Transformer manufacturing is a highly custom, heavy-duty process that is incredibly difficult to automate. Order backlogs now stretch out for years, prices have doubled, and about 40% of new data centers in the US are already missing their launch deadlines.
This infrastructure bottleneck is expected to last until 2030. The super-technologies of the future are heavily dependent on analog hardware 💡
We are looking for market opportunities in companies involved in this sector of the energy industry and everything connected to it.