Core Viewpoint - The AI data center boom is creating unexpected winners in the engineering construction sector, exemplified by Jacob Solutions, which is experiencing significant growth due to its data center exposure [1]. Company Overview - Jacob Solutions has been involved in the data center space since 2007, initially focusing on conventional data centers and evolving into AI data centers, which are more complex and require specialized expertise [3][4]. - The company successfully navigated a complicated merger breakup last year and has continued to grow since then, with both Jacob Solutions and the new company Amentum performing well [5][6]. Data Center Business - Jacob Solutions is one of the few companies capable of building AI data centers, which are complex facilities that require a deep understanding of various systems [2][4]. - The company has developed a digital twin technology that allows for the simulation of data center operations, optimizing power and cooling requirements, which can lead to cost savings for customers [7][10]. Technological Integration - The digital twin technology integrates various components of the data center, such as compute load and utility requirements, allowing for better design and operational efficiency [8][10]. - Jacob Solutions collaborates with companies like Nvidia to create reference designs for large facilities, ensuring that the infrastructure can support rapid innovations in computing technology [8][11]. Power Management - The company assesses the power requirements for data centers and explores various power sources, including grid connections and alternative sources like nuclear and LNG, to ensure adequate supply [12][13]. - Jacob Solutions is adept at managing the complexities of power needs, including the use of batteries during peak loads, which is crucial for the operation of large data centers [13][14].

Company Overview - Edge Total Intelligence Inc. (edgeTI) has been recognized for the second consecutive year in the Gartner Hype Cycle for Defense, 2025, as a Sample Vendor in the Digital Twins category [1][4] - The company offers a digital operations software platform called edgeCore™, which integrates multiple software applications and data sources into a cohesive Digital Twin experience [7] Industry Insights - The defense landscape is being shaped by rapid technological advancements, complex geopolitical tensions, and the need for operational agility [2] - Modern defense organizations require innovative solutions to enhance operational readiness and warfighting capabilities while ensuring secure integration across multidomain environments [2] Digital Twin Technology - A digital twin is defined as a software-based model that represents the state of an asset, person, or organization, incorporating real-time data and business process logic to optimize outcomes [4] - Digital twin elements include models, data, one-to-one associations, and near-real-time monitorability, often utilizing analytics, 3D, CRM, or IoT technologies [4] Company Achievements - The CEO of edgeTI, Jim Barrett, expressed excitement over the recognition by Gartner, emphasizing the importance of agility for defense organizations to meet mission goals [4] - The company has been providing solutions to armed services for over twenty years, helping them achieve mission objectives [4]

Industry Overview - The oil and gas industry is undergoing a significant digital transformation driven by artificial intelligence (AI), which is enhancing efficiency, output, and safety amid rising costs and market unpredictability [1] - Major companies are rapidly adopting AI technologies to gain competitive advantages that were previously unattainable [1] BP's AI Strategy - BP has established a decade-long partnership with Palantir Technologies to create a digital twin of its global oil and gas infrastructure, integrating data from over two million sensors for real-time asset management [2] - A new five-year agreement with Palantir allows BP to utilize AI for faster decision-making, optimizing operational performance and production while minimizing errors [3] Chevron's AI Implementation - Chevron employs AI-powered drones in collaboration with Percepto to monitor shale operations, significantly reducing the need for manual inspections and enhancing safety [4] - The use of drones has led to a notable reduction in downtime and improved production reliability, alongside advanced machine learning models to optimize drilling parameters [5] ExxonMobil's Autonomous Drilling - ExxonMobil is pioneering autonomous drilling technology, claiming to be the first to implement AI-based closed-loop drilling automation in deepwater fields, enhancing safety and reducing costs [6] - The company also applies machine learning in its Permian Basin operations to optimize production and minimize downtime [7] TotalEnergies' AI Initiatives - TotalEnergies has partnered with Mistral AI to establish an innovation hub focused on improving industrial performance and energy efficiency while cutting emissions [9] - AI tools are being deployed across both upstream and downstream operations, aiding in predictive maintenance and emissions management [10] Conclusion on AI's Role - AI is now a fundamental necessity in the oil and gas sector, providing tangible improvements in safety, efficiency, and profitability for companies like BP, Chevron, ExxonMobil, and TotalEnergies [11] - The ability of AI to process large data sets and optimize operations is crucial for maintaining competitiveness in a complex energy landscape [12]