Expectations are spreading across the power equipment value chain ahead of Nvidia’s next-generation AI accelerator Rubin shipping in July. Racks built with Rubin require about 1.5 times more power than Blackwell racks and about five times more than Hopper racks, raising forecasts for demand for key grid components such as transformers and cables. Supply constraints have lengthened ultra-high-voltage transformer lead times to about four years. Analysts cite strong hyperscaler capex and rising data-centre electricity use, while noting speculation of delays.

The 2026 Autonomous Manufacturing AI World Show (AMWS 2026) opened on April 27 at the COEX Grand Ballroom in Seoul. Organisers said the event focuses on shifting beyond AI innovation in manufacturing to a stage of “actionable autonomous manufacturing,” where AI judges processes and directly controls robots and equipment. The programme includes keynote talks on policy, technology and application strategies, plus an exhibition of manufacturing AI, robots, digital twins and AI vision.