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The AI buildout bottleneck has moved from GPUs and power to electricians and other skilled construction labor, which capital cannot quickly buy down given multi-year training cycles.
Labor scarcity is becoming the long-run ceiling on data-center capacity, so developers may face schedule slippage even when equipment and financing are secured.
Trade pressSlicast · November 8, 2026 at 06:55 UTC · China · Source: 钛媒体
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