Power transformers with five-year lead times have become the real bottleneck for AI data centers, threatening half of planned US projects by 2026.

Artificial intelligence has created an unexpected problem. Training and running increasingly sophisticated AI models requires enormous computing power, and the data centres…

Power transformers with five-year lead times have become the real bottleneck for AI data centers, threatening half of planned US projects by 2026.

AI data-centre demand has pushed transformer, turbine and switchgear lead times into years, forcing US utilities to fight for scarce factory slots.