Global energy transition hits a hardware bottleneck

As transformer lead times double and US prices surge 79%, a manufacturing "supercycle" struggles to keep pace with the explosive growth of AI data centers and renewable energy.From pv magazine USA Demand for transformers and other grid-connection infrastructure is currently in a "supercycle," according to Bruno Melles, managing director for transformers at Hitachi Energy. "Massive electrification of industry and transport, the integration of renewable energy into the grid, and the explosive growth of AI data centers are forcing us to rethink energy," Melles told pv magazine. "That's the reason ...

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