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Search results for power transformers

AI & Enterprise

Trump regulation puts AI data centers on alert; costs could jump if Chinese equipment is blocked

The U.S. boom in building AI data centers is heightening supply-chain risks tied to reliance on Chinese power and optical communications equipment. If Washington tightens restrictions on national security grounds, shortages and higher costs could slow data center construction. Key components such as transformers, switchgear, batteries and optical transceivers depend heavily on China, while existing supply shortfalls for power equipment are already emerging, with limited near-term substitution capacity.

Telecommunications & Media

Trump bans foreign power-grid systems again, declares national emergency, targets Chinese equipment

U.S. President Donald Trump again barred the import, installation and use of foreign-made large-scale power systems used on the U.S. power grid. He declared a national emergency and signed an executive order blocking Americans and U.S. companies from buying, importing, transferring or installing systems judged a national security risk. The move covers hardware and software and gives the Energy Department key authority. The administration must draft implementing rules within 120 days.

Industry

U.S. power grid key equipment \'transformer\' in short supply; import reliance 80 percent, lead times up to 5 years

The U.S. hydropower industry is struggling to replace and upgrade equipment due to difficulties procuring large power transformers, a report said. The analysis by the National Renewable Energy Laboratory identified nine key issues, including about 80 percent import reliance for critical raw materials and limited global capacity for ultra-high-voltage transformers. Lead times range from 2.5 to 3 years and can reach 5 years, while prices have risen about 80 percent since 2021.