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#

Bernstein Upgrades Quanta Services $PWR to Outperform, Raises PT to $775 from $748 • Sees EPS growing at ~25% CAGR vs. ~15% expected by the Street • Says the AI data center bottleneck is shifting from power availability to skilled labor, an area where Quanta has scale • Large transmission project pipeline has grown ~25% to $170B since 2025 • Expects higher-value transmission, MEP and fabrication work to support margin expansion • Forecasts ~$15B of free cash flow through 2030, giving $PWR more capacity for acquisitions and expansion Analyst: Chad Dillard

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#

$PWR | Bernstein SocGen Group 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗤𝘂𝗮𝗻𝘁𝗮 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 from Market Perform to 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺, raises PT to $𝟳𝟳𝟱 from $𝟳𝟰𝟴 Analyst sees improving fundamentals, labor scarcity, transmission growth, margin expansion and M&A supporting 25% EPS CAGR.

We're proud to see our QUANTA X1 Pro wheeled bimanual robot deployed at Lululemon’s Wuhan Distribution Center, which officially opened on September 16. Developed by @lululemon in partnership with @SFlogistic , the center uses automated equipment and end-to-end RFID-enabled processes. On the logistics line, QUANTA X1 Pro handles and organizes parcels as part of daily operations. Following our live dual-arm logistics demonstration at WRC, QUANTA X1 Pro is now working in a real warehouse environment. #EmbodiedAI# #Robotics# #SmartLogistics#

12 executives from TSMC, Quanta, MediaTek, Foxconn, ASUS, Delta, and more sat down ahead of Jensen Huang's GTC Taipei keynote to lay out the AI infrastructure from silicon and racks to agentic factories and physical robots. Conversations cover real roadmaps and real results. Taiwan helped build the PC era. Discover how they’re building the AI era. Watch NVIDIA GTC Live Taipei pregame show, presented in Mandarin with English subtitles.

In the 1970s, the four-color theorem was controversially solved with the help of computers. A new algorithm produced this year has improved it in some interesting ways that offer new insights into the nature of graphs. Get the full story on The Quanta Podcast:

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.