The AI data center boom has led to surging demand for power transformers, with average lead times for orders, once measured in months, now stretching into years
THE SO WHAT
Transformer lead times stretching from months to years turns grid interconnects into a gating factor for AI capacity — not just a procurement nuisance. If you’re planning new data centers or high-density AI clusters, lock in electrical infrastructure early or you’ll be GPU-rich and power-poor.
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