{"id":34165,"date":"2026-02-04T12:41:10","date_gmt":"2026-02-04T20:41:10","guid":{"rendered":"https:\/\/essential.construction\/news\/ai-boom-boosts-jacobs-data-center-semiconductor-pipeline\/"},"modified":"2026-02-04T12:41:10","modified_gmt":"2026-02-04T20:41:10","slug":"ai-boom-boosts-jacobs-data-center-semiconductor-pipeline","status":"publish","type":"post","link":"https:\/\/essential.construction\/news\/ai-boom-boosts-jacobs-data-center-semiconductor-pipeline\/","title":{"rendered":"AI boom boosts Jacobs\u2019 data center, semiconductor pipeline"},"content":{"rendered":"<p> [ad_1]<br \/>\n<\/p>\n<div>\n<div class=\"text-to-speech\">\n    <button class=\"text-to-speech__button button\"><br \/>\n        <img decoding=\"async\" class=\"text-to-speech__button__icon\" src=\"https:\/\/www.constructiondive.com\/static\/img\/play.svg?500116090725\" alt=\"-\"><br \/>\n        Listen to the article<br \/>\n        <span class=\"text-to-speech__button__audio-length\">3 min<\/span><br \/>\n    <\/button><\/p>\n<div class=\"text-to-speech__controls\">\n        <audio controls=\"\" class=\"js-text-to-speech\" preload=\"none\"><source src=\"https:\/\/text-to-speech.divecdn.com\/newspost\/811384\/2026-02-04_14.41.44\/jacobs-data-center-semiconductor-pipeline-fiscal-first-quarter-earnings.wav\" type=\"audio\/mp3\"><\/source><\/audio><\/p>\n<div class=\"text-to-speech__controls__text\">\n            This audio is auto-generated. Please let us know if you have <a rel=\"nofollow noopener\" href=\"https:\/\/www.constructiondive.com\/contact\/\" target=\"_blank\">feedback<\/a>.\n        <\/div>\n<\/p><\/div>\n<\/div>\n<p><span><span><span><span><span><span>Construction <\/span><\/span><\/span><\/span><\/span><\/span><a rel=\"nofollow noopener\" href=\"https:\/\/invest.jacobs.com\/news\/investor-news\/news-details\/2026\/Jacobs-Reports-Strong-Fiscal-First-Quarter-2026-Results\/default.aspx\" target=\"_blank\"><span><span><span><span><span><span><span>demand for artificial intelligence-related facilities<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/a><span><span><span><span><span><span> this year still has a considerable runway, executives said during Jacobs\u2019 fiscal first-quarter earnings call on Tuesday.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>Pipeline growth hit double-digit rates year over year across the firm\u2019s major verticals, with life sciences and advanced manufacturing up about 25% and critical infrastructure work up more than 50%, said CEO Bob Pragada during the call. That growth represents a 12- to 18-month work pipeline across all markets, including the Middle East and Europe.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>Much of that jump ties back to <\/span><\/span><\/span><\/span><\/span><\/span><a rel=\"nofollow noopener\" href=\"https:\/\/www.constructiondive.com\/news\/data-centers-lopsided-backlog-gains\/809548\/\" target=\"_blank\"><span><span><span><span><span><span><span>AI-driven projects<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/a><span><span><span><span><span><span>.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>\u201cIf you think about the speed right now that we are going at, especially not just in the private sector, but also in the water market and transportation, the schedules and the delivery model for these can\u2019t be done without the use of the AI platform,\u201d said Pragada during the call. \u201cIt is driving backlog growth through differentiation in our award rates.\u201d<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<figure class=\"image-right inside_story\">\n<div class=\"figure_content\">\n<div><img decoding=\"async\" alt=\"headshot of Jacobs CEO Bob Pragada\" data-imagemodel=\"183994\" src=\"https:\/\/imgproxy.divecdn.com\/UCQmTSIiwTs1S3NYUuCBRcA_GLCOyh_VejMClr5TVS4\/g:nowe:0:90\/c:1999:2499\/rs:fit:0:860\/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9Cb2JfUHJhZ2FkYV9IZWFkc2hvdF9ULTJfSUt3ejNNSC5qcGc=.webp\"\/><\/div>\n<\/div><figcaption class=\"inside_story_caption\">\n<p>Bob Pragada<\/p>\n<p>Courtesy of Jacobs<\/p>\n<p>\u00a0<\/p>\n<\/figcaption><\/figure>\n<p><span><span><span><span><span><span>To support that, the Dallas-based contractor has doubled the size of its AI efforts on the development and consultancy side, including implementing tools to <\/span><\/span><\/span><\/span><\/span><\/span><a rel=\"nofollow noopener\" href=\"https:\/\/www.constructiondive.com\/news\/panelists-ai-built-by-builders-webinar\/810933\/\" target=\"_blank\"><span><span><span><span><span><span><span>automate tasks and improve predictive<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/a><span><span><span><span><span><span> analytics onsite.