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Scott Levine, The Motley Fool
Tue, April 21, 2026 astatine 4:25 AM CDT 3 min read
From companies similar CoreWeave and Nebius Group, which ain and run information centers, to Nvidia, which supplies graphics processing units (GPUs), respective tech companies predominate the market's absorption connected information halfway development.
But measurement distant from the tech sector, and you'll find different companies contributing to the improvement of information halfway infrastructure -- under-the-radar companies that supply fantabulous opportunities for those funny successful expanding their artificial quality (AI) investments.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected the 1 little-known company, called an "Indispensable Monopoly" providing the captious exertion Nvidia and Intel some need. Continue »
Helping companies from assorted industries make their infrastructure projects, Fluor (NYSE: FLR) has implicit 100 years of acquisition gathering everything from toll roads to uranium enrichment facilities to information centers.
And it's not arsenic if Fluor's acquisition with processing information halfway projects has been a flash successful the pan. In 2025, Data Centre Magazine named Fluor arsenic the apical operation institution for gathering information centers, characterizing the institution arsenic "a planetary standard-bearer for information centre megaprojects, deploying blase engineering and operation solutions worldwide."
Most recently, Fluor announced it had signed an statement with TeraWulf, a developer of large-scale AI infrastructure projects, to physique a 480-megawatt information halfway successful Kentucky. The institution didn't supply fiscal details of the agreement, but 1 estimation pegs the task astatine $3 cardinal to $4 billion.
Fluor doesn't interruption retired the circumstantial gross from information centers, but it's worthy noting that its information halfway concern is portion of the municipality solutions segment, which accounted for much than 59% of Fluor's 2025 revenue.
Management recognizes information halfway projects arsenic a important maturation opportunity. On the company's fourth-quarter 2025 league call, CEO Jim Breuer said:
We proceed to beryllium precise funny successful information centers. We are pursuing information halfway work. We person 2 precise bully opportunities, 1 successful the U.S. for a ample project, 1 successful Europe for task absorption services that we're successful precocious negotiations.
Companies are making monolithic investments successful information centers successful enactment of their AI ambitions, and the inclination is expected to continue. According to probe from The Motley Fool, companies spent $1 trillion connected information centers past year, and planetary spending is expected to emergence to $4 trillion by 2030.
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