JJacobs Solutions Inc.

“AI is absolutely driving our business in what is going on with the AI infrastructure buildout. We are seriously at an inflection point, and it is accelerating our entire business. I will quantify what that means. Within the data center space, which right now represents between 3% to 4% of our overall business, that is growing at 100% year-over-year. Now the AI ecosystem—which would include all the way from the beginning to the chips, through the power and energy requirements, and then how that is feeding the data center world—represents, in its entirety with our diversified offering, between 10% to 11% of our overall business, and that is growing in excess of 40%.”

“Our AI infrastructure pipeline—the data center component of that—has gone up 400% year-over-year. We have visibility well through 2027, going into 2028. Our long-term, relationship-based client model is gaining share of that client spend. These are the top hyperscalers as well as now the neo-cloud providers that are being supported. What is backing that visibility is our relationship with NVIDIA—our work on the digital twin, the work we are doing around the plan of record, and then as that is evolving with the next-generation chip. Now we are talking about Rubin, and we are in the middle of developing that plan of record.”

“We grew our data center business by more than 100% year-over-year in Q2, and we see very strong runway to build on that success in the second half of the year.”

“we had multiple wins with hyperscalers and other data center customers spanning the full project lifecycle—from advisory, design, program management, and digital solutions, to full EPCM. This includes our recently released data center digital twin developed using the NVIDIA Omniverse DSX Blueprint. Our strategic partnership with NVIDIA continues to gain momentum as we work to expedite the delivery of AI factories with compute load requirements rising substantially.”

“Where we are positioned right now on high-bandwidth memory manufacturing facilities is putting us on the front end of what then translates into the utility sector and eventually into the compute load in the data centers. Seeing it across that ecosystem is what is driving our business right now. The relationships we have with high-bandwidth memory manufacturers, as well as ASIC and other logic providers, are coming through.”

“On the enterprise side, how we run functions like finance and legal, deploying AI, is also driving margin expansion. On CapEx, our investments have been about 1% of revenue, and we are reallocating capital—traditionally in SaaS software—now more to AI-based tools. That is giving us productivity improvements without having to raise our CapEx numbers.”

“Together, we have nearly 2 thousand digital experts, and we are integrating that as one company platform.”

“on incremental investments, we do not see the need. We have been investing in digital enablement for the better part of seven years. I do not see us needing to make a huge investment to continue on our current trajectory. The way it is evolving is that it is being pulled from the market with the acceleration we are seeing in our end markets.”

“it is more than the data center sector. We are seeing rising demand in semiconductors, water, and energy and power as the technology and infrastructure go hand in hand. This is bolstering total revenue growth, with our backlog and pipeline indicating the investment cycle is still in the early stages.”

“Adding this to our central positioning in the buildout of AI infrastructure, and the potential for growing revenue synergies with PA, leads us to believe we will meet or exceed a 7% compounded annual growth rate.”

“the increased use of AI, and our global business and global delivery model. The vast majority comes from operational improvements across both the commercial model and delivery, and that is progressing well.”

“our enablement internally is helping us become more efficient and deliver to that demand.”