reported<\/a> that \u201calmost half of the US data centers planned for this year are expected to be delayed or canceled\u201d because developers can\u2019t import enough transformers, switchgear, and batteries to build out the power infrastructure that every data center needs.<\/p>\nThese parts, which China has primarily manufactured for US manufacturers \u201cfor decades,\u201d used to take between 24 and 30 months to get delivered prior to 2020. Now, they can require wait times up to five years, Bloomberg reported. That lag could matter, since China is reportedly about five years behind the US in the AI race.<\/p>\n
Rather than rely on China, Trump would prefer that the US manufacture its own equipment. However, currently, \u201cUS manufacturing capacity for these devices cannot keep up with demand,\u201d Bloomberg reported.<\/p>\n
Analysts at the market intelligence firm Sightline Climate told Bloomberg that \u201conly a third\u201d of the largest AI data centers that are supposed to come online in 2026 are \u201ccurrently under construction.\u201d For firms feeling \u201chamstrung\u201d by the circumstances, many are willing to pay tariffs and take on alleged national security risks to try to get the goods from China on faster timelines.<\/p>\n
Trump seems to be avoiding this harsh reality. In March, he didn\u2019t mention the power infrastructure problem when ordering<\/a> tech companies to \u201cbuild, bring, or buy\u201d the power for their data centers. But data center builders can\u2019t as easily ignore the fact that it doesn\u2019t matter where the power comes from if there\u2019s nothing to plug in.<\/p>\n","protected":false},"excerpt":{"rendered":"Donald Trump is facing significant hurdles after declaring, in a series of executive orders last year, that rapid…\n","protected":false},"author":2,"featured_media":511643,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55],"class_list":["post-511642","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-technology","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/511642","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=511642"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/511642\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/511643"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=511642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=511642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=511642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}