The U.S. power grid faces a deepening equipment crisis, with power transformer lead times reaching record highs and constraining everything from routine repairs to major new infrastructure projects. According to recent industry data, standard power transformer delivery times now average 128 weeks (nearly 2.5 years), while generator step-up (GSU) transformers average 144 weeks, with some […]
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The AI-fueled data center boom is slamming into a hard reality: there simply aren’t enough transformers, switchgear, and other critical electrical equipment to bring the projects online. According to Bloomberg’s April 1, 2026 newsletter, more than half of the U.S. data centers planned for this year are now expected to be delayed or canceled — […]
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The backbone of America’s electricity system is under unprecedented strain. As highlighted in a widely discussed analysis by investor Felix Prehn, roughly half of the nation’s power transformers are operating well past their useful life—not merely aging, but “running on borrowed time.” JP Morgan has flagged the U.S. power grid itself as a national security […]
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