日本电信数据社长：人工智能后续反弹力度会更强

Core Viewpoint - The CEO of NTT DATA Inc. believes that while a bubble may form in the AI sector, its burst will occur faster than previous tech cycles, leading to a stronger rebound as companies align AI applications with infrastructure investments [1][3]. Group 1: Industry Trends - AI is recognized as a massive long-term trend, with clear direction despite supply chain concerns [1][4]. - The demand for computing resources currently exceeds supply, and the supply chain is expected to be locked in for the next two to three years [5]. - The pricing power is shifting towards chip manufacturers and large tech companies, reflecting their high valuations in the public market [5]. Group 2: Labor Market Impact - NTT DATA is reassessing its hiring strategies as AI reshapes the labor market, anticipating potential disruptions over the next 5 to 25 years [2][5]. - Despite the anticipated changes, NTT DATA continues to hire in various regions [2][5]. - There is a growing focus among clients on reducing workforce size, with inquiries about cutting team sizes by 30% during project discussions [6]. Group 3: AI Application and Skills Gap - A PwC report indicates that the actual application of generative AI has not met board-level expectations, with a significant skills gap persisting [6]. - Employees with AI skills are seeing an average salary premium of 56%, more than double from the previous year, yet daily usage of generative AI remains "far below" what executives claim [6].