English < Article List - DigitalToday

Search results for Sightline Climate

Industry

Without Korean-made transformers, AI would stall; U.S. big tech seeks help from South Korea\'s power equipment makers

Global big tech companies are pouring vast sums into building data centres to meet surging AI demand, but severe shortages of key power-infrastructure equipment such as transformers and batteries are putting about half of overall construction plans at risk of delay or cancellation. Reports cited in foreign media say delivery times for high-power transformers have stretched to as long as five years. With U.S. manufacturing capacity strained, companies are looking to global suppliers including South Korea.

AI & Enterprise

Energy emerges as real beneficiary amid AI boom as money flows into power and transformer markets

As investment enthusiasm for AI startups continues, data centre power shortages are emerging as a new opportunity. Venture capital funding for AI has exceeded $500 billion over five years, but many planned data centre projects face delays due to limited electricity supply. Big tech companies are moving to secure power through renewable and on-site generation, while interest is rising in long-duration storage and solid-state transformers to manage higher-density demand.