Hyperscalers Invest Heavily in Data Centers, Boosting Key Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 07 2026
0mins
Source: Yahoo Finance
- Infrastructure Investment Surge: Hyperscalers are projected to spend $700 billion on data center capital expenditures this year, creating a generational investment cycle in power generation and grid modernization, which significantly benefits companies like Quanta Services, Vertiv, and Eaton by enhancing market demand and growth potential.
- Quanta Services Acquisitions: Quanta Services has strategically acquired Cupertino Electric for approximately $2 billion, enhancing its low-voltage electrical engineering capabilities tailored for the tech sector, which is expected to further solidify its leadership position in the data center infrastructure market.
- Vertiv Order Growth: Vertiv experienced a staggering 252% year-over-year growth in organic orders in Q4, with total backlog exceeding $15 billion, reflecting strong demand from hyperscalers for its prefabricated infrastructure solutions, and projecting an organic sales growth of about 28% by 2026.
- Eaton Project Expansion: Eaton's acquisition of Boyd Thermal last year supports its
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Analyst Views on PWR
Wall Street analysts forecast PWR stock price to fall
17 Analyst Rating
12 Buy
5 Hold
0 Sell
Moderate Buy
Current: 560.120
Low
424.00
Averages
487.00
High
540.00
Current: 560.120
Low
424.00
Averages
487.00
High
540.00
About PWR
Quanta Services, Inc. is a provider of infrastructure solutions for the electric and gas utility, power generation, large load center, manufacturing, communications, pipeline and energy industries. It provides design, engineering, procurement, construction, upgrade, repair and maintenance services for industries, including electric power transmission and distribution networks; substation facilities; wind, solar, gas power generation, transmission and battery storage facilities; low voltage electrical, mechanical, plumbing and process infrastructure for large load centers, such as data center, advanced manufacturing, healthcare, pharmaceutical and industrial facilities; communications and cable multi-system operator networks; gas utility systems; pipeline transmission systems and facilities; and downstream industrial facilities. Its segments include Electric Infrastructure Solutions (Electric) and Underground Utility and Infrastructure Solutions (Underground and Infrastructure).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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