Rangwalla: AI buildout will put skilled trade jobs in pole position
Jaimin Rangwalla · Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea · May 15, 2026 · at 36:49
Jaimin Rangwalla of Coatue discusses how data center infrastructure demands are causing shortages in electricians, plumbers, and utility workers.
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“There's a lot of companies that we look at that are massive shortages the amount of labor that they have, and it's not one type of labor, it's a lot of different types of skilled labor, but which usually means that the salaries for those jobs are gonna go up to try to lure more people to do that, and so it might just be that the next X number of years in a world of AI, like those are the jobs that are actually in the pole position versus maybe what was in the last 20 years.”
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