Jacobs Solutions and NVIDIA Enhance AI Factory Digital Twins
Jacobs Solutions Inc. (J) has partnered with NVIDIA Corporation (NVDA) to enhance data centers through NVIDIA’s Omniverse Blueprint for AI factory digital twins. This collaboration aims to streamline design, simulation, deployment, and operations in AI factories.
Overview of the Jacobs & NVIDIA Partnership
This strategic alliance will benefit engineering teams by enabling them to design, simulate, and optimize factories in realistic virtual environments. Early issue detection and the creation of more efficient and dependable facilities are significant advantages.
Jacobs will enhance the end-to-end workflow of this blueprint, focusing on accurate simulations of facility equipment effectiveness, throughput, and resilience. The initiative will combine the design and simulation of billions of components to create digital twins of AI factories, facilitating new integrations across power, cooling, and network systems.
Jacobs’ Achievements in Data Center, Energy & Water Sectors
For over ten years, Jacobs has utilized digital twin technologies for clients in water and transportation. Its expertise is now in high demand globally, establishing its market presence.
In the U.S., Jacobs serves as the program manager and engineer for Xcel Energy’s multi-billion-dollar program focused on transmission and distribution reliability. The company is also involved in designing and managing a new wastewater reuse system for data centers in central Virginia. In Portugal, Jacobs is developing a 1.2-gigawatt AI-scale data center powered by renewable energy and featuring a zero-water cooling system at the SINES DC Campus by Start Campus.
Additionally, Jacobs collaborates with PsiQuantum in Australia, providing master planning and engineering services for one of the largest utility-scale, fault-tolerant quantum computers.
Performance of Jacobs Solutions Stock
Jacobs’ stock has declined by 0.4% over the past three months, contrasting with a 5.9% drop in the Zacks Technology Services industry.
Image Source: Zacks Investment Research
Current global market uncertainties, influenced by new tariff regulations and inflation, could affect the company’s performance, particularly in relation to supply chain challenges. However, Jacobs’ client-focused approach and growing public infrastructure demands are likely to foster long-term growth.
Jacobs’ trailing twelve-month return on equity (ROE) of 15.7% underscores its focus on shareholder value, outperforming the industry’s negative 15.6%. This indicates greater efficiency in utilizing shareholders’ funds compared to its peers.
Jacobs’ Zacks Rank and Notable Stock Picks
Jacobs holds a Zacks Rank #3 (Hold).
Exploring better-ranked stocks within the Business Services sector reveals Sezzle, Inc. (SEZL), currently rated Zacks Rank #1 (Strong Buy). The company boasts an average trailing four-quarter earnings surprise of 159.2%, and its stock has surged 130.1% year-to-date. Projections indicate Sezzle’s 2025 sales and earnings per share (EPS) will grow by 61.7% and 75.8%, respectively.
AppLovin Corporation (APP) also carries a Zacks Rank #1, with an average trailing four-quarter earnings surprise of 24.4%. Its stock has appreciated by 12.4% year-to-date, with sales and EPS estimates for 2025 suggesting growth of 24.3% and 85.3% from the previous year.
