Clayco CEO Talks Data Center Growth and New High-Tech Unit

Under Anthony Johnson’s leadership, Clayco has positioned itself as a front-runner in the data center construction sector, one of the most rapidly growing areas in the global construction industry. With nearly two decades of experience within the company, Johnson has overseen Clayco's transformation into a significant player in advanced technological construction, particularly in the booming data center market. His vision for Clayco Compute, a dedicated business unit launched to focus on high-tech construction, is poised to address not only the demands of the data center market but also the increasingly complex challenges that come with building hyperscale facilities.
As of 2024, Clayco is involved in 57 active data center projects across the U.S., working with some of the largest tech companies in the world. The company’s data center division generated $3.6 billion in revenue in 2024, accounting for 50% of its total revenue. Johnson expects this figure to rise to over $4.6 billion by 2026, underscoring the sector’s exponential growth. With hyperscale data centers—massive facilities required to support high-performance computing such as AI and quantum computing—projected to expand by up to 20% annually, Clayco is prepared to meet the increasing demand.
“We’re already a top five builder of data centers in the U.S.,” Johnson remarked, highlighting the firm’s strong standing in this highly competitive market. "Our vertically integrated platform is what really sets Clayco Compute apart and provides clients with enhanced capabilities that our competitors simply don’t have."
The growth in AI and quantum computing technologies has driven a shift in where data centers are being built. While traditionally concentrated in certain regional hubs, the demand for these facilities is now spreading to new geographies, further complicating the logistics of construction. Johnson emphasized that Clayco’s ability to navigate these changes is one of the reasons the company is well-positioned for continued success. However, he also acknowledged the challenges, particularly in terms of energy.

“The biggest issue we’re facing is that the demand for data centers and quantum computing facilities is outpacing the growth and supply of transmission and power generation, and our clients are constantly asking us to help them solve their energy challenges," said Johnson. To address these challenges, Clayco is doubling down on renewable energy and power generation solutions, such as microgrid technology and large-scale utility builds. By focusing on sustainable construction and energy solutions, Clayco aims to meet the energy needs of hyperscale projects while maintaining a commitment to environmental stewardship.
Another factor that positions Clayco for success is the company's approach to project execution. With its vertically integrated design-build platform, Clayco is able to offer a complete turnkey solution to clients. From architecture and design to engineering and construction, this comprehensive approach sets Clayco apart from other firms in the industry, who may lack the same level of in-house expertise.

Clayco Compute’s capabilities extend beyond just building data centers. The firm is involved in building high-tech facilities that are crucial to the future of computing, such as those supporting quantum computing. As these technologies evolve, the demand for state-of-the-art facilities to house them will only grow, further fueling the construction boom.
Johnson also addressed the financial dynamics at play in the data center construction sector. Despite inflationary pressures and rising interest rates, Johnson believes that financial constraints will not significantly affect the demand for data centers. “In reality, there is a race going on right now to get these facilities built,” he said. This race is not only about securing a competitive edge for tech companies but also a strategic advantage on the global stage, with national security considerations becoming an increasing factor in where and how data centers are built.
As Clayco continues to expand its footprint in the data center and advanced technology sectors, Johnson remains focused on innovation and sustainability. He is optimistic about the future, particularly as AI continues to reshape industries and create new opportunities for technological construction.
“Ultimately, the biggest trend and challenge of the sector is meeting the demand for AI and quantum computing—and the energy and power those facilities require—in a sustainable way,” Johnson concluded. With Clayco Compute leading the charge, the company is well-prepared to tackle the industry’s biggest challenges and continue its rapid growth within this high-demand market.
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