Quanta’s new guidance floor is above their old ceiling. Not a beat, a full range shift. Backlog: $53.4B, up 49% year over year. This is the company that builds the wires and substations. The constraint was never just chips. $PWR #GRID# #infrastructure#

AI server giant Quanta Computer plans to raise up to US$2.2 billion (NT$71.2B) through a GDS (Global Depositary Share) offering in Luxembourg, media report, the biggest overseas fundraising by a Taiwan firm in nearly 20-years, media report, with the funds to be used for factory construction, component and materials purchases, more. $NVDA $AMZN $GOOGL $MSFT $META #Quanta# #AIservers#

When you buy $10,000 of the Dan Ives Wedbush AI Power & Infrastructure ETF $IVEP, here's how much of each stock you're buying: $550 of Bloom Energy $BE $430 of Quanta Services $PWR $421 of GE Vernova $GEV $416 of Coherent $COHR $413 of Vertiv $VRT $399 of Eaton $ETN $397 of Schneider Electric $SBGSY $383 of Equinix $EQIX $376 of Williams Companies $WMB $366 of Siemens Energy $SMERY $365 of Southern Company $SO $357 of NextEra Energy $NEE $357 of Johnson Controls $JCI $353 of Monolithic Power Systems $MPWR $340 of Dominion Energy $D $336 of Constellation Energy $CEG $334 of Vistra $VST $332 of Digital Realty Trust $DLR $327 of Kinder Morgan $KMI $324 of American Tower $AMT $324 of nVent Electric $NVT $291 of Baker Hughes $BKR $287 of Talen Energy $TLN $272 of Cameco $CCJ $264 of Hubbell $HUBB $247 of NRG Energy $NRG $220 of BWX Technologies $BWXT $212 of Southern Copper $SCCO $157 of NuScale Power $SMR $119 of Willdan Group $WLDN Disclosure: @WedbushFunds is a WOLF Financial partner. This post is for informational purposes only, not investment advice.

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Qubitor $QBT is a Base-launched post-quantum security ecosystem built around the next migration in crypto security. CA: 0x24D621B1f5f1CF295313C88dC331012140e52D54 The first focus is the account and operations layer: wallets, smart accounts, bridge controls, admin keys, sequencer/operator keys, governance, and upgrade authority. Qubitor Network is developing a post-quantum execution layer track with PQ-native accounts, ML-DSA verification, and no-default-EOA architecture. Quanta Wallet is the official wallet/account layer owned and maintained by Qubitor, built for smart accounts, safer key management, hybrid signing paths, recovery, and future post-quantum upgrades. Quantum resistance is not a single switch. It is a full-stack migration. Liquidity Lock: - Liquidity is locked for 365 days and will be extended 3 months before unlock. Qubitor Foundation: - 3.33% supply locked for 3 months. This allocation is reserved for Tier 1 CEX listing preparation. - 3.33% supply locked for 6 months. This allocation is reserved for ecosystem expansion after launch. Qubitor's direction goes beyond the first market phase, with focus on account-layer security, stronger wallet infrastructure, safer signer models, recovery systems, key rotation, and future post-quantum readiness. This work needs room to grow properly. It involves development, testing, integrations, audits, infrastructure support, and long-term planning. - 3.33% supply locked for 1 year. This is Qubitor's long-term strategic reserve. It is reserved for bigger growth phases such as major partnerships, exchange expansion, market-making support, ecosystem incentives, audits, product development, wallet infrastructure, marketing, grants, and future integrations. The lock keeps this allocation out of early circulation while giving Qubitor room to support larger opportunities when the ecosystem is ready.

Nvidia CEO Jensen Huang said the company plans to invest about $150 billion a year in Taiwan, showing how important the country has become to the global AI industry. Speaking at the launch of Nvidia’s new Taiwan headquarters project in Taipei, Huang said Taiwan is “the center of the AI industry” “We went from spending $10 billion or $15 billion a few years ago to about $100 billion today, and soon it will be $150 billion a year,” Huang said. Taiwan plays a major role in Nvidia’s business because many of its key manufacturing partners are based there, including TSMC, Foxconn, Wistron, and Quanta. The announcement also comes shortly after AMD revealed plans to invest more than $10 billion into Taiwan’s AI sector

Quantum resistance is more than choosing a new signature algorithm. We explore how FIPS 205 turns SPHINCS+ into the standardized SLH-DSA, and how CertiK's work reviewing Quranium's implementation highlights the practical challenges of secure adoption. Read more👇

Quantum computing is making headlines, but the bigger story is what comes next. In a recent interview on @jimcramer's @MadMoneyOnCNBC, IBM Chairman and CEO Arvind Krishna discusses how quantum can help unlock breakthroughs across materials, medicine, energy and more. Read the full conversation: