Huan Qiu Wang·2026-01-22 01:04Group 1 - Nvidia's CEO Jensen Huang stated that artificial intelligence has initiated the largest infrastructure build in human history, with total investments expected to reach trillions of dollars, requiring more energy, land, and skilled workers [1] - Huang believes that AI will not simply replace human jobs but will create higher-value employment through task automation [1] - JPMorgan's CEO Jamie Dimon mentioned that the introduction of AI may lead to fewer employees in the financial institution within five years, emphasizing the need for collaboration between government and businesses to retrain workers and facilitate a gradual transition [1] Group 2 - Dimon suggested that local governments should implement support programs for wages, retraining, relocation, and early retirement [3] - Goldman Sachs reported that AI infrastructure development is driving the PCB (Printed Circuit Board) and CCL (Copper Clad Laminate) industries into a super cycle, with projections indicating that the AI server PCB and CCL markets will grow by 113% and 142% respectively by 2026 [3]