Digitimes November 12, 2026 By Lily Hess positive

Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs

AI / LLMData Center

Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company also forecasts another growth year in 2027, planning capital expenditure (capex) of NT$40 billion (US$1.21 billion) to NT$45 billion, although it says spending will begin to moderate.

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Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs

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