NEWS

Step-up transformers for AI power plants now take more than 1,120 days

Lead times more than doubled since 2021, so the steel and windings that connect new generation to the grid are now a binding constraint on data center power, not a side detail.

Card reading 1,120+ days, the lead time for step-up transformers for AI power plants, more than double 2021
Image: The American Industrialist. Figures from X, @Gaurab, Oct 8, 2026.

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