The Unseen Builders of AI Infrastructure As the world shifts towards an era of artificial intelligence driven computing, one sector has flown largely under the radar: construction and engineering services for data centers and other AI enabled infrastructure.
While investors focus on tech companies that promise to disrupt the status quo, a thriving industry is laying the physical foundations – and providing a crucial underpinning – for technological advancements.
Legence Corp. , previously unknown until its recent mention in Baron Small Cap Fund's Q2 2026 investor letter, has been quietly benefiting from this trend.