On March 22, 2026, it was reported that transformer manufacturing enterprises in many domestic regions are operating at full capacity, with overseas orders continuously surging. Some enterprises have production schedules already filled up to 2027. Data shows that the power consumption of a super-large-scale AI data center has exceeded 1 gigawatt, equivalent to the peak summer power consumption of a medium-sized city. Additionally, AI large models are accelerating their transition from the "training" stage to the "inference" stage, which implies that their power consumption is shifting from one-time investment to continuous consumption.