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Nov 14, 2026 - Inside the global transformer shortage



The AI revolution needs electricity. And electricity needs transformers. But the world is running short of them. Delivery times have stretched to several years, raw material costs are rising, and the explosive growth of data centers is putting unprecedented pressure on the industry. The consequences range from delayed renewable energy projects to bottlenecks in the expansion of AI infrastructure. Why are transformers in short supply? Who stands to benefit from the boom? What role does China play? And can power grids keep pace with the rapid growth of clean energy and artificial intelligence?In this episode of Transforming Business, we visit Siemens Energy, one of the world`s leading transformer manufacturers, speak with industry experts, and reveal why an often-overlooked piece of technology has become one of the most critical building blocks of the 21st century.
Chapters:
00:00 Transformers, sabotage and critical infrastructure
00:46 Why demand is outpacing supply
02:23 How China came to dominate the market
05:02 The technology behind modern power grids
07:47 Can transformer shortages slow the AI boom?
10:25 The race to catch-up