#electrical infrastructure

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An order backlog board in a bright transformer factory showing rows of customer orders with delivery dates stretching far into the future, a marker caught adding a new row at the bottom

128 Weeks: The Part Actually Holding Up Your AI Datacenter

Not the GPU. Not the memory. A power transformer — a piece of equipment that hasn't fundamentally changed in decades — now has a longer lead time than almost anything else in the entire AI supply chain.

By Brecht Corbeel · August 10, 2026 · 4 min read

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