Jacobs publishes presentation on AI infrastructure build-out exposure, data center and semiconductor engineering work

Jacobs Solutions Inc.

Jacobs Solutions Inc.

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  • Jacobs outlined rising exposure to AI-related infrastructure, with more than 10% of Q2 2026 adjusted net revenue tied to the AI build-out.
  • AI build-out adjusted net revenue grew 37% year over year, driven by data centers, semiconductors, energy and power, water.
  • AI data center work posted 72% trailing 12-month adjusted net revenue growth, supported by advisory, engineering, program management services.
  • Semiconductors grew 11% on logic and high-bandwidth memory demand, with energy and power up 19% as grid spending accelerated.
  • Jacobs highlighted digital twin work using NVIDIA Omniverse, positioning it for earlier hyperscaler opportunities and a data center pipeline up more than 4x.


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