How a Construction Company Outperformed NVIDIA

This construction company builds AI infrastructure.

And outperformed NVIDIA stock.

Real estate and construction are cyclical sectors, impacted by many macro factors.

While many asset classes in Europe and the US have been lagging and underperforming post COVID, the Tech frenzy around AI and the COVID e-commerce boom drove Sterling Infrastructure, Inc.'s 5-year run and proves a point many of us are missing:

AI will have a major impact on the core of our industry, our assets and projects.

But what does Sterling Infrastructure do?

➡️ E-infrastructure Solutions: Site development services for data centers, manufacturing, e-commerce distribution centers, and others.
➡️ Transportation Solutions: Infrastructure projects for highways, roads, bridges, airports, ports, rail, and others.
➡️ Building Solutions: Concrete foundations for residential, parking structures, and other concrete work.

I think Sterling Infrastructure’s performance is an example that shows how much impact technological developments have on our sector.

The whole discussion is around how AI changes real estate workflows, while it should also be more focused on what and how we actually build:

1️⃣ Building designs → On-site computing demand will increase, and impact space allocation.
2️⃣ Asset and cost allocations → Site improvement and infrastructure works are becoming more relevant.
3️⃣ Asset risk factors → Power or water capacity is already an issue for some asset classes, driven by computing or automation demands.
4️⃣ Project partners → Tech-driven businesses become core clients with specific demands, or project partners with key advantages.

Question is: which of these shifts are you already planning for?


Disclaimer: This content is for educational and informational purposes only and should not be construed as financial, investment, or professional advice. Any mention of specific companies or securities is for illustrative purposes only. Please consult with qualified professionals before making investment decisions.



Sources: Google Finance, Sterling Infrastructure

#AI #RealEstate #Innovation #Technology