{"city":"Taoyuan","name":"Quanta Computer","slug":"quanta-computer","facts":[{"date":"2026-08-29","type":"partnership","value":"Quanta Computer invested in PASQAL's 2026 private financing","source":"FrenchWeb"},{"date":"2026-08-29","type":"funding_round","value":"Quanta Computer participated as an investor in PASQAL's 2026 private financing","source":"FrenchWeb"},{"date":"2026-08-27","type":"contract","value":"Expanded its Bloom Energy onsite-power agreement by more than 150%","source":"Bloom Energy"},{"date":"2026-08-01","type":"setback","value":"Notebook shipments fell nearly 38% sequentially in July 2026, highlighting concentration and mix risk outside the scored server domain","source":"digitimes.com"},{"date":"2026-08-01","type":"revenue","value":"January-August 2026 revenue","source":"quantatw.com"},{"date":"2026-08-01","type":"revenue","value":"August 2026 monthly revenue","source":"quantatw.com"}],"peers":[{"name":"Foxconn","rank":37,"slug":"foxconn","score":"92"},{"name":"Dell Technologies","rank":38,"slug":"dell-technologies","score":"92"},{"name":"Celestica","rank":47,"slug":"celestica","score":"90"},{"name":"Supermicro","rank":77,"slug":"supermicro","score":"86"}],"stage":null,"state":null,"aliases":["2382.TW","QCT","Quanta","Quanta Cloud Technology","廣達電腦"],"country":"Taiwan","domains":[{"why":"Quanta manufactures AI servers and, through QCT, supplies integrated GPU, CPU, inference and storage racks for AI data centers.","list":"AI Infra 100","rank":65,"tier":"member","layer":"Data center build & operate","total":88,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":8,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":6,"production":10,"technology":8},"edition":"November 2026","segment":"Servers, racks & system integration"},{"why":"QCT announced a physical-AI development kit with Techman Robot using NVIDIA's robotics stack, indicating that it supplies compute and control infrastructure for industrial robotics applications.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":47,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":1,"position":5,"progress":7,"firepower":1,"commercial":10,"deployment":6,"production":10,"technology":3},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-11","header":"The U.S. International Trade Commission opened a Section 337 patent investigation into 20 companies over vertical power-delivery systems.","outlet":"Yicai"},{"date":"2026-08-29","header":"PASQAL's 2026 private financing included Parkway, Quanta Computer, LG Electronics, and CMA CGM.","outlet":"FrenchWeb"},{"date":"2026-08-27","header":"Quanta Computer expanded its Bloom Energy onsite-power agreement by more than 150%.","outlet":"Bloom Energy"},{"date":"2026-06-01","header":"QCT and Techman Robot are developing a physical-AI kit for industrial robot training and the TM Xplore I humanoid.","outlet":"NVIDIA blogs"},{"date":"2026-06-01","header":"QCT is using NVIDIA Omniverse digital twins to accelerate AI-factory planning.","outlet":"NVIDIA blogs"},{"date":"2026-03-25","header":"Arm AGI CPU systems are available from four OEM and ODM partners, with broader availability planned for the second half of 2026.","outlet":"Electronics Weekly"}],"website":"quantatw.com","category":"AI Infra · Data center build & operate","categories":[{"name":"Servers, racks & system integration","domain":"AI Core","parent":"AI Infra · Data center build & operate"},{"name":"Corporate & strategic venture","domain":"Investment Houses","parent":"Institutional & Funds"},{"name":"Compute & controllers","domain":"Robotics","parent":"Robotics · Components"}],"last_round":null,"updated_at":"2026-10-25T23:18:47.108753+00:00","facts_total":20,"positioning":"Quanta Computer is a publicly listed Taiwanese ODM whose QCT arm designs, manufactures, integrates and services AI servers, storage, networking and full rack-scale systems for hyperscale and enterprise infrastructure. Quanta reported NT$2.12 trillion of consolidated revenue in 2025, with server activity contributing roughly 70% of sales, and QCT showcased NVIDIA Vera Rubin, Groq, BlueField-4 storage and Spectrum-6 rack systems at Computex on Jun-26. Its ecosystem reach includes NVIDIA, AMD, Arm, Oracle, Corning, LITEON, Dassault Systèmes and Techman Robot; the open question is whether rapid AI-server growth can translate into durable margins as memory costs and hyperscaler concentration increase.","sub_category":"Servers, racks & system integration","signals_total":13,"url":"https://www.frontiertechintelligence.com/companies/quanta-computer","title":"Quanta Computer · ai core, Taoyuan, Taiwan · scores, facts and signals · Frontier Tech Intelligence","description":"Quanta manufactures AI servers and, through QCT, supplies integrated GPU, CPU, inference and storage racks for AI data centers. AI Infra 100 rank 65 (score 88) 13 signals and 20 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}