AI Driven Data Centre Growth Is Colliding with Transformer Shortages and Raising the Risk of Prolonged Electricity Rationing in Britain
AI driven data centre growth and rapid electrification are increasing electricity demand in Britain’s most concentrated corridors at the same time that critical grid components such as high voltage transformers face replacement lead times measured in years. If a major node fails under that pressure, the risk is not permanent blackout but prolonged, managed shortage, and once electricity becomes scheduled and uneven, it becomes political.