Part 3/11:
Despite the significant capital being invested in AI and data infrastructure, there's a glaring shortage of skilled labor. Jim Farley, CEO of Ford, emphasizes this point: building up American factories, supply chains, and data centers requires a substantial workforce of electricians, construction workers, HVAC specialists, plumbers, and other tradespeople. Currently, there is an estimated shortfall of roughly 600,000 manufacturing workers and 500,000 construction workers, making it clear that demand far exceeds supply.