#6
Trump ignores biggest reasons his AI data center buildout is failing
Trump misattributes the AI data center slowdown to regulation, yet 70%+ of project delays stem from inadequate grid capacity and transformer shortages. These issues worsened under his rollback of Clean Power Plan upgrades and steel tariffs that raised import costs. The average transformer lead time now stretches 18+ months, significantly slower than the typical 8-month benchmark seen in 2020.
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