Jacobs Solutions

“the partnership that we have with NVIDIA and the kind of the tech relationship down to the chip design.”

Jacobs cites a technology partnership with NVIDIA extending to chip design that informs its data-center and semiconductor facility work.

“we were selected to provide engineering, procurement, and program management services for Hut 8 Riverbend data center in Louisiana, a flagship AI high-performance computing project.”

Jacobs won EPC and program-management work for Hut 8's Riverbend AI data center, a read-through on Hut 8's large-scale data-center buildout.

“we announced an agreement with the shareholders of PA Consulting to acquire the remaining stake in the company.”

Jacobs agreed to acquire the remaining stake in PA Consulting to take ownership to 100%, deepening its digital-consulting and AI-advisory capabilities.

“we announced a partnership with NVIDIA, where we are utilizing AI enablement platforms as well as digital cleaning technology”

Jacobs partnered with NVIDIA to simulate gigawatt-scale data centers and build reference designs for NVIDIA clients, underscoring NVIDIA's role in AI data-center design ecosystems.

“That then led to our partnership with Palantir and all of the water platforms that we have developed since 2022”

Jacobs partners with Palantir on water-sector digital platforms, a read-through on Palantir's expansion into infrastructure/utility software use cases.

“being able to deliver a transformational effort for Intel as they were expanding their business model into a foundry model back in 2021 that was done through machine learning”

Jacobs cites its work helping Intel expand into a foundry model, a reference to Intel's foundry buildout as a Jacobs client engagement.

“we extended our operational intelligence agreement with United Utilities, the largest listed water company in the UK, through 2030”

Jacobs extended its AI-powered operational intelligence agreement with United Utilities through 2030, indicating continued utility-modernization spending by the UK water company.

“We also distributed the Amentum shares released from escrow to our shareholders on a pro rata basis. This represented approximately $159 million in incremental capital returns to shareholders based on the Amentum share price when declared.”

Jacobs distributed to its shareholders the Amentum shares it had held in escrow since the 2024 Amentum separation, worth about $159 million, as part of its capital-return program.

“In a new partnership with NVIDIA, we're advancing the Omniverse Blueprint to create Digital Twins of AI factories, enabling high fidelity simulations that optimize power, cooling and network systems.”

Jacobs' new partnership with NVIDIA on Omniverse-based Digital Twins of AI data centers is positioned as the reference design NVIDIA will offer its customers globally.

“starting off with Life Sciences, some large wins. We disclosed the Fuji win, talked about the Merck win.”

Management cites a large Life Sciences contract win with Fuji as a driver of second-half revenue growth, alongside the Merck oncology facility award.

“we were selected by PsiQuantum as the owner engineer for one of the world's first utility-scale quantum computing facilities in Brisbane, Australia.”

Jacobs was selected as owner's engineer for PsiQuantum's utility-scale quantum computing facility in Brisbane, Australia, part of Jacobs's push to expand its global data-center footprint.

“Life Sciences growth is being driven by broad-based investment, including a new engineering procurement and program management work for Merck's $1 billion oncology product facility in Delaware. The facility will have the capability to manufacture drugs like KEYTRUDA”

Jacobs won engineering, procurement and program management work on Merck's new $1 billion oncology manufacturing facility in Delaware, which will produce drugs including Keytruda.