Critical shortage of skilled trades workers (electricians, construction laborers, steelworkers) will constrain the pace of data center construction and infrastructure deployment
Too little corroboration in the last 3 days to call a trend (2 articles). Watching for it to gain traction.
"BlackRock CEO Larry Fink stated: 'I've even told members of the Trump team that we're going to run out of electricians that we need to build out AI data centers. We just don't have enough.' Ford CEO Jim Farley noted: 'How can we reshore all this stuff if we don't have people to work there?' and stated the US was already short 600,000 factory workers and 500,000 construction workers."
"BlackRock's Larry Fink has echoed these concerns, singling out the electrical industry as a looming bottleneck... 'I've even told members of the Trump team that we're going to run out of electricians that we need to build out AI data centers,' Fink said. 'We just don't have enough.'"