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◆ TESSARA JULY 23, 2026 US power grid spending keeps climbing $175B ANNUALISED -0.2% MoM · +1.2% YoY US Census construction spending on electric power infrastructure, annualised rate. $168B $170B $172B $174B $176B Breakout Aug '24 Mar '25 Oct '25 May '26 tessara.tech Source: U.S. Census Bureau

US power grid spending keeps climbing

US construction spending on electric power infrastructure has climbed past $168B a year, up about 7% from a year ago and rising every month. The grid buildout is the hard-dollar backbone of the AI power crunch.
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