Tech prosperity deal?

[sadkingbilly]

Wish I was blisfully unaware that you exist!

yeh, most plonkers on here wish that.

[willendure]

large systems engineers? - or are you blissfully unaware that such entities exist??

Wish I was blisfully unaware that you exist!

[sadkingbilly]

Yeah, I think there will be contracts for civil engineers, concrete suppliers, welders, electricians, brick layers, its just not the kind of contractor that is mainly on here.

On the question of wider business investment - yes, that is missing and why our contract market is lacklustre. But I also think that AI wil be a driver of business investment eventually. Its still early days. Companies building these data centres seem confident they will find a market for their use. They will probably over build and there will be a pull back and some will go bust, but steadily over time it will grow. The genie is not going back in the bottle.

large systems engineers? - or are you blissfully unaware that such entities exist??

[willendure]

Yeah, I think there will be contracts for civil engineers, concrete suppliers, welders, electricians, brick layers, its just not the kind of contractor that is mainly on here.

On the question of wider business investment - yes, that is missing and why our contract market is lacklustre. But I also think that AI wil be a driver of business investment eventually. Its still early days. Companies building these data centres seem confident they will find a market for their use. They will probably over build and there will be a pull back and some will go bust, but steadily over time it will grow. The genie is not going back in the bottle.

[sadkingbilly]

I don't think the deal will have much impact on contractors in the short to medium term. Building and fitting out DCs is a fairly specialised skillset.

.

so?? some contractors ARE actually engineers, not just nominally.

[edison]

Here is the number of AI jobs per month advertised on jobserve, since I started monitoring this:

196 Oct-2024
194 Nov-2024
115 Dec-2024
229 Jan-2025
171 Feb-2025
219 Mar-2025
243 Apr-2025
227 May-2025
180 Jun-2025
141 Jul-2025
133 Aug-2025
228 Sep-2025

No clear trend really, after subtracting out sesonality. But I will continue to monitor it.

It depends what you mean by 'AI job' but those figures are hardly inspiring.

I don't think the deal will have much impact on contractors in the short to medium term. Building and fitting out DCs is a fairly specialised skillset.

What we need to stimulate contractor opportunities is more business investment across the board in a wide breadth of industries.

Several recent research papers and analyses have suggested we're already hitting a wall with AI. The technology (LLMs at least) isn't really translating into meaningful improvements in productivity or job creation.

[willendure]

Here is the number of AI jobs per month advertised on jobserve, since I started monitoring this:

196 Oct-2024
194 Nov-2024
115 Dec-2024
229 Jan-2025
171 Feb-2025
219 Mar-2025
243 Apr-2025
227 May-2025
180 Jun-2025
141 Jul-2025
133 Aug-2025
228 Sep-2025

No clear trend really, after subtracting out sesonality. But I will continue to monitor it.

[willendure]

What do you think?

A lot of the money seems to be for building data centres, the actual IT side of which will presumably just be cloned from the owners existing data centres. Not an industry or opportunity I really understand.

There is a heavy AI focus, and I do see more AI contracts coming up. Maybe this will enhance that trend.

[WTFH]

https://www.theguardian.com/technolo...stment-economy

Anyone think this will have any impact for contractors?

What do you think?

[TheDude]

Nope - they vast majority of contractors do not have the relevant skills.

Thos that do don't need to be contractors.

[WTFH]

Yes. A positive impact. Better than no deal. Possibly not for closed-minded ones.

[willendure]

https://www.theguardian.com/technolo...stment-economy

Anyone think this will have any impact for contractors?