The demand for data centers and related infrastructure to support the artificial intelligence boom continues to balloon, leaders of major public construction firms said in the latest round of earnings calls.

With some election-related fog clearing, builders have more insight into the priorities of President Donald Trump, as well as other new administrations around the world. However, amid a frequently shifting tariff environment, some clients are awaiting more market clarity before forging ahead on projects.

Nonetheless, many state DOTs are still flush with cash from the 2021 Infrastructure Investment and Jobs Act, and are rushing to get shovels in the ground while funding is still available.

Read on for our full roundup of earnings coverage below.