- Entry
- $439.68
- Final
- $560.63 +27.5%
- Target
- —
- Score
- +1.00
AI is hungry. It needs power, lots of it. But the US power grid is old. It wasn’t built for data centers that drink electricity like water. That’s the bottleneck. Quanta Services (PWR) is the uncorker. They don’t build the AI chips. They don’t run the servers. They build the stuff that powers the stuff. Transmission lines. Substations. Underground cables. If electrons need to move from point A to point B, Quanta builds the road. Why them? Scale. The grid …
— ORIGINAL POST ·
infrastructure giant with a $40B backlog
· r/investing
· Jan 5, 2026