Lead times for transformers are the topic: ZeroHedge asserts data-center developers face 2.5-year waits for power transformers and 3-year waits for step-up units (June 15, 2026). JigarShahDC counters that Ayr Energy can supply the equipment in 18 months, presenting a shorter procurement timeline as an alternative.
ZeroHedge claims building a data center requires waiting 2.5 years for power transformers and 3 years for step-up transformers (post dated 2026-06-15).
Or get them in 18 months if you use Ayr Energy…
zerohedge (@zerohedge)
Want to build a data center? Then you have to wait 2.5 years for the power transformers alone (and 3 years for the step ups)
— https://nitter.net/zerohedge/status/2066317520483565942#m