Transformer
Electrical machine that steps voltage between grid, distribution, and rack levels; among the longest-lead-time items in a build and a frequent schedule gate.
Also written as: Transformers
Context: Parts 2, 3, 4, 5, 6, 11, 12, 13, 14, 15, 16
Current numbers
P50: week 60; P90: week 68; latest release: week 2Cedar productive-date confidence and transformer release
10 MW; $100/kW-month rent; 20% saved expense; 30-day policy month; damage completion day 90; no-damage start day 30; 15-day excess; 6-month maximum; $1.0m limit.Landlord transformer-fire and DSU wording assumptions
3–4 yr (~156–208 wk)US GSU transformer lead time (SemiAnalysis, June 25, 2026); US substation transformers >160 wk (Wood Mackenzie, May 4, 2026)