Only 2% of US electricians are DC-certified, says Ben Horowitz — AI infra bottleneck
rohanpaul_ai · x · 2026-10-05
Ben Horowitz, co-founder of Andreessen Horowitz, points out that only 2% of US electricians are certified on DC power.
AI infrastructure is exposing a very physical bottleneck: electrical talent. Moving from conventional AC distribution toward 800VDC requires people who can install, commission, and maintain these systems safely. One of the most important jobs in the AI boom may end up being electrician.
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