Jacobs Solutions Inc. J is expanding its digital infrastructure work through a new three-year agreement with NVIDIA Corporation NVDA. Under the deal, Jacobs will deploy its Data Center Digital Twin at a major U.S. research and development facility. The project will focus on improving operational planning and facility performance at one of NVIDIA’s advanced AI R&D sites.
Jacobs’ digital twin uses NVIDIA Omniverse libraries to create a live digital representation of the facility. This allows operators to test different operating scenarios and assess facility performance in real time. By bringing engineering models, operational technology and live facility information together, the platform provides a more integrated view of infrastructure performance.
Jacobs Expands Digital Twin Capabilities for NVIDIA
The platform will support several predictive and simulation-based applications. These include dynamic power load balancing, energy forecasting, liquid coolant leak detection monitoring, predictive maintenance and operator training. It can also help teams assess how changing AI workloads may affect power availability and cooling performance.
These capabilities can help optimize facility performance while addressing energy demand and infrastructure resiliency. The digital twin combines facility data with simulation and planning tools, extending Jacobs’ role in managing the operational demands of advanced computing facilities.
Jacobs Extends Its Digital Twin Role in AI Infrastructure
Jacobs is developing the technology beyond basic visualization and simulation. AI agents can learn from facility data to identify potential conditions, suggest responses and support more autonomous optimization of AI factory operations.
Jacobs is expanding its involvement in advanced computing infrastructure across multiple markets. Alongside the NVIDIA project, the company is delivering high-performance computing environments for Hut 8 in the United States, SINES DC Campus by Start Campus in Portugal and PsiQuantum in Australia. The NVIDIA project further extends Jacobs’ use of digital twin technology across AI and data center applications.
Jacobs Stock’s Price Performance
Image Source: Zacks Investment Research
Jacobs stock has climbed 5.7% in the past three months against the Zacks Building Products - Miscellaneous industry’s 16% decline. The company is benefiting from diversified demand across data centers, semiconductors, energy and power, transportation, water and advanced manufacturing, supported by a strong backlog and project pipeline.
J’s Zacks Rank & Key Picks
Jacobs currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the Construction sector are:
Everus Construction Group ECG presently flaunts a Zacks Rank #1 (Strong Buy). The company delivered a trailing four-quarter earnings surprise of 57%, on average. ECG stock has jumped 37.4% year to date. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for ECG’s 2026 sales and EPS indicates growth of 23.4% and 32.9%, respectively, from the year-ago period’s levels.
Comfort Systems USA, Inc. FIX holds a Zacks Rank #2 (Buy) at present. The company delivered a trailing four-quarter earnings surprise of 34.6%, on average. FIX stock has surged 77.3% year to date.
The Zacks Consensus Estimate for Comfort Systems’ 2026 sales and EPS indicates growth of 42.1% and 65%, respectively, from the prior-year levels.
Quanta Services, Inc. PWR flaunts a Zacks Rank #1 at present. The company delivered a trailing four-quarter earnings surprise of 17%, on average. PWR stock has climbed 52.2% year to date.
The Zacks Consensus Estimate for Quanta’s 2026 sales and EPS indicates growth of 38.4% and 53.4%, respectively, from the prior-year levels.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.
Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Jacobs Solutions Inc. (J): Free Stock Analysis Report
Quanta Services, Inc. (PWR): Free Stock Analysis Report
NVIDIA Corporation (NVDA): Free Stock Analysis Report
Comfort Systems USA, Inc. (FIX): Free Stock Analysis Report
Everus Construction Group, Inc. (ECG): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).