This is HILARIOUS ! The evil empire that Trump is waging a Trade/Financial battle with, CHINA, is the supplier of the " Transformers " needed by the AI Industry for their Data Center build out

because the West/USA sent all their spare " Transformers " to Ukraine to be blown up
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com
" Lead times for transformers, switchgear, and related gear
stretch from 18-36 months and much of the shortfall is filled by
imports from China, exposing the supply chain to the very geopolitical risks Washington claims to be racing against. The heavy reliance on imports for these grid-critical items led to the massive
stack of Defense Production Act orders put out by the administration in April.
Sightline Climate data
highlighted earlier shows nearly half of the roughly
16 GW of US data center capacity slated to break ground in 2026 now faces
delay or outright cancellation. Only about
5 GW sit under active construction ".
When u look back at the DOT.COM crash, it was the massive overbuild out of the Cable/Connection Infrastructure that caused the crash when it was realised that there was never going to be a Profit/Payback on the infrastructure buildout.
Maybe the under build of Data Centers/Power Infrastructure will the crash of the AI OVERHYPE !
A Failure to Deliver 