No transformers no electricity

Summary

The AI revolution needs electricity. And electricity needs transformers. But the world is running short of them. Delivery times have stretched to several years, raw material costs are rising, and the explosive growth of data centers is putting unprecedented pressure on the industry. The consequences range from delayed renewable energy projects to bottlenecks in the expansion of AI infrastructure. Why are transformers in short supply? Who stands to benefit from the boom? What role does China play? And can power grids keep pace with the rapid growth of clean energy and artificial…

Description from DW News.