
SaeHo_NYC.LA.Paris
7.3K posts





Half of America's AI data centers planned for 2026 are delayed or cancelled. They're waiting on transformers. I build chemical plants. Transformer prices have tripled in the last four years. Lead times are 2 to 4 years. Each new plant we build competes with AI data centers for the same grid equipment. Every large power transformer in America runs on grain-oriented electrical steel. It's made by rolling iron and silicon together until their crystals align in one direction. No other alloy works at utility scale and only one US company makes it: Cleveland-Cliffs. The average large power transformer on the grid is 38 years old. Service life is 40. Amazon, Google, Meta, and Microsoft committed $650 billion to AI infrastructure this year. Nvidia's most expensive GPU is useless without a transformer.


The Tesla Diner is obviously not something that matters financially to Tesla, but it is one of those small delights that bring joy to life





🆕 @elonmusk has started following @aaronburnett


@beffjezos xAI was not built right first time around, so is being rebuilt from the foundations up. Same thing happened with Tesla.



@lrocket @SpaceAbhi Gwynne and I didn’t tell the company, as it would have been demoralizing




















