A domestic shortage of electrical equipment such as transformers and switchgear is forcing the US to rely on Chinese imports, delaying data center construction
Bloomberg
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Discussion
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@pstasiatech
Paul Triolo
on x
@baoshaoshan Its like no one in Washington realized Chinese companies dominate entire supply chains for rare earths, magnets, and manufacturing of key inputs for the entire energy supply chain....
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@wealthymatters
@wealthymatters
on x
It doesn't have to be so. Sourcing from India has started & there's probably other places the US could buy from too. https://share.google/...
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@pstasiatech
Paul Triolo
on x
US AI goals running into a shortage of electrical parts Almost half of US data centers planned for this year expected to be delayed or canceled: shortages of electrical equipment, such as transformers, switchgear and batteries...all with China nexus. https://www.bloomberg.com/...
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@pstasiatech
Paul Triolo
on x
Sounds like rare earths/magnets... Chinese Parts for US's Electrical Build-Out Despite years of attempts, the US government has had limited success in trying to cut its dependence on imports from China... [image]
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@akshatrathi
Akshat Rathi
on x
“There's only going to be one winner on AI and that's probably going to be the US or China,” said Trump. Well, there's no US winning without China, as our deep dive on the electrical infrastructure behind the trillion-dollar data center spend shows. 🎁🔗 https://www.bloomberg.com/.…
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@akshatrathi@mastodon.green
Akshat Rathi
on mastodon
Almost half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely on imports. — 🎁🔗 https://…
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Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
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Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
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r/Maxcactus_TrailGuide
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Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed