Comfort Systems USA Surges 132% in 2025, Outpacing Chip Giants NVDA, AVGO, and AMD in AI Data Center Boom

Comfort Systems USA, a leading HVAC provider, has seen its tech demand skyrocket due to the AI data center boom. Its revenue has tripled to $2.7 billion in the first nine months of 2025, with a record backlog of $9.4 billion, up 65% from last year. The company's modular construction method allows for faster and cheaper construction, attracting data center customers. Shares have returned 132% on the year, outperforming NVIDIA, Broadcom, and AMD. Investors should consider the potential for continued strong gains, but the stock's run may be overextended.