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Data centers, utilities, and infrastructure work are still pulling heavy iron into busy regions, but softer design billings and flat private spending make fleet discipline more important than raw optimism.
May construction spending barely moved, but starts data shows big public works, utilities, data centers, and manufacturing projects pulling demand away from weaker residential and warehouse work.
Data centers get the headlines, but the harder equipment story may be the substations, transmission work, temporary power, and utility crews needed to feed them.