Rao and Gelsinger: AI buildout's real bottleneck is skilled labor
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- Unconventional AI
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"Every technology disruption, every one over history, has created more jobs than it destroys." @NaveenGRao and @PGelsinger in @FortuneMagazine on why the AI transition will be no different, and why the real constraint is people. https://t.co/dynNQMFm5V
More than 11,000 Americans turn 65 every day. The AI buildout is short ~350,000 construction workers this year. Electrician wages are rising 2-4x faster than wages overall. The constraint on data center expansion isn't chips or capital, it's people who can wire a building.
On getting a chip designed in six months without a dedicated team: "That's not a story about needing fewer engineers. It's a story about how many more things you can try." Our growth is limited by how fast we can hire. We're hiring: https://t.co/npFbI3SgQu
Names a concrete constraint on AI infrastructure growth: physical buildout is capped by the supply of electricians and construction workers, not compute or funding, which affects how fast agentic AI capacity can scale.
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