Half of planned US datacenters may slip for want of transformers

Claim

Almost half of US data centers planned for this year are expected to be delayed or cancelled because of shortages of transformers, switchgear and batteries, despite electrical gear representing under 10% of total cost, while Microsoft committed $10 billion to Japan by 2029.

Reported metric: ~50% delayed

Reporting date: 2026-04-05 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to April 5, 2026 (theinnermostloop.substack.com)