It will take the AI ​​giant project in Openai and NVIDIA a lot of foreign parts

Supply Series Data in Openai and Nafidia $ 100 billion in investment commitment this week It illuminates a flagrant light on the strong dependence on the United States on foreign suppliers for components to complete projects.

Brandon Daniels, CEO of Risk Management Solutions and the supply chain of Amnesty International, told CNBC that building traditional power plants, whether it works with gas or nuclear, requires a range of specialized parts that the United States does not produce in large numbers.

Daniels warned: “There are four main categories of expensive equipment and a large source, and this dependency comes at a time when energy building is already struggling with severe accumulation and lack.”

The first is gas turbine.

The EXIGER Series Data Analysis shows the global market for hardening turbines on the facility scale by three original equipment manufacturers (OEMS): Ji Fernova From the United States, Siemens In Germany and Japan Mitsubishi.

Daniels said the three new supply of turbines, and about 50 % of this offer is a source of foreign sources. “These companies will be indispensable to operate this volume of infrastructure (artificial intelligence),” he said.

Nuclear components

The second category is the very hidden nuclear plants and components.

Daniels said that the huge one -piece reactor pressure vessels and the associated devices are no longer manufactured in the United States, for example, its headquarters, South Korea In Corporate pressure vascular and steam generators for the recently built reactors in Foglet plant in GeorgiaThe first new nuclear factory to open in the United States since a generation.

The large transformers necessary for the energy distribution in the electrical network of the creation of plants are the third part of the supply chain dependent on suppliers abroad.

Daniels said more than 80 % of these high voltage transformers are made by suppliers in countries ranging from South Korea to Germany.

Steel is a fourth element in this supply chain that is likely to add to the costs.

“While the United States and allies like the United Kingdom remain important producers, project developers rely repeatedly on imports to meet cost and ability needs,” said Daniels.

The effect of customs tariffs

A higher tariff for imported goods only adds to the complexity of these projects.

Daniels said: “The effect of customs tariffs is not uniform, because the volume of construction and planning will take years, not months, and US local capabilities may expand during that time,” Daniels said. “Some allied suppliers are also subject to low tariff systems, as the UK is currently exempt from the American steel tariff by 50 %. But even with these sculptures, the size of the required materials and equipment will increase the costs.”

Daniels said that increasing the budget by 3 % to 6 % due to the customs tariff translates into hundreds of millions of dollars.

“This is only in steel and aluminum alone,” said Daniels. “The additional pressure comes from the components of foreign sources such as turbine, reactor vessels and transformers, as accumulation and dependence on dependence on exposure.

Add to this the amount of employment support needed to complete the plans.

“This requires an expansion similar to wartime work almost at the industrial base,” Daniels said. “We simply do not have the skilled workforce in place to expand this fast. The United States (construction) is already a decrease, with a lack of welds, mechanics and electricians. This can be a large disk point like the same devices. This is the reality that we will have to confront over the next five years to make this possible remotely.”