It's been taking about a year to get 500kva-5000kva transformers and big 480V switchgear. Things never really recovered from covid. The AI buildout certainly hasn't helped things but it's amazing how long this problem has been around.
“Lead times, or the time taken between an initial order and its delivery, for some high-voltage transformers have increased to multiple years from around a year in 2020 and 2021’ [1].
[1] https://www.reuters.com/business/energy/us-power-companies-s...