"Artificial intelligence isn't just creating a new computing industry; it's creating a new industrial era."
Jensen Huang (Nvidia) on artificial intelligence and skilled trades
Nvidia Chief Executive Jensen Huang has argued that, in the age of artificial intelligence, the most in-demand and best-paid jobs may not be the roles directly involved in building AI models.
In his view, AI offers the United States a route to renewal: "Artificial intelligence gives America a chance to rebuild itself. Electricians, plumbers, welders, technicians, builders - it’s your time," Huang said. "Artificial intelligence isn't just creating a new computing industry; it's creating a new industrial era."
Growing risk for office roles affected by AI
At the same time, white-collar occupations-particularly those most exposed to AI-are facing increasing risk. Huang and others believe that, given AI’s vast infrastructure requirements, graduates may be making a smarter choice by pursuing traditional trades.
Randstad figures: demand for trades is rising
An analysis of millions of job adverts by recruitment firm Randstad indicates that overall demand for skilled workers has climbed by 27% over the past three years. Over the same period, demand rose by 30% for builders, by 25% for welders, and by 18% for electricians.
Infrastructure constraints and the skilled labour bottleneck
AI specialists often highlight hardware and computing bottlenecks that slow progress, but an acute shortage of qualified people to build the necessary infrastructure is rapidly becoming the next limiting factor.
In his speech, Huang urged younger people to seize the opening: "This is the biggest wave of technology infrastructure development in human history and a unique opportunity to reindustrialise America. To support AI’s growth, the United States will build chip factories, computer factories, data centres and advanced manufacturing facilities across the country."
He described a future with plentiful jobs and strong wages, adding that more young people are increasingly viewing technical trades as a promising career path.
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