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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 (Financial Times)
Financial Times: 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 — Surging data-centre
Financial Times: 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 — Surging data-centre power demands are intensifying pressure on transformer supply chains. Transformers are fundamental …
Source: Techmeme | 2026-07-09