The US AI boom has a hardware problem:
US imports of major electrical equipment rose +4.7% YoY in 2025, to $411 billion.
This equipment, including transformers, switchgear, and batteries, is needed to power the data centers that run AI systems.
Since 2020, imports have risen +$180.8 billion, or +78%.
The surge has been driven by AI companies racing to build data centers as domestic manufacturing cannot keep up with demand.
As a result, ~50% of all US data centers planned for 2026 are expected to be delayed or canceled because this equipment is in shortage.
We need more hardware.
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US imports of major electrical equipment rose +4.7% YoY in 2025, to $411 billion.
This equipment, including transformers, switchgear, and batteries, is needed to power the data centers that run AI systems.
Since 2020, imports have risen +$180.8 billion, or +78%.
The surge has been driven by AI companies racing to build data centers as domestic manufacturing cannot keep up with demand.
As a result, ~50% of all US data centers planned for 2026 are expected to be delayed or canceled because this equipment is in shortage.
We need more hardware.
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HR Directors reviewing resumes from straight white males with no pronouns listed
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Turns out nikita bier didnβt generate itβ¦
he STOLE it from someone called kekius maximus
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he STOLE it from someone called kekius maximus
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Newly released video footage from the splashdown of NASAβs Artemis ll in the Eastern Pacific on Friday, April 10, 2026, shows the moment that U.S. Navy Divers cracked the door open and entered the Orion to greet the Astronauts, welcoming them back to Earth after their journey around the Moon
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The "Lazy Dog" looked like a fist-sized piece of scrap metal, but soldiers were terrified of it.
No explosives, no sound, just thousands of solid steel darts dropped from altitude and screaming down at over 500mph, punching straight through helmets, vehicle roofs and concrete bunkers.
Soldiers heard nothing. They just watched people around them drop.
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No explosives, no sound, just thousands of solid steel darts dropped from altitude and screaming down at over 500mph, punching straight through helmets, vehicle roofs and concrete bunkers.
Soldiers heard nothing. They just watched people around them drop.
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