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>\u201cIn the field, we\u2019re using some strong predictive analytics platform called Acuity in order to really get out in front of field level issues that are coming up in real time,\u201d said Pragada. \u201cThat\u2019s been a real game changer for us. We\u2019ve got Acuity deployed across all of our end markets in the field program management work that we do.\u201d<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>Key work still revolves around data center and semiconductor projects, according to Jacobs.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>On those projects, Pragada said owners often purchase <\/span><\/span><\/span><\/span><\/span><\/span><a rel=\"nofollow noopener\" href=\"https:\/\/www.constructiondive.com\/news\/construction-materials-costs-increase-gordian\/810419\/\" target=\"_blank\"><span><span><span><span><span><span><span>large electrical equipment<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/a><span><span><span><span><span><span> directly, but still contract Jacobs with integrating them into the facility. For that reason, more wins now stretch into balance of plant construction and utility interconnections, in addition to design work. That allows Jacobs to earn fees even when major components are passed through.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>Beyond advanced facilities, Jacobs also reported <\/span><\/span><\/span><\/span><\/span><\/span><a rel=\"nofollow noopener\" href=\"https:\/\/www.constructiondive.com\/news\/jacobs-wins-california-wastewater-treatment-project\/810230\/\" target=\"_blank\"><span><span><span><span><span><span><span>strong demand in the water sector<\/span><\/span><\/span><\/span><\/span><\/span><\/span><\/a><span><span><span><span><span><span>, both in the U.S. and internationally, in the quarter. Bookings in water-related construction have posted gains over several quarters, said Venk Nathamuni, chief financial officer at Jacobs.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<h3 class=\"standard-heading\"><span><span><span><strong><span><span>Q1 numbers<\/span><\/span><\/strong><\/span><\/span><\/span><\/h3>\n<p><span><span><span><span><span><span>Jacobs reported $125.51 million in profit for its fiscal first quarter 2026 compared to a $18.13 million loss during the same period last year. Revenue for the quarter hit $3.29 billion, about a 12.3% gain from $2.93 billion a year ago.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>Backlog jumped to $26.3 billion for the full fiscal year 2025, about a 20.6% gain from $21.82 billion in fiscal year 2024, according to the earnings report.<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<p><span><span><span><span><span><span>\u201cLarger scope awards for data centers, life sciences and advanced manufacturing were the clear drivers,\u201d wrote Andrew Wittmann, senior research analyst with Baird, in a research note. \u201cNet, seemingly good demand is holding up, execution is as expected.\u201d<\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<\/p><\/div>\n<p>[ad_2]<br \/>\n<br \/><a href=\"https:\/\/www.constructiondive.com\/news\/jacobs-data-center-semiconductor-pipeline-fiscal-first-quarter-earnings\/811384\/\" rel=\"nofollow noopener\" target=\"_blank\">This article was originally posted at Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>[ad_1] Listen to the article 3 min This audio is auto-generated. 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Construction &#8230; <a title=\"AI boom boosts Jacobs\u2019 data center, semiconductor pipeline\" class=\"read-more\" href=\"https:\/\/essential.construction\/news\/ai-boom-boosts-jacobs-data-center-semiconductor-pipeline\/\" aria-label=\"Read more about AI boom boosts Jacobs\u2019 data center, semiconductor pipeline\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[457],"tags":[],"class_list":["post-34165","post","type-post","status-publish","format-standard","hentry","category-construction-dive","generate-columns","tablet-grid-50","mobile-grid-100","grid-parent","grid-33"],"_links":{"self":[{"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/posts\/34165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/comments?post=34165"}],"version-history":[{"count":0,"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/posts\/34165\/revisions"}],"wp:attachment":[{"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/media?parent=34165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/categories?post=34165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/essential.construction\/news\/wp-json\/wp\/v2\/tags?post=34165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}