"With AI predicted to balloon to a $4.8 trillion market by 2033, Farley warned the U.S. has overlooked the labor needed to build and sustain data centers and manufacturing facilities. While President Donald Trump imposed sweeping tariffs to revive factory jobs, there continues to be recruitment and retention problems in U.S. manufacturing."
""I think the intent is there, but there's nothing to backfill the ambition," Farley in September 2025. "How can we reshore all this stuff if we don't have people to work there?""
"But the labor force to fill this growing clamor for workers isn't there, Farley said. The country is short 600,000 factory workers and 500,000 construction workers right now, and will need 400,000 auto technicians over the next three years, he wrote in a LinkedIn post in June 2025."
AI is predicted to become a $4.8 trillion market by 2033. The U.S. lacks the labor needed to build and sustain data centers and manufacturing facilities. Tariffs aimed at reviving factory jobs have not solved recruitment and retention problems in manufacturing. Current shortfalls include roughly 600,000 factory workers and 500,000 construction workers, with a projected need for 400,000 auto technicians over the next three years. Contributing factors include an aging domestic workforce and restrictive immigration policies. Ford will scrap some large EV rollouts and repurpose a Kentucky battery factory to produce batteries for data centers and industrial customers.
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