AIForbes Innovationabout 5 hours ago
Whoever Wins AI Will Count Transformers, Not Nvidia Chips
1 min read
Half of planned 2026 US data centers are stalled due to shortages of transformers, switchgear, and grid capacity. Lead times for key components extend years. Companies like Microsoft and Amazon secure long-term direct power deals. Data center location is now dictated by deliverable megawatts.
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