AI's Invisible Wall: Half of US Data Centers Stalled by Transformer Famines and China's Grip
Picture vast Texas fields dotted with skeletal data centers, frozen mid-build. AI's explosive growth slams into a mundane bottleneck: power transformers taking five years to arrive.
⚡ Key Takeaways
- Half of 2025 US data center projects delayed or canceled due to power equipment shortages.
- Transformer lead times hit 5 years, far exceeding AI deployment cycles.
- China dominates 30-40% of critical imports; US reshoring falls short.
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Originally reported by Tom's Hardware - AI
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