Nvidia's Jensen Huang Highlights Skilled Trades' Role in AI Infrastructure; Quanta Services Reports $48 Billion Backlog
Nvidia CEO Jensen Huang emphasized the importance of skilled labor such as electricians and grid crews for building out artificial intelligence infrastructure, rather than just focusing on chips. This perspective has benefited specialty contractor Quanta Services (PWR), which reported a record backlog of $48.5 billion.
Topics: AI data centers electricity grid specialty contractors