7-year lead time for substation transformers signals AI's power bottleneck
basedjensen · x · 2026-09-26
A poster says friends were quoted a 7-year lead time for substation transformers, concluding that AI has officially hit a power bottleneck: no need to deliberately pace the frontier, as grid infrastructure will constrain expansion for years. Long transformer delivery times are becoming a harder constraint on data center buildouts than GPUs.
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