{"id":2440,"date":"2026-09-07T16:25:44","date_gmt":"2026-09-07T08:25:44","guid":{"rendered":"https:\/\/www.apgmachine.com\/?p=2440"},"modified":"2026-09-07T16:25:48","modified_gmt":"2026-09-07T08:25:48","slug":"ai-computing-power-drives-demand-for-essential-equipment-while-domestic-production-capacity-is-in-short-supply","status":"publish","type":"post","link":"https:\/\/www.apgmachine.com\/ru\/ai-computing-power-drives-demand-for-essential-equipment-while-domestic-production-capacity-is-in-short-supply\/","title":{"rendered":"AI computing power drives demand for essential equipment, while domestic production capacity is in short supply."},"content":{"rendered":"
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[Overseas Market News] The North American power equipment market is poised for a double boost in 2026, with the simultaneous implementation of power supply facilities for AI data centers and nationwide ultra-high voltage transmission line upgrade projects, driving a surge in demand for high-voltage transformers, GIS switches, gas turbines, and energy storage systems.<\/p>\n\n\n\n

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Seven major US technology companies have signed cooperation agreements for self-sufficient power supply for AI data centers, equipping them with large-scale energy storage power stations and self-owned gas turbine units to alleviate the pressure on residential power supply. Domestically, a $75 billion ultra-high voltage transmission project has commenced, with 765kV high-voltage lines being laid in batches, resulting in full order books for leading equipment manufacturers. GE Vernova’s latest financial report shows that its power equipment orders reached $24.2 billion in the quarter, an 88% year-on-year increase, with gas turbine production capacity fully booked until 2028 and long-term orders locked in until 2031.<\/p>\n\n\n\n

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Constrained by insufficient domestic power equipment production capacity, the US market relies heavily on imports for medium- and high-voltage transformers and energy storage equipment. Although local authorities have gradually introduced import restriction policies, market-oriented scenarios such as data centers and industrial parks remain open, preserving ample market space for overseas equipment manufacturers.<\/p>\n\n\n\n

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<\/p>","protected":false},"excerpt":{"rendered":"

[Overseas Market News] The North American power equipment market is poised for a double boost in 2026, with the simultaneous implementation of power supply facilities for AI data centers and nationwide ultra-high voltage transmission line upgrade projects, driving a surge in demand for high-voltage transformers, GIS switches, gas turbines, and energy storage systems. Seven major […]<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-2440","post","type-post","status-publish","format-standard","hentry","category-apgknowledge"],"blocksy_meta":[],"featured_image_urls":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","trp-custom-language-flag":"","woocommerce_archive_thumbnail":"","woocommerce_thumbnail":"","woocommerce_single":"","woocommerce_gallery_thumbnail":""},"post_excerpt_stackable":"

[Overseas Market News] The North American power equipment market is poised for a double boost in 2026, with the simultaneous implementation of power supply facilities for AI data centers and nationwide ultra-high voltage transmission line upgrade projects, driving a surge in demand for high-voltage transformers, GIS switches, gas turbines, and energy storage systems. Seven major US technology companies have signed cooperation agreements for self-sufficient power supply for AI data centers, equipping them with large-scale energy storage power stations and self-owned gas turbine units to alleviate the pressure on residential power supply. Domestically, a $75 billion ultra-high voltage transmission project has…<\/p>\n","category_list":"APG Knowledge<\/a>","author_info":{"name":"admin","url":"https:\/\/www.apgmachine.com\/ru\/author\/admin\/"},"comments_num":"0 \u043a\u043e\u043c\u043c\u0435\u043d\u0442\u0430\u0440\u0438\u0435\u0432","jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false,"trp-custom-language-flag":false,"woocommerce_archive_thumbnail":false,"woocommerce_thumbnail":false,"woocommerce_single":false,"woocommerce_gallery_thumbnail":false},"uagb_author_info":{"display_name":"admin","author_link":"https:\/\/www.apgmachine.com\/ru\/author\/admin\/"},"uagb_comment_info":0,"uagb_excerpt":"[Overseas Market News] The North American power equipment market is poised for a double boost in 2026, with the simultaneous implementation of power supply facilities for AI data centers and nationwide ultra-high voltage transmission line upgrade projects, driving a surge in demand for high-voltage transformers, GIS switches, gas turbines, and energy storage systems. Seven major…","_links":{"self":[{"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/posts\/2440","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/comments?post=2440"}],"version-history":[{"count":1,"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/posts\/2440\/revisions"}],"predecessor-version":[{"id":2448,"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/posts\/2440\/revisions\/2448"}],"wp:attachment":[{"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/media?parent=2440"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/categories?post=2440"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.apgmachine.com\/ru\/wp-json\/wp\/v2\/tags?post=2440"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}