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Bloomberg Marketsglobal

Data Center Exposure Is Saving Grace for Construction Firms

Bloomberg Markets
Thursday, February 26, 2026 at 7:30 AM
~4 min read
Housing

Original Report

Construction and building materials companies in Europe dealing with a struggling housing market and weak industrial activity are pivoting to the one area that is booming right now: data centers.

Glass House Analysis

Housing sits at the intersection of economic policy and the American Dream. For most families, their home represents their largest asset and their primary path to building generational wealth. When housing becomes unaffordable, the social fabric frays—young people delay family formation, workers can't relocate for better jobs, and communities lose the stability that comes from homeownership.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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