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Chad Dillard (Bernstein) tells CNBC Power Lunch Quanta Services is the 800-pound gorilla in high-voltage transmission and Eaton is well positioned for 800-volt data centers.
They're an 800 pounder gorilla, basically in the room. But you've also got Eden as well.
Chad Dillard (Bernstein) tells CNBC the data-center project pipeline has tripled to ~300 GW, nearly as much power as the US consumes.
the pipeline of projects have increased by 3x for data centers just to put some numbers around it.
Nasdaq since this was said: ▼ -1.1% · 26,803 → 26,507 · as of 2026-09-04
Chad Dillard (Bernstein) tells CNBC stranded/cancelled data-center capacity has held steady at ~11% despite the Texas and New York hookup moratoriums.
11% of stranded capacity that's, you know, been existing over the last, you know, couple of months, that really hasn't changed.
Nasdaq since this was said: ▼ -1.1% · 26,803 → 26,507 · as of 2026-09-04
Chad Dillard (Bernstein) tells CNBC the opportunity is massive and investors should own the companies solving the power and labor bottlenecks of data-center construction.
the quantum of opportunity is absolutely massive. And we're still, you know, short labor, we're still short power.
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