The power demand of AI data centers is becoming a focus in the industry. Recent reports point in the same direction — power infrastructure is about to become the new core of competition.

From the equipment side, a leading exchange's AI data center has secured a large bulk order for 35KV transformers. Meanwhile, industry experts indicate that the expansion of data center scale requires a gigawatt-level power supply, leading to unprecedented demand for basic equipment such as transformers.

At the policy level, US authorities have explicitly stated that they will announce several measures related to data centers in the coming weeks, including policies to promote data centers to take responsibility for their own power supply. This reflects the enormous challenge that large-scale AI infrastructure construction poses to the energy system.

However, reality also serves as a reminder — a transformer explosion in Cleveland recently caused widespread power outages in the city, fully illustrating the risks and importance of power infrastructure. In the industry chain, related companies are accelerating their布局, with signs indicating that some firms have already engaged in deep cooperation with industry leaders in an effort to become primary suppliers. This wave of infrastructure upgrade cycles is reshaping the industry landscape.