America’s tech giants hitting power and hardware walls in AI race
Big US tech firms are battling a worsening crunch for chips, transformers, switches, and crucial data-center gear. Prices are spiking. Delivery times are dragging. The bottleneck hits when Silicon Valley needs more AI muscle than ever.
Energy access is tightening too. Utilities can’t keep up with surging demand from AI servers and data hubs. On July 24th, former President Donald Trump flagged this issue in a freshly published “AI action plan.” He called the country’s stagnant energy capacity a major threat to America’s “AI dominance.” 
The plan starkly links power shortages with America’s ability to lead in AI development. Tech firms must figure out how to keep AI projects alive amid hardware delays and shaky energy supplies.
Trump stated:
“Stagnating energy capacity threatens the country’s AI dominance.”
The big question: how fast can hardware supply chains and energy grids adapt before AI ambitions hit a hard stop?
