China supplies over 40% of US data-center batteries

China supplies over 40% of U.S. battery imports and near 30% of some transformer and switchgear categories used in data-center power stacks, according to CNBC’s supply-chain report. The same analysis puts 2026 shortages at 15% for power transformers and 8% for substations, while U.S. data-center capacity is forecast to grow from 62 GW in March 2026 to 152 GW by 2030. Operators should treat power equipment as geopolitical lead-time risk, not a procurement footnote; the archive’s chip-tariff analysis shows how quickly policy can turn a megawatt plan into a bill.