"Almost half of the US data centers planned for this year are expected to be delayed or canceled because developers can't import enough transformers, switchgear, and batteries to build out the power infrastructure that every data center needs."
"US manufacturing capacity for these devices cannot keep up with demand, leading to significant challenges in the construction of AI data centers."
"Only a third of the largest AI data centers that are supposed to come online in 2026 are currently under construction, highlighting the impact of supply chain issues."
"Data center builders can't ignore the fact that it doesn't matter where the power comes from if there's nothing to plug in."
Donald Trump prioritized rapid AI data center construction to ensure the US leads in the AI race against China. However, his tariffs on Chinese imports are causing significant delays. Almost half of the planned US data centers for this year may be delayed or canceled due to a lack of essential components like transformers and batteries. These parts, primarily manufactured in China, now have delivery wait times extending up to five years. US manufacturing capacity is insufficient to meet demand, complicating the situation further.
Read at Ars Technica
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