Find XO: What AI Data Centers Can't Find Isn't GPUs But Electricians (nytimes.com)
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- Meta, Google, and BlackRock have invested over $265 million in training electricians and carpenters.
- In the same state, Microsoft signed new data center leases worth $130 billion in just one quarter.
- The money and chips are ready, but there are no people to wire them.
- More than general AI tools, true vacancies exist in dispatch, training records, workflow, and settlement areas where construction companies and specialized contractors manage with Excel and KakaoTalk chat rooms.
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