Trump: Not happy with Spain's position on Iran, we'll cancel all trade ties with it

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Walker observed a modest but rising share of management teams explicitly mentioning AI when discussing hiring freezes or layoffs. The companies that discussed AI in the context of their workforce reduced their job openings by 12% over the past year, a steeper drop than the 8% reduction seen across all companies. While the current correlation between AI adoption and broad labor market outcomes remains small and statistically insignificant, Goldman’s baseline forecast is that 6% to 7% of workers—roughly 11 million jobs—will eventually be displaced by AI automation over the long term.

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Projections suggest that more than 300,000 new electricians are needed over the next decade to meet AI-driven demand, particularly as a large share of today’s workforce is approaching retirement. Nearly 30% of union electricians are between the ages of 50 and 70; about 20,000 electricians are expected to retire each year, or roughly 200,000 over the next decade.

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That said, getting a high performance core is only one piece of the puzzle. Gaming workloads are very important in the consumer space, and benefit more from a strong memory subsystem than high core throughput. A DSU variant with L3 capacity options greater than 32 MB could help in that area. X86-64’s strong software ecosystem is another challenge to tackle. And finally, Arm still relies on its partners to carry out its vision. I look forward to seeing Arm take on all of these challenges, while also iterating on their core line to keep pace as AMD and Intel improve their cores. Hopefully, extra competition will make better, more affordable CPUs for all of us.