Yale, Brookings: No Jobpocalypse; Energy, Geopolitics Loom

Joint research from Yale’s Budget Lab and the Brookings Institution finds no evidence of an economy‑wide “AI jobpocalypse” since ChatGPT’s 2022 launch, with occupational shifts modest and most 2025 job losses tied to macroeconomic factors rather than automation. At the same time, industry experts including former Google CEO Eric Schmidt and several studies warn rapid AI scaling will sharply increase data‑center electricity demand—potentially by tens of gigawatts by 2027–2030—and that current cloud infrastructure is not designed for 100 kW‑per‑rack AI loads, prompting a move toward purpose‑built neocloud HPC facilities. Economists and investors contend AI could materially boost productivity and influence U.S. growth and debt trajectories, a view advanced by figures such as Ruchir Sharma. Policymakers increasingly frame AI as a strategic competition with China and are pressing for alliances—especially with Japan—to secure supply chains, shape standards and retain technological advantage. Observers also report creator‑economy burnout where AI is used solely to boost output, even as many use AI to automate repetitive work and focus on higher‑value content; the ultimate outcomes will depend on choices about massive energy and infrastructure investment, regulatory frameworks, and international cooperation.