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Jacobs Solutions is rallying following the announcement earlier this week that the company secured a sole-source EPCM contract to deliver a second AI data center campus for Hut 8. This major infrastructure win has positioned the firm as a key beneficiary of the ongoing multi-billion dollar AI power buildout, fueling investor optimism regarding its engineering and construction services. While the stock is roughly flat in pre-market action today, this follows a strong 5.1% gain in the previous session as the market continues to digest the long-term growth implications of its expanding role in the energy and data center space.