Morning Overview on MSN
The lead time for a high-power grid transformer just stretched from 30 months to 5 years — bottlenecking every new AI data center trying to connect
A utility in Virginia recently told a data-center developer that the high-power transformer needed to energize its planned campus would not arrive for five years. The developer had budgeted for ...
Power developers are procuring transformers early and at a premium to mitigate a supply shortage expected to continue for several years.
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