Supply Chain Bottlenecks for AI Data Center Equipment

Factory output at $45.1B monthly spend, 85% jump, $1.15T capex, 30-50% of 2026 capacity at risk. Generator backlogs surge (Generac $1.6B, tripling production). Cooling market forecast 21% CAGR. Liquid cooling adoption accelerates with LTA systems reducing costs. Water treatment equipment market growing 12.3% CAGR. New: Practical coolant guide on PG25 vs ethylene glycol, testing cadence, OCP/ASHRAE stance – actionable for teams deploying liquid cooling at scale. New: Trane $12.1B backlog (+70% YoY), Carrier 300% order surge – cooling equipment backlogs confirm supply chain strain and rising opex.