#transformers
Large power transformers, the 2–4 year lead-time part.
- The 2–4 year part: who makes large power transformers2026-09-02
The slowest component in a GW-class campus isn't silicon — it's the 345–765 kV transformer at the fence line.
- 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 #transformers 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: large power transformers (345–765 kV) & substations, grain-oriented electrical steel & amorphous cores, HBM, passives, gas turbines (onsite / behind-the-meter) & HRSGs
Companies: Siemens Energy, Hitachi Energy, GE Vernova, SK Hynix, Cleveland-Cliffs