AI Data Center Boom Rewires US Power Supply Chain
· Source: datacenterknowledge.com
In short
The US data center electrical equipment market is projected to grow to $65 billion by 2030, driven by surging AI demand and hyperscale construction. Transformer demand could exceed 9,000 units annually by 2030, up from roughly 1,500 today, while lead times stretch beyond 160 weeks. The report highlights growing bottlenecks in power distribution equipment, grid interconnection delays, and manufacturers ramping up domestic production to close the supply gap.
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In the issue of week 19, 2026: AI-Driven Platforms Boost Resiliency and Efficiency Across Global Supply Chains
Tags: data centers, power supply, transformers, electrical equipment, hyperscale, grid infrastructure