Equipment makers eye US data centers

LAS VEGAS – The explosive growth in US data center construction is generating substantial opportunities for China’s premier heavy machinery manufacturers, who showcased their specialized capabilities at North America’s largest construction equipment exhibition this week.

At CONEXPO-CON/AGG, the premier industry trade show running through March 7 in Las Vegas, companies including SANY America and XCMG Group demonstrated how their expanding equipment portfolios align with the unprecedented demand driven by artificial intelligence infrastructure development.

David Nicoll, CEO of SANY America, revealed that the company recently supplied multiple SY500H excavators – among their largest models – to a major data center project. “We see data center demand as exceptionally strong in the US,” Nicoll stated. “These are substantial capital projects requiring larger equipment, and SANY offers a comprehensive range from compact machinery to 330-ton cranes.”

The market expansion is supported by significant industry projections. According to construction consultancy MOCA Systems, the US data center construction sector is anticipated to reach $86 billion in 2026, representing an eightfold increase from 2022 levels. A separate Fortune Business Insights report identified data center construction as a primary catalyst for broader construction equipment demand, fueled by accelerated digitalization and AI adoption.

Nicoll explained that data center projects typically involve multiple contractors and diverse machinery requirements, creating opportunities across SANY’s product lines including large excavators, wheel loaders, motor graders, and cranes. The temporary nature of these projects – typically spanning six to twelve months – also generates robust rental sector demand as contractors often prefer leasing equipment rather than making capital purchases.

Meanwhile, XCMG Group unveiled its new PRO series at the exhibition – premium construction machines featuring advanced human-machine interaction capabilities including fault self-diagnosis and intelligent control systems. Feng Ruoyu, XCMG’s senior brand manager, reported immediate market interest with several major North American dealers submitting preliminary orders.

“The rapid expansion of AI in the United States has created substantial infrastructure demand,” Feng noted. “Whether constructing large server centers or expanding power capacity, both require significant construction machinery. While domestic brands currently dominate this market, we identify considerable opportunities.”

The exhibition coincides with SANY’s 20th anniversary in the North American market, during which the company has established a 230-acre manufacturing and distribution campus in Georgia and expanded its dealer network to 72 dealers operating across 191 locations. Industry outlook for 2026 remains constructive according to Nicoll, who cited ongoing infrastructure, data center, and renewable energy projects as sustaining historically high equipment demand.