AI Is Rewriting Global Power Needs, Creating a Massive Opportunity for This Engineering and Construction Company

• Fluor is simply a starring engineering, procurement, and operation institution with implicit a period of experience.

• The institution is well-positioned to capitalize connected the increasing request for analyzable infrastructure projects.

• Fluor has a backlog of $28.2 cardinal and anticipates adjacent larger task awards successful precocious 2026 and aboriginal 2027.

• 10 stocks we similar amended than Fluor ›

The surge successful artificial quality (AI) is importantly reshaping powerfulness demand. AI information centers tin devour importantly much vigor than accepted information centers, and Deloitte estimates that powerfulness request from AI information centers successful the U.S. could summation by much than 30 times by 2035.

A azygous information halfway powering AI tin devour arsenic overmuch energy arsenic a tiny city, highlighting the urgent request to code increasing powerfulness demand. Hyperscalers and different concern players are taking matters into their ain hands by bypassing grid connections and investing successful on-site earthy state turbines, substance cells, oregon different modular vigor solutions.

This presents a important accidental for companies successful the engineering and operation sector, specified arsenic Fluor (NYSE: FLR). Fluor has the expertise and standard to assistance companies navigate the analyzable permitting process, and was named a apical information halfway constructor by Data Centre mag successful 2025. Here's what investors request to cognize astir Fluor's semipermanent maturation opportunity.

Fluor offers a scope of engineering, procurement, and operation (EPC) services, serving arsenic a wide contractor for immoderate of the astir analyzable concern projects. Fluor isn't conscionable a builder; it besides designs and manages the operation of large, multibillion-dollar facilities, including lipid refineries, information centers, and mining complexes.

Its largest concern conception contiguous is municipality solutions, wherever it provides expertise successful gathering precocious exertion facilities, including AI information centers and semiconductor plants, arsenic good arsenic mining infrastructure for the vigor sector, specified arsenic copper and lithium. It besides provides vigor solutions, specified arsenic liquefied earthy state (LNG) export terminals, chemicals, and atomic powerfulness projects, arsenic good arsenic method and absorption services to the U.S. government.

Fluor makes wealth from lump-sum (fixed price) contracts on with reimbursable contracts, which see negotiated rates and fees positive costs for labour and materials. Approximately 82% of its backlog consists of reimbursable contracts, which helps support Fluor from outgo overruns owed to ostentation oregon unexpected operation delays, making its concern much unchangeable than previously.