SemiAnalysis
An independent semiconductor and data-center research firm whose cost models, teardowns, and GPU-cloud ratings are widely used as industry reference points.
Current numbers
~128–208 wkHV/substation power-transformer lead time (~128 wk average power transformer, ~144 wk GSU per WoodMac Q2 2025 — SemiAnalysis Jun-2026: US GSUs 3–4 yr; large-unit quotes have ranged ~80–210 wk; up to ~60 mo in constrained markets) — the schedule-dominating long pole
30–40 kW typical RDHx; >50 kW with active fans; not a universal limitSemiAnalysis/nVent cited RDHx range: 30–40 kW typical and >50 kW with active rear-door fans; verify the named door/rack and facility envelope
30–40 kW typical RDHx; >50 kW with active fans; not a universal limitSemiAnalysis/nVent cited RDHx range: 30–40 kW typical and >50 kW with active rear-door fans; verify the named door/rack and facility envelope