Yahoo · Oct 10, 2026
What Quanta Services (PWR)'s Growing Data Center Focus Means For Shareholders
Earlier this month, Quanta Services said it expects data center and technology customers to contribute about 18% of its 2026 revenue, up from roughly 10% a year earlier. This shift suggests Quanta’s infrastructure business mix is tilting more toward large technology and AI-related power needs, potentially making these clients a more important driver of future contract activity and backlog composition. Next, we’ll examine how Quanta’s rising exposure to data center and tech customers could...


