Rolls-Royce is benefiting from two major investment trends reshaping the global market: surging defense spending and rapid AI-driven data center expansion. The engineering company currently expects potential operating profit for the year to be between 4.7 billion and 4.9 billion pounds, higher than the previous guideline of 4 billion to 4.2 billion pounds. CEO Tufan Erginbilgic said the company is already discussing power systems and small modular reactors with hyperscale data center operators and is expected to seek internal approval of a major customer framework agreement.

Rolls-Royce is benefiting from two major investment trends reshaping the global market: surging defense spending and rapid AI-driven data center expansion. The engineering company currently expects potential operating profit for the year to be between 4.7 billion and 4.9 billion pounds, higher than the previous guideline of 4 billion to 4.2 billion pounds. CEO Tufan Erginbilgic said the company is already discussing power systems and small modular reactors with hyperscale data center operators and is expected to seek internal approval of a major customer framework agreement.