US power firms scramble for transformers and turbines as data centres strain supply
AI Today Summary
US power companies are facing significant delays in obtaining critical electrical equipment like transformers, turbines, and switchgear due to increased demand driven by AI data centers and other sectors. Lead times for large transformers have extended from months to several years, causing project delays and cancellations. The shortage is attributed to limited production capacity, supply chain constraints, and high demand from data centers and electrification efforts.
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