Key Takeaways Comfort Systems benefits from strong data center demand, with backlog up 99.3% to $11.94B in 2025.FIX's growth is driven by modular expansion, acquisitions and 45% revenue exposure to tech markets.AECOM leverages global backlog growth and AI-driven efficiencies to boost margins and project wins.The demand for AI solutions and data center-related infrastructure is proving to be the core growth pillar for infrastructure solution providers like Comfort Systems USA, Inc. (FIX) and AECOM (ACM) . Th ...