Quanta Computer
The hyperscalers' original ODM — racks straight to Meta, Google and AWS.
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Quotes are delayed/indicative; research only, never investment advice.
Quanta (and its QCT arm) pioneered the ODM-direct model: hyperscalers design, Quanta builds. It remains a top manufacturer of AI training racks for US cloud companies, with GB200 programs driving record 2025 revenue.
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Record reviewed as of 2026-01-15 — see Methodology.