Fortune | FORTUNE 09月30日 23:09
技术浪潮催生蓝领需求,数据中心建设亟需熟练技工
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随着人工智能和技术产业的飞速发展,对数据中心的需求激增,这直接带动了对熟练技工,特别是电工、水管工和木工等蓝领人才的巨大需求。英伟达CEO黄仁勋强调,未来需要数十万的熟练技工来建设工厂和数据中心,并预测相关行业将出现爆炸式增长。据麦肯锡预测,到2030年全球数据中心资本支出将达7万亿美元。建设大型数据中心不仅能直接创造大量高薪就业岗位,且无需大学学位,还能间接带动周边经济发展。包括BlackRock CEO芬克和Ford CEO法利在内的多位行业领袖也发出了类似的警告,指出美国正面临严重的熟练技工短缺,这可能阻碍AI数据中心的建设和制造业回流的宏伟计划。年轻一代的职业选择也开始转向技术性强的蓝领行业,例如一位23岁的电工在独立创业后,年收入已达六位数,显示出其职业发展前景广阔。

👷‍♂️ **技术发展驱动蓝领需求激增**:人工智能和数据中心的爆炸式增长,如英伟达CEO黄仁勋所言,需要数十万的电工、水管工等熟练技工来支持建设。全球数据中心资本支出预计到2030年将达到7万亿美元,这预示着对这些基础性技术岗位需求的持续旺盛。

💰 **高薪与高需求并存,无需大学学位**:大型数据中心建设能在短期内创造大量就业机会,且许多岗位(如建筑工人)薪资可观,年收入超10万美元,并且不需要大学学位。即使在数据中心建成后,维护岗位以及由此衍生的周边经济效益也十分可观。

⚠️ **全球性熟练技工短缺警报**:包括BlackRock CEO芬克和Ford CEO法利在内的多位企业领袖均对美国乃至全球的熟练技工短缺表示担忧。这种短缺不仅影响数据中心建设,也可能成为制造业回流战略的瓶颈,凸显了培养和吸引技工的紧迫性。

💡 **年轻一代职业选择新趋势**:随着对技术性蓝领职业认识的提高,越来越多的年轻人,如一位23岁的电工,选择通过学徒制进入技术行业。这不仅带来了可观的经济回报(年收入达六位数),还避免了大学债务,展现了技术性蓝领职业的光明前景。

“If you’re an electrician, you’re a plumber, a carpenter—we’re going to need hundreds of thousands of them to build all of these factories,” Huang told Channel 4 News in the U.K.

“The skilled craft segment of every economy is going to see a boom. You’ve going to have to be doubling and doubling and doubling every single year.”

And Huang is not just talking about the need—he’s backing it up with cash. 

Trade jobs are hot right now: Construction workers can earn more than $100K without a college degree

The chipmaker announced last week that it was investing $100 million into OpenAI to help fund the development of data centers based around the Nvidia’s AI processors. Industrywide, global capital spending on data centers is projected to hit $7 trillion by 2030, according to McKinsey.

A single 250,000-square-foot data center can employ up to 1,500 construction workers during its buildout—many earning more than $100,000, plus overtime—all without requiring a college degree. Once complete, about 50 full-time workers maintain the facility. But each of those jobs spurs another 3.5 in the surrounding economy.

Huang’s call for more electricians and plumbers aligns with his broader view that the next wave of opportunity lies in the physical side of technology rather than the software. When asked earlier this year what he would study if he were 20 again, Huang admitted he’d lean toward disciplines rooted in the physical sciences.

“For the young, 20-year-old Jensen, that’s graduated now, he probably would have chosen… more of the physical sciences than the software sciences,” he said.

Fortune reached out to Huang for further comment.

CEOs agree: It’s out with the white-collar jobs, in with the blue-collar

Huang isn’t the only CEO sounding the alarm about a looming shortage of skilled trades.

Earlier this year, BlackRock CEO Larry Fink said he raised concerns with the White House—aruging that deportations of immigrant labor, combined with a lack of interest among young Americans, are creating a perfect storm for data center construction.

“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 at an energy conference in March. “We just don’t have enough.”

Just this week, Ford CEO Jim Farley echoed those concerns, pointing to the gap between Washington’s reshoring ambitions and the workforce to make it a reality.

“I think the intent is there, but there’s nothing to backfill the ambition,” Farley told Axios. “How can we reshore all this stuff if we don’t have people to work there?”

The U.S. is already short 600,000 factory workers and 500,000 construction workers, according to a June LinkedIn post from Farley.

And while the U.S. Department of Education has made the expansion of skilled trades programs a priority, some Gen Zers are already catching on.

Take Jacob Palmer, a 23-year-old from North Carolina. After graduating high school, he decided college was not the right fit. Instead, he joined an apprenticeship program at a contracting firm and trained as an electrician.

By 21, he launched his own business—and last year grossed nearly $90,000. This year alone, he’s already hit six-figures. Unlike many of his peers facing student debt and uncertain job prospects, he said simply: “I don’t owe anybody anything.”

Have you made a successful career out of skilled trades? Share your experience with Fortune at preston.fore@fortune.com

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熟练技工 数据中心 AI 英伟达 蓝领 Skilled Trades Data Centers AI Nvidia Blue-Collar
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