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Quanta shifts 2027 capex toward power as AI server ODMs face new battleground

Quanta Computer reported strong Q3 2026 revenue and earnings, driven by AI servers, and expects operations to keep accelerating in Q4. The company is directing 2027 capital spending toward power capacity, seen as the next competitive frontier for AI server ODMs.

Read the full story at DigiTimes Asia ↗

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  1. 2026-11-12 08:56 · DigiTimes Asia
    Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs

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