As transformer lead times double and US prices surge 79%, a manufacturing “supercycle” struggles to keep pace with the explosive growth of AI data centers and renewable energy. Demand for transformers ...
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 ...
Somewhere in central Ohio, a half-built data center campus sits on 200 acres of freshly graded land, its concrete pads poured and its fiber backbone lit. What it does not have is electricity. The ...