BREAKING
Transformer Shortage Hits AI Buildout
0
wks
Gen step-up lead time
0
wks
Power transformer lead time
0
%
Demand growth 2019-2025
Electrons, Not Chips
0
GW
Planned 2026
0
GW
Under construction
0
%
Delay/cancel risk
0
Imports 2022
0
Imports Oct 2025
0
%
China US market share
Under 10% of Cost, 100% of Delay
AI NEWS BLITZ
A century-old device is now the biggest bottleneck for US AI data centers.