Two new data centers in Silicon Valley have been built but can’t begin processing information: The equipment that would supply them with electricity isn’t available.
It’s one example of a crisis facing the U.S. power grid that can’t be solved simply by building more power lines, approving new power generation, or changing out grid software. The equipment needed to keep the grid running — transformers that regulate voltage, circuit breakers that protect against faults, high-voltage cables that carry power across regions, and steel poles that hold the network together — is hard to make, and materials are limited. Supply-chain bottlenecks are taking years to clear, delaying projects, inflating costs and threatening reliability.
Meanwhile, U.S. electricity demand is surging from several sources: electrification of home and business appliances and equipment, increased domestic manufacturing and growth in AI data centers. Without the right equipment, these effort
