The provided X URL could not be fetched, so the underlying statement could not be directly verified from the cited post. Corroboration searches using the claim terms did not return an authoritative source confirming the specific 4.7% year-on-year increase or the asserted breakdown into transformers, switchgear, and batteries for AI data centers. The only surfaced web result, "Inside the U.S. Electronics Manufacturing Industry - LinkedIn," is not a strong authority for this precise statistical claim and does not substantiate it. Therefore, there is not enough reliable evidence in the gathered sources to judge the statement as likely true or likely false.