Bernstein has upgraded Quanta Services, citing a structural shift in the labour market as data centre construction draws skilled electrical workers away from traditional utility and industrial projects. The upgrade reflects expectations that the contractor's specialised workforc…
Bernstein Upgrades Quanta Services on Data Centre Labour Shift
Bernstein has upgraded Quanta Services, citing a structural shift in the labour market as data centre construction draws skilled electrical workers away from traditional utility and industrial projects. The upgrade reflects expectations that the contractor's specialised workforce will command higher margins as demand for AI infrastructure accelerates.
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