Barclays projects annual AI infrastructure spending to exceed $1 trillion, $300 bn above consensus, peaking in 2028.
Over 400 firms identified; Barclays highlights ten EPC companies as primary beneficiaries of AI data‑center build‑out.
EPC firms include Quanta Services, EMCOR, MasTec, AECOM, Api Group, Sterling Infrastructure, Jacobs Solutions, IES Holdings, Fluor, Tutor Perini.
Article published by Investing.com on 22‑Apr‑2026, also citing Reuters copyright.