For their part, tech companies are increasingly sounding the alarm on this need. A lack of electricians “may constrain America’s ability to build the infrastructure needed to support AI,” according to a Google policy report. Microsoft has gone even further, with president Brad Smith identifying electrical talent shortages as the No. 1 problem slowing their data center expansion in the U.S.
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And while the companies present at the White House represent the most visible operators of data centers, they aren’t the entirety of the industry. Some initiatives mentioned in the pledge—like building onsite power generation—are massively expensive; smaller data center operators wouldn’t be able to make similar promises. And even large data center construction projects are often handled by a smaller contractor who is responsible for building and sourcing power.
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