.20 USD | -0.4% | disclosed | · source |
| CRH | manufacturer | public | CRH | 84.89 USD | 0.0% | disclosed | · source |
| Eagle Materials | manufacturer | public | EXP | 175 USD | -2.3% | disclosed | · source |
| Heidelberg | manufacturer | public | HEI.DE | 149 EUR | +1.6% | disclosed | · source |
| Holcim | manufacturer | public | HOLN.SW | 67.26 CHF | +0.6% | inferred | |
| Knife River | manufacturer | public | KNF | 53.12 USD | -1.4% | disclosed | · source |
| Martin Marietta | manufacturer | public | MLM | 507 USD | -2.0% | disclosed | · source |
| Vulcan | manufacturer | public | VMC | 262 USD | -3.5% | disclosed | · source |
| Summit/Quikrete | manufacturer | private | disclosed | · source |
Who competes here
The same table read the other way: every company above competes for cement and aggregates sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Structure, steel, precast, envelope, site equipment
- Previous in layer: MEP & electrical contractors
- Next in layer: Prefab / modular data centers & power/cooling skids
- Layer: Layer 9 — Building shell, site & construction
Questions about cement and aggregates
- What are cement and aggregates?
- Cement, ready-mix concrete, and aggregates used in foundations, slabs, and structural concrete.
- Which companies make cement and aggregates for AI data centers?
- This catalog lists 9 companies on Cement and aggregates, 8 of them with listed equity: Cemex, CRH, Eagle Materials, Heidelberg, Holcim, Knife River, Martin Marietta, Vulcan, Summit/Quikrete.
- How reliable are these cement and aggregates supplier placements?
- The 9 placements on this part break down as 8 disclosed, 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a taxonomy lead with no citation yet.
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON