
全美各大高校和办公室都弥漫着焦虑情绪。关于AI即将大规模取代入门级白领工作的警告接连不断,使许多职场人士的处境愈发岌岌可危。今年发生的多轮大规模裁员,更是让这些预警变成了残酷的现实。
但并非所有人都对就业市场持悲观态度,尤其是在白领领域。人力资源与猎头公司Broadstaff的首席执行官凯莉·查尔斯表示,随着AI基础设施建设的推进,市场对熟练电工和技术人员的需求激增。Broadstaff的合作对象包括威瑞森(Verizon)和甲骨文(Oracle)等《财富》美国500强企业。她指出,这类岗位融合了企业岗位的特性与技工岗位的日常实操,是被裁科技从业者进行职业转型的理想选择。
她在接受《商业内幕》采访时,谈到了技术岗位:“这几乎就是一种‘白领技工’岗位。这属于技术类工作,但不用整天久坐办公。”她表示,这类岗位兼具传统办公室工作的属性,以及技术工种所需的专业技能。
规模接近7,000亿美元的数据中心建设正在推动美国经济增长,一些经济学家甚至认为,这是当前美国GDP增长的主要驱动力。这类基础设施的建设和维护(单个数据中心的规模可达曼哈顿中央公园的四倍)需要大批从业人员,其中就包括熟练电工。
根据Glassdoor的估算,资深技术人员的年薪最高可达9.5万美元,中位数为7.1万美元。而高级熟练电工的年薪则可以轻松超过六位数,最高年薪约为11万美元。不过,查尔斯表示,对于掌握液冷和光纤布线等数据中心相关专业技能的熟练电工,年薪还能飙升至30万美元,这一薪资水平足以媲美医学专科或金融领域的部分初级职位。
在数据中心建设热潮的带动下,各类技术工种的市场需求普遍强劲。猎头公司任仕达(Randstad)对超过5,000万条招聘信息的分析显示,自2022年底(ChatGPT发布前后)以来,机器人技术人员的需求涨幅逾一倍,暖通空调工程师的需求增长了67%,建筑类岗位增长了30%。报告还指出,一些技术工种的需求增长速度是专业岗位的三倍,而专业岗位中的许多职位正面临AI自动化的冲击。其中,对电工的需求尤为旺盛。美国劳工统计局预计,到2034年,该职业每年将新增约8.1万个岗位,增速“远高于平均水平”。
数据中心需求激增,AI裁员正将科技从业者推向技工领域
在许多科技公司以提效为由大规模裁员之际,这类技工工种的市场需求却持续走高。尽管一些经济学家认为,这些公司实际上可能是在“AI洗白”,但大规模裁员已成为许多科技从业者不得不面对的残酷现实。AI的冲击并不局限于科技行业;根据Anthropic的一项最新分析,AI还会替代法律、商业、金融和管理等领域的岗位。不过,这些裁员尚未体现在宏观数据中:今年3月,雇主新增岗位达到17.8万个,高于市场预期,失业率也小幅下降至4.3%。
尽管如此,仍有越来越多白领开始愿意转向技工岗位。招聘网站FlexJobs在2025年的一份报告显示,如果能换取更稳定的工作和更高的薪资,62%的白领愿意离开办公室去从事技工工作。另据SupplyHouse的研究,约四分之一的Z世代正在认真考虑或积极投身于技工岗位,而非传统白领职业。
如今,一些公司正通过培训体系来填补这一人才缺口。Meta与房地产公司CBRE本周一联合推出LevelUp项目,旨在招募并培训技术人员,以支持Meta数据中心的建设。Meta是众多投资技工领域的企业之一:贝莱德(BlackRock)投入1亿美元用于培训水管工、电工和暖通技术人员;劳氏(Lowe’s)则计划投入2.5亿美元开展类似项目;电视节目主持人迈克·罗也提供了1,000万美元奖学金,支持有意从事技工职业的人群。
所有这些举措,都是为了缓解当前依然严重的人才短缺问题,而这一问题已成为数据中心建设的重要瓶颈。Broadstaff今年年初发布的一份报告指出:“人才短缺已经在影响施工进度、投产周期以及长期运营的可靠性。”这一结论也与其他人力资源和猎头公司的观察一致。
全球最大猎头公司任仕达的首席执行官桑德尔·范特·诺登德在接受CNBC采访时表示,人才短缺显然已成为制约AI行业的瓶颈。
他表示:“归根结底,真正制约全球科技增长的因素,并非仅仅源于芯片、能源或资本的短缺。真正的限制是搭建整个体系所需的专业人才的严重匮乏。”(财富中文网)
译者:刘进龙
审校:汪皓
全美各大高校和办公室都弥漫着焦虑情绪。关于AI即将大规模取代入门级白领工作的警告接连不断,使许多职场人士的处境愈发岌岌可危。今年发生的多轮大规模裁员,更是让这些预警变成了残酷的现实。
但并非所有人都对就业市场持悲观态度,尤其是在白领领域。人力资源与猎头公司Broadstaff的首席执行官凯莉·查尔斯表示,随着AI基础设施建设的推进,市场对熟练电工和技术人员的需求激增。Broadstaff的合作对象包括威瑞森(Verizon)和甲骨文(Oracle)等《财富》美国500强企业。她指出,这类岗位融合了企业岗位的特性与技工岗位的日常实操,是被裁科技从业者进行职业转型的理想选择。
她在接受《商业内幕》采访时,谈到了技术岗位:“这几乎就是一种‘白领技工’岗位。这属于技术类工作,但不用整天久坐办公。”她表示,这类岗位兼具传统办公室工作的属性,以及技术工种所需的专业技能。
规模接近7,000亿美元的数据中心建设正在推动美国经济增长,一些经济学家甚至认为,这是当前美国GDP增长的主要驱动力。这类基础设施的建设和维护(单个数据中心的规模可达曼哈顿中央公园的四倍)需要大批从业人员,其中就包括熟练电工。
根据Glassdoor的估算,资深技术人员的年薪最高可达9.5万美元,中位数为7.1万美元。而高级熟练电工的年薪则可以轻松超过六位数,最高年薪约为11万美元。不过,查尔斯表示,对于掌握液冷和光纤布线等数据中心相关专业技能的熟练电工,年薪还能飙升至30万美元,这一薪资水平足以媲美医学专科或金融领域的部分初级职位。
在数据中心建设热潮的带动下,各类技术工种的市场需求普遍强劲。猎头公司任仕达(Randstad)对超过5,000万条招聘信息的分析显示,自2022年底(ChatGPT发布前后)以来,机器人技术人员的需求涨幅逾一倍,暖通空调工程师的需求增长了67%,建筑类岗位增长了30%。报告还指出,一些技术工种的需求增长速度是专业岗位的三倍,而专业岗位中的许多职位正面临AI自动化的冲击。其中,对电工的需求尤为旺盛。美国劳工统计局预计,到2034年,该职业每年将新增约8.1万个岗位,增速“远高于平均水平”。
数据中心需求激增,AI裁员正将科技从业者推向技工领域
在许多科技公司以提效为由大规模裁员之际,这类技工工种的市场需求却持续走高。尽管一些经济学家认为,这些公司实际上可能是在“AI洗白”,但大规模裁员已成为许多科技从业者不得不面对的残酷现实。AI的冲击并不局限于科技行业;根据Anthropic的一项最新分析,AI还会替代法律、商业、金融和管理等领域的岗位。不过,这些裁员尚未体现在宏观数据中:今年3月,雇主新增岗位达到17.8万个,高于市场预期,失业率也小幅下降至4.3%。
尽管如此,仍有越来越多白领开始愿意转向技工岗位。招聘网站FlexJobs在2025年的一份报告显示,如果能换取更稳定的工作和更高的薪资,62%的白领愿意离开办公室去从事技工工作。另据SupplyHouse的研究,约四分之一的Z世代正在认真考虑或积极投身于技工岗位,而非传统白领职业。
如今,一些公司正通过培训体系来填补这一人才缺口。Meta与房地产公司CBRE本周一联合推出LevelUp项目,旨在招募并培训技术人员,以支持Meta数据中心的建设。Meta是众多投资技工领域的企业之一:贝莱德(BlackRock)投入1亿美元用于培训水管工、电工和暖通技术人员;劳氏(Lowe’s)则计划投入2.5亿美元开展类似项目;电视节目主持人迈克·罗也提供了1,000万美元奖学金,支持有意从事技工职业的人群。
所有这些举措,都是为了缓解当前依然严重的人才短缺问题,而这一问题已成为数据中心建设的重要瓶颈。Broadstaff今年年初发布的一份报告指出:“人才短缺已经在影响施工进度、投产周期以及长期运营的可靠性。”这一结论也与其他人力资源和猎头公司的观察一致。
全球最大猎头公司任仕达的首席执行官桑德尔·范特·诺登德在接受CNBC采访时表示,人才短缺显然已成为制约AI行业的瓶颈。
他表示:“归根结底,真正制约全球科技增长的因素,并非仅仅源于芯片、能源或资本的短缺。真正的限制是搭建整个体系所需的专业人才的严重匮乏。”(财富中文网)
译者:刘进龙
审校:汪皓
There’s angst in the air on college campuses and in offices across the country. Successive warnings on AI’s looming threat to automate swaths of entry-level white-collar work have put workers in a precarious position. And several large-scale layoffs this year have brought home the reality of those warnings.
But not everyone is buying into the doom-and-gloom about the labor market, particularly in the white-collar world. Carrie Charles is the CEO of staffing and recruiting firm Broadstaff, which works with Fortune 500 companies like Verizon and Oracle. She said her company has seen a surge in demand for skilled electricians and technicians as part of the AI infrastructure build-out. These are jobs that combine elements of the corporate world with the hands-on day-to-day of a trade role: viable roles for which laid-off tech workers can make a career pivot, according to Charles.
“It’s almost like a white-collar trade job,” she told Business Insider, speaking of technician roles. “It’s a technical role, but you’re not sitting all day long,” she said, saying the role combines elements of a traditional desk job with the skill set required of a trade role.
The nearly $700 billion data center build-out is turning the gears of the U.S. economic engine, with some economists estimating it’s the main driver of GDP today. The construction and maintenance of this infrastructure—with one center four times the size of Manhattan’s Central Park—require fleets of workers, including skilled electricians.
Advanced technicians can make up to $95,000, with a median salary of $71,000, according to a Glassdoor estimate. And senior skilled electricians can easily earn over six figures, with an estimated maximum salary of $110,000. Though Charles said that number can rise to $300,000 for skilled electricians with specialized knowledge of data center technology, such as liquid cooling and fiber cabling, a salary in line with some junior-level roles in specialized medicine or finance.
Demand for skilled trade roles is strong across the board, thanks largely to the data center build-out. Demand for robotics technicians has more than doubled. HVAC engineer demand increased 67%, and construction roles grew by 30% since late 2022, around the time ChatGPT was launched, according to an analysis of more than 50 million job listings by recruiting firm Randstad. Demand for some trades is growing three times as fast as professional roles, many of which are threatened by AI automation, according to the report. Demand is strong for electricians, in particular. The Bureau of Labor Statistics projects 81,000 job openings annually for the role through 2034, a “much faster than average” job increase.
AI layoffs push tech workers toward skilled trade jobs as data center demand soars
The rising demand comes as many tech firms have executed mass layoffs, placing the blame on efficiencies from AI. While some economists suspect these firms may in reality be “AI-washing,” the big layoffs have become a painful reality for many in the tech world. And it’s not just tech; AI threatens to automate roles in law, business, finance, and management, according to a recent analysis from Anthropic. But those layoffs have yet to appear in the macro data, with employers posting a better-than-expected 178,000 roles in March, and unemployment edging down to 4.3%.
Still, a growing number of white-collar workers are willing to switch to trade jobs. A 2025 report from job site FlexJobs found 62% of white-collar workers would leave the office for a trade role if it meant better stability and pay. And about one in four Gen Zers are seriously considering, or actively pursuing, a career in the trades instead of a white-collar job, according to research from SupplyHouse.
Now, companies are helping to fill in that talent gap through training pipelines. Meta and real estate firm CBRE announced LevelUp on Monday, a program to recruit and train technicians to help build Meta’s data centers. Meta joins a roster of other firms investing in the trades. BlackRock is spending $100 million to train plumbers, electricians, and HVAC technicians. Lowe’s is investing $250 million to do the same. And TV host Mike Rowe is offering $10 million in scholarships to people interested in pursuing trade roles.
All of that is meant to relieve the dire shortages that remain a major roadblock to the data center build-out. “Talent shortages are already affecting construction schedules, commissioning timelines, and long-term operational reliability,” a Broadstaff report found earlier this year. Those findings match what other staffing and recruiting firms are observing.
Sander van’t Noordende, CEO of the world’s largest recruitment firm, Randstad, told CNBC the talent shortage is the obvious bottleneck in the AI industry.
“Ultimately, the real constraint on global tech growth isn’t solely related to a shortage of microchips, energy, or capital,” he said. “It is the severe scarcity of the specialized talent required to build it.”