Anfang November war es der frühere Uniper-Chef Andreas Schierenbeck, der vor dem Stromhunger von KI warnte. Hersteller von Netztechnik, so der Leiter der Energietechniksparte des japanischen Hitachi-Konzerns, kämen mit der Produktion von Transformatoren zur Netzanbindung von Rechenzentren nicht hinterher. Die Anbieter seien „überwältigt“ vom Bedarf, sagte Schierenbeck der „Financial Times“. „Die Kapazitäten hochzufahren, ist definitiv ein Problem“. Der Manager prognostizierte Wartezeiten für neu bestellte Transformatoren von bis zu vier Jahren.
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