Goldman Says America Needs 500,000 More Energy Workers by 2030 — and Robots May Have to Take the Jobs Nobody Trained For
About This Episode
A Goldman Sachs Investment Banking report, reported by Fortune on Monday, finds the US power and grid value chain needs roughly 500,000 additional workers by 2030 to build the infrastructure the AI boom requires. Those roles take three to four years to train for, and the apprenticeship pipeline is running about 20,000 entrants a year short. Goldman's own conclusion is that interest in physical AI is being pulled forward by the labor shortage, and China's State Grid has already ordered about 8,500 robots for its own network.
Our Take
The trades are the escape hatch every displaced white-collar worker is pointed toward, and this week Goldman put a number on the door — half a million openings, three to four years of training each, and a robot industry that Goldman itself says is being pulled forward by that very shortage.
Continue Reading on Unscarcity
Finland's UBI Worked - Then Got Cancelled. Here's Why.
It is the article about retraining programs that run slower than the displacement they are meant to answer, which is exactly Goldman's finding that training cannot happen at the pace capital is being committed.
Civic Service: Building Human Resilience in the AI Age
It asks who still knows how to fix the grid once machines maintain it, which is the question left behind if robots rather than apprentices close the 500,000-worker gap.