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Quanta’s AI-linked earnings outlook
Barron's reports Quanta expects data-center and tech players to account for about 18% of 2026 revenue, versus 10% in 2025.
TLDR
Barron's argues Quanta’s AI-fueled earnings surge is just getting started. It reports that Quanta expects data center and tech players to account for about 18% of its 2026 revenue, up from 10% a year earlier.
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