Elon Musk says voltage transformer shortage is the main bottleneck for scaling AI now.
Transformer lead times have stretched from 40 weeks pre-pandemic to 2.5-3 years now, so grid connection wait times have also jumped to years.
For planned data centers, on-site generation and behind-the-meter arrangements are the only options to come online under two years.
Independent power producers and electrification enablers will be the obvious winners from this trend.
$VST $TLN $NRG $SEI $ET $GEV