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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.
