#bottlenecks

Parts the catalog flags as tight or constrained, and what the constraint actually is.

The five AI data center parts this catalog flags as tight or constrained2026-08-30
Of 130 part categories, five carry a supply flag — and four of them sit on the power side of the fence, not in the rack.

What #bottlenecks covers in the catalog

The rows these posts are written about. Each page carries the confidence tag on every supplier placement, so you can see what is sourced and what is still a lead.

Parts: HBM, passives, large power transformers (345–765 kV) & substations, gas turbines (onsite / behind-the-meter) & HRSGs, grain-oriented electrical steel & amorphous cores

Companies: Siemens Energy, GE Vernova, SK Hynix, Cleveland-Cliffs