Data BakeryPublic data, freshly baked

No. 001

THE COLLISION

Three things are racing to scale.

AI DATA CENTERS

ELECTRIC VEHICLES

SOLAR + GRID

OUTPUT SIGNAL

Transformers

the boring box all three need

LOAD

0%

+0%

transformer demand since 2019

0 wks

typical lead time, up from 12

4–6×

price vs. before 2022

1

US maker of the grid steel

The bottleneck isn’t compute. It’s this box.

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