AI Boom Stretches Transformer Lead Times to Years
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- The AI data center boom has driven surging demand for power transformers, intensifying pressure on supply chains.
- Average lead times for transformer orders, once measured in months, are now stretching into years.
Why it matters: Power transformers are fundamental to grid operation, and lead times extending from months into years will constrain the pace of data center expansion. The AI buildout bottleneck has shifted from chip supply to physical electrical infrastructure, pressuring project timelines across the industry.
