Tagged

transformers

4 articles

June 24, 2026 6 min read

Hyperscalers Own Generation: The Data Center Buyer Shift

Hyperscalers now own and finance generation outright. What hyperscaler-owned generation means for data center equipment procurement.

hyperscalersdata centersgeneration

Read Analysis DistroForge Research

May 2, 2026 6 min read

GE Vernova's Q1: $42.4B Electrification Backlog, Prolec Fully Absorbed, Two-Source Strategy Now Mandatory

GE Vernova's Q1 2026 numbers and the February Prolec consolidation reshape transformer procurement. Backlog jumped 86% YoY, data center orders alone exceeded all of 2025, and one of the two qualified North American suppliers most municipals carry just became one.

GE VernovaProlec GEtransformers

Read Analysis DistroForge Research

April 6, 2026 5 min read

MISO Data Center Power Demand Is Reshaping the Grid

MISO data center power demand is driving $27B in new generation, 1,332 MW of battery storage, and urgent storm replacement.

data centersMISObattery storage

Read Analysis DistroForge Research

March 31, 2026 5 min read

What IEEE PES T&D 2026 Reveals About Grid Procurement

The largest T&D conference in history organized its entire program around data center load and grid resilience. Here is what that signals for equipment procurement in 2026-2027.

grid modernizationtransformersswitchgear

Read Analysis DistroForge Intelligence