Data center supply chain tracker

Equipment lead times

• gas turbine: 156-156 weeks (GE Vernova Q1 2026 call (Power Engineering))
• power transformer: 130-130 weeks (National Laboratory of the Rockies (H1 2025 data))
• genset large: 99-125 weeks (Cummins Q2 2026 call)
• switchgear: 52-80 weeks (Terrapin Construction Group (contractor data))
• distribution transformer: 40-65 weeks · improving (Terrapin Construction Group (contractor data))
• ups system: 30-60 weeks (Terrapin Construction Group (contractor data))

Commodity prices

• aluminum: 3578.75 $/metric ton (as of 2026-04-23)
• copper: 6.0975 $/lb (as of 2026-04-23)
• crude: 93.96 $/bbl (as of 2026-04-23)

Sector performance, trailing 1 year

• chip fab: +151.4% across 5 tracked names
• networking: +111.0% across 7 tracked names
• it hardware: +101.7% across 3 tracked names
• semiconductor: +73.8% across 5 tracked names
• fab equipment: +69.2% across 4 tracked names
• power equipment: +22.8% across 12 tracked names
• benchmark: +15.5% across 1 tracked name
• cooling: +13.1% across 4 tracked names
• hyperscaler: +5.8% across 6 tracked names
• construction: -1.7% across 8 tracked names
• dc operator: -11.8% across 11 tracked names
• energy: -19.7% across 14 tracked names
• space: -26.9% across 3 tracked names
• gpu cloud: -35.3% across 4 tracked names

Why lead times decide the schedule

Capacity does not arrive when a campus is announced; it arrives when the long-lead equipment does. Main power transformers, switchgear, generators and chillers set the critical path on most builds, and their quoted lead times move well ahead of the capex guidance that shows up in filings. Every lead time here carries the publisher that stated it and the date of the report behind it; figures without a current source are cut rather than carried.

Tracked public companies by sector · Project-to-supplier map · The campus pipeline · Methodology and sources