The problem: The data center frenzy has left energy supply chains even more clogged than my pores. In recent years, the hyperscaler buildout has amplified equipment shortages sparked by the COVID-19 pandemic. The numbers: Since 2022, the lead time for power transformers has jumped 100%, while the wait for generator step-up transformers has grown 260%. As for gas turbines, the backlog has ballooned by 50-250% since 2022.