Huanqiu Times published an editorial arguing that U.S. AI data center development remains dependent on Chinese power equipment, particularly at the infrastructure level.
Citing a Bloomberg report, the article notes that nearly half of the AI data centers planned in the United States this year may face delays or cancellations due to shortages of critical electrical components. While the U.S. maintains advantages in advanced chips and AI software, these strengths are being constrained by insufficient power infrastructure and limited domestic capacity to produce key electrical equipment.
The editorial highlights that AI development increasingly relies on stable energy supply and supporting infrastructure. Essential components such as transformers, switchgear, and batteries—though accounting for a relatively small share of total costs—are indispensable for data center construction and operation. The U.S. continues to rely heavily on imports for these components, particularly from China, while trade restrictions and tariffs have further strained supply chains and contributed to project delays.
More broadly, the article argues that this situation reflects the globalized nature of the AI supply chain, with China playing a central role as a major supplier of electrical infrastructure equipment. It concludes that without greater international cooperation and adjustments to current trade approaches, the United States may continue to face challenges in scaling its AI infrastructure despite its technological advantages.
Source: Huanqiu Times, April 2, 2026
https://opinion.huanqiu.com/article/4R0Ee6ahMqE