Get the latest crypto news, updates, and reports by subscribing to our free newsletter.
Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
© 2026 Index.vn
The Ministry of Public Security is seeking feedback on a draft decree governing the operation of data platforms, aiming to build a transparent and regulated data trading environment, promote data products and services, support innovation, and expand the data economy. The draft decree includes nine chapters and 38 articles. It…
Nearly half of the planned data center projects in the United States are being delayed or canceled, not because of insufficient funding or weak demand, but mainly due to bottlenecks in foundational infrastructure—especially electricity. Bloomberg reports that even as major technology companies plan to invest more than $650 billion in AI infrastructure this year, electrical “supporting links” are increasingly limiting how quickly new capacity can be built.
The constraint is not primarily capital or computing technology, but shortages and delays in key electrical components used for both data centers and grid expansion. Bloomberg highlights limited availability of transformers, switching devices, and battery systems as a major barrier.
Demand pressure is also rising. Electricity needs are being amplified by growing consumption from electric vehicles and electric heating systems, increasing competition for grid capacity and equipment.
Sightline Climate data, cited by Bloomberg, indicates that about 12 GW of data center capacity is expected to come online in the U.S. in 2026. However, only about one third of that capacity has been built so far, with the remainder held back—prominently by power system bottlenecks.
While the electrical system accounts for less than 10% of total investment, it functions as a “lifeline” for projects, comparable in importance to computing hardware. A disruption in a single supply-chain link can halt an entire development timeline.
Lead times for critical equipment have expanded sharply. Before 2020, large power transformers in the U.S. typically had lead times of 24–30 months. Now, lead times can exceed five years.
For AI data centers, which often have deployment cycles under 18 months, the mismatch between technology timelines and power infrastructure delivery is described as a decisive bottleneck.
To manage equipment shortages, U.S. firms have broadened sourcing internationally. Canada, Mexico, and South Korea have emerged as major suppliers of large power transformers.
Imports from China have increased more dramatically. Wood Mackenzie data cited by Bloomberg shows that the number of large power transformers imported from China rose from fewer than 1,500 devices in 2022 to over 8,000 by October 2025.
Reliance on Chinese supply extends beyond transformers. China accounts for more than 40% of the batteries the U.S. imports, and its share in some transformer and switching device categories is around 30%.
If bottlenecks tied to transformers, switching equipment, and battery systems are not resolved soon, Bloomberg warns that even hundreds of billions of dollars invested in AI may not convert into usable capability. In that scenario, the pace of data center deployment would depend primarily on the readiness of energy infrastructure rather than on capital availability or computing power.
The article also notes that after more than a decade of efforts to bring electrical equipment manufacturing back onshore, U.S. production capacity still lags behind demand. That gap keeps technology companies reliant on imports, even amid tariff barriers and national security concerns.
Against the backdrop of ongoing U.S.-China tensions, the global supply chain faces heightened disruption risk, higher costs, and a greater likelihood of delaying future AI data center projects.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
