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US power companies face long waits for transformers amid data center surge

US power companies face equipment shortages and longer lead times as ai data center demand strains transformer supplies and raises costs. The post US power companies face long waits for transformers…

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reuters1d agoen

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ft.com·1d ago

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ig.ft.com·1d ago

Taiwan’s Fortune Electric AI data center transformer orders surge | Taiwan News | Jun. 12, 2026 15:35

US cloud providers fuel transformer demand and remains largest market

taiwannews.com.tw·28d ago

AI Data Center Expansion Strains U.S. Power Grid and Raises Energy Costs

Electricity demand in the United States is growing faster than it has in over 20 years. One major reason? Data centers.

blog.nwf.org·13d ago

AI Data Center Demand Causes Two-Year Delays for Enterprise Hard Drives

The AI boom might help QLC overtake TLC in the next two years.

tomshardware.com·8mo ago

America's data center boom faces a power delivery bottleneck

The AI buildout is bottlenecked by energy. But America has the electricity to power its data centers; the problem is getting it to them.

worksinprogress.co·16d ago

America's data center boom faces a power delivery bottleneck

The AI buildout is bottlenecked by energy. But America has the electricity to power its data centers; the problem is getting it to them.

worksinprogress.co·16d ago

America's data center boom faces a power delivery bottleneck

The AI buildout is bottlenecked by energy. But America has the electricity to power its data centers; the problem is getting it to them.

worksinprogress.co·16d ago

US data center electricity demand projected to surge 50% amid AI boom

If all data centers permitted through 2025 come online, they will use more than all the electricity used by any one US state in 2024, except

businessinsider.com·1mo ago

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