The real AI bottleneck isn’t chips — it’s transformers.
While the world obsessed over nanometer chips, Elon Musk revealed the truth: AI is being choked by giant “iron boxes” made in China. These transformers—costing about 200,000 yuan each—are now so scarce that Europe and the U.S. are quietly rolling back tariffs just to get supply.
Western data centers, power grids, EV charging networks, and renewables are all stuck waiting—some until 2029. The issue isn’t money or design. It’s manufacturing.
China controls ~60% of global transformer capacity, delivers in months instead of years, and dominates the critical silicon steel supply chain. The result?
A silent industrial reality check.
This isn’t about tech hype anymore.
It’s about who can actually build the infrastructure that powers the future.
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