"My next one is going to be Quant Services and their ticker symbol is PWR. Quant Services is a manpower provider and specifically they provide highly skilled labor and the highly in demand labor that is needed to connect this equipment up. So when you buy these transformers from Eaton, when you buy New Scale's big modular reactor or small modular reactor, you're going to need somebody that's capable of handling 6 gawatt of power without blowing themselves up. And Quant Services is the leading place to get that manpower. They have come out multiple times with reports saying that there is so much demand for that specialized skill in America that they just can't find enough people to do the work. And so they have a massive backlog of work that needs to be done as all this infrastructure comes online."
The commentary highlights Quant Services (PWR) as a key player supplying the critical skilled labor necessary to support the growing demand in infrastructure for AI applications. The company's massive backlog and leadership in manpower provision are seen as strong indicators of potential growth in a sector underpinning the broader AI buildout.
The $1 Trillion AI Infrastructure Shift Happening Right Now
MarketBeat
December 27, 2025
Company Opinion