{"id":282018,"date":"2026-02-09T11:13:16","date_gmt":"2026-02-09T11:13:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/282018\/"},"modified":"2026-02-09T11:13:16","modified_gmt":"2026-02-09T11:13:16","slug":"why-this-power-play-could-ride-the-ai-data-center-boom-higher","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/282018\/","title":{"rendered":"Why This Power Play Could Ride the AI Data Center Boom Higher"},"content":{"rendered":"\n<p class=\"yf-vbsvxt\">Artificial intelligence continues to take off, and hyperscalers are spending boatloads of money over the next several years to build out data centers that house these powerful algorithms. According to Goldman Sachs, hyperscalers such as Microsoft, Alphabet, Amazon, and Meta Platforms will spend $500 billion on capital expenditures this year.<\/p>\n<p class=\"yf-vbsvxt\">This massive amount of spending must go somewhere, and one theme that can be intriguing for investors is investing in <a href=\"https:\/\/www.fool.com\/terms\/p\/pick-and-shovel\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=2616402b-be33-4caf-a956-f9661cb9d21d\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:pick-and-shovel stocks;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">pick-and-shovel stocks<\/a> that stand to profit from the data center buildout, which is creating robust demand for their products or services. One industrial stock to pay close attention to is Quanta Services (NYSE: PWR). Here&#8217;s why.<\/p>\n<p class=\"yf-vbsvxt\">Will AI create the world&#8217;s first trillionaire?\u00a0Our team just released a report on the one little-known company, called an &#8220;Indispensable Monopoly&#8221; providing the critical technology Nvidia and Intel both need.\u00a0<a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=da4730de-022b-49c0-b557-e174b620224a&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000069%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_yahoo%26ftm_pit%3D18914&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=2616402b-be33-4caf-a956-f9661cb9d21d\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Continue \u00bb;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Continue \u00bb<\/a><\/p>\n<p class=\"yf-vbsvxt\">Quanta provides infrastructure solutions for power and energy and is a key partner for utility, renewable energy, and technology companies worldwide. The company operates in two reporting segments. Its electric infrastructure solutions segment is its primary revenue generator, and it focuses on modernizing the grid, constructing substations, and high-voltage transmission. In its other segment, it provides underground utility and infrastructure solutions for gas, water, and specialty pipelines.<\/p>\n<p class=\"yf-vbsvxt\">The rapid expansion of AI technology is driving a surge in electricity demand from data centers. According to estimates from IEA, U.S. data center electricity usage could grow by 133% by 2030. As a result, there is a pressing need to modernize the grid and ensure we have sufficient energy to power these data centers.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/02\/23525504d8b4b12f946454df0b59f35c.jpeg\" alt=\"Images shows a crane working on a large-scale construction site.\" loading=\"eager\" height=\"719\" width=\"960\" class=\"yf-lglytj  loaded\"\/> Image source: Getty Images.      <\/p>\n<p class=\"yf-vbsvxt\">In the past couple of years, Quanta has made several major acquisitions as it has leaned into serving more technology, data center, and semiconductor customers. The company acquired Cupertino Electric in 2024, adding a company that provides engineering, construction, and modularization services focused on the technology and data center industries.<\/p>\n<p class=\"yf-vbsvxt\">Last year, it acquired Dynamic Systems, expanding Quanta&#8217;s ability to service large load facilities such as semiconductor plants. Its efforts are paying off, as evidenced by its backlog, <a href=\"https:\/\/www.fool.com\/investing\/2025\/11\/14\/3-ai-energy-stocks-to-buy-now\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=2616402b-be33-4caf-a956-f9661cb9d21d\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:which hit a record $39.2 billion;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">which hit a record $39.2 billion<\/a> as of Sept. 30. This reflects surging demand across the utility, renewable energy, and technology sectors.<\/p>\n<p class=\"yf-vbsvxt\">One of the biggest risks for Quanta is a cutback in hyperscalers&#8217; spending. If AI fails to grow as projected or to pay off financially, companies may retreat from massive capital expenditures.<\/p>\n<p class=\"yf-vbsvxt\">With that in mind, Quanta Services plays a key role in modernizing the grid and providing power solutions for companies across the technology, renewable, and utility industries. Its services are in high demand and should benefit from long-term tailwinds as hyperscalers continue to spend big on data center infrastructure in the coming years.<\/p>\n<p class=\"yf-vbsvxt\">Before you buy stock in Quanta Services, consider this:<\/p>\n<p class=\"yf-vbsvxt\">The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a0<a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=1c3583c9-1bad-4238-b614-591a647105f4&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001181%26company%3DQuanta%2520Services%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18781&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=2616402b-be33-4caf-a956-f9661cb9d21d\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 best stocks;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 best stocks<\/a> for investors to buy now\u2026 and Quanta Services wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p class=\"yf-vbsvxt\">Consider when Netflix made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $443,299!* Or when Nvidia made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, you\u2019d have $1,136,601!*<\/p>\n<p class=\"yf-vbsvxt\">Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 914% \u2014 a market-crushing outperformance compared to 195% for the S&amp;P 500.\u00a0Don&#8217;t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n<p class=\"yf-vbsvxt\"><a class=\"link \" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=1c3583c9-1bad-4238-b614-591a647105f4&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D8867%26source%3Disaeditxt0001181%26company%3DQuanta%2520Services%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18781%26ftm_veh%3Darticle_pitch_feed_yahoo%26company%3DQuanta%2520Services&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=2616402b-be33-4caf-a956-f9661cb9d21d\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 10 stocks \u00bb;elm:context_link;itc:0;sec:content-canvas\">See the 10 stocks \u00bb<\/a><\/p>\n<p class=\"yf-vbsvxt\">*Stock Advisor returns as of February 8, 2026. <\/p>\n<p class=\"yf-vbsvxt\"><a href=\"https:\/\/www.fool.com\/author\/20324\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Courtney Carlsen;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Courtney Carlsen<\/a> has positions in Alphabet and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Goldman Sachs Group, Meta Platforms, Microsoft, and Quanta Services. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">disclosure policy<\/a>.<\/p>\n<p class=\"yf-vbsvxt\"><a href=\"https:\/\/www.fool.com\/investing\/2026\/02\/08\/beyond-the-chips-why-this-power-play-could-ride\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Beyond the Chips: Why This Power Play Could Ride the AI Data Center Boom Higher;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Beyond the Chips: Why This Power Play Could Ride the AI Data Center Boom Higher<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Artificial intelligence continues to take off, and hyperscalers are spending boatloads of money over the next several years&hellip;\n","protected":false},"author":2,"featured_media":282019,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,44140,3132,3468,85,46,70772,5536,125],"class_list":{"0":"post-282018","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-capital-expenditures","12":"tag-data-centers","13":"tag-goldman-sachs","14":"tag-il","15":"tag-israel","16":"tag-quanta-services","17":"tag-renewable-energy","18":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/282018","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=282018"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/282018\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/282019"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=282018"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=282018"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=282018"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}