3 6 Ke·2026-01-19 11:48Group 1 - The core viewpoint of the article highlights the increasing demand for electricians in the U.S., with an estimated annual shortage of about 81,000 electricians from 2024 to 2034, leading to a projected 9% growth in employment for electricians, significantly higher than the average for all occupations [1][3]. - The surge in job openings is primarily driven by the data center industry, which is creating a ripple effect in the blue-collar job market, benefiting not only electricians but also plumbers, construction workers, and HVAC technicians [3][10]. - The demand for workers in data center projects has reached unprecedented levels, with some local unions reporting that the number of workers needed for single data center projects has doubled or tripled compared to their current capacity [3][10]. Group 2 - In 2024, tech giants are expected to increase hiring in the energy sector by 34% year-on-year, maintaining high levels in 2025, which is approximately 30% higher than before the release of ChatGPT in 2022 [4][5]. - Amazon has made the largest hiring move, adding 605 employees in the energy sector since 2022, followed by Microsoft and Google with over 570 and 340 new hires, respectively [5][6][7]. - The competition for talent at the executive level is intensifying, with notable personnel shifts between major companies, indicating a fierce battle for skilled professionals in the energy sector [8][10]. Group 3 - The current energy consumption of data centers has reached 30 GW, equivalent to the peak electricity usage of New York State during its hottest times, with GPUs accounting for about 40% of this consumption [11][14]. - The shortage of skilled labor in the construction industry has been a long-standing issue, exacerbated by a historical shift in career preferences away from skilled trades towards white-collar jobs [15][16]. - Companies are proactively addressing the labor shortage by investing in training programs, such as Google's donation to the Electrical Training Alliance to help train 30,000 new apprentices by 2030, potentially increasing the electrician workforce by 70% [18]. Group 4 - The article emphasizes that the next phase of competition in the tech industry will revolve around energy supply, with Microsoft’s CEO acknowledging that the lack of electricity is a more critical issue than the shortage of GPUs [19]. - Elon Musk has suggested that energy will become the new currency, highlighting the importance of not just power generation but also the infrastructure needed for energy distribution and cooling systems [21]. - China is positioned to have a significant advantage in energy production, with projections indicating that by 2026, its electricity output will reach three times that of the U.S. [21].