On May 20, 2026, market analysis identified Sterling Infrastructure as a beneficiary of ongoing artificial intelligence expansion.
The company combines site development with electrical services for hyperscale data centers. This approach, bolstered by the acquisition of CEC, secures joint project awards ahead of schedule.
Mission-critical projects, such as data centers and semiconductor facilities, account for over 90% of the E-Infrastructure segment's backlog.
In the first quarter of 2026, Sterling's combined backlog surged 131% year-over-year. The backlog reached $5.2 billion, providing future revenue visibility in high-demand sectors.