Transformer shortage is the dominant cause of data center delays. Post 071 anchors the relationship in Wood Mackenzie's project tracker and Bloomberg's reporting on electrical-equipment supply constraints.
Wood Mackenzie and others now show that of ~12 GW of US data center capacity expected to come online in 2026, only about 5 GW is under active construction. Close to half of the planned 2026 pipeline is delayed or canceled - driven primarily by the unavailability of transformers, switchgear, and batteries.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Transformer shortage is the dominant cause of data center delays. Post 071 anchors the relationship in Wood Mackenzie's project tracker and Bloomberg's reporting on electrical-equipment supply constraints.
Wood Mackenzie and others now show that of ~12 GW of US data center capacity expected to come online in 2026, only about 5 GW is under active construction. Close to half of the planned 2026 pipeline is delayed or canceled - driven primarily by the unavailability of transformers, switchgear, and batteries.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.