Half of US AI data centers delayed as electrical component shortage exposes China dependence
Despite tech giants committing over $650 billion in 2026, almost half of planned US data center builds face delays or cancellation. The culprit: critical shortages of transformers, switchgear, and batteries—electrical equipment that America can't produce fast enough. Ironically, the nation's AI ambitions now hinge on imports from China, the very competitor it seeks to outpace in the global AI race.