AI is not just taking jobs or making jobs, it is rebuilding work itself | FOMO Daily
13 min read
AI is not just taking jobs or making jobs, it is rebuilding work itself
Jensen Huang argues that AI is creating jobs through infrastructure, manufacturing, and faster business growth. The bigger story is that AI is reshaping work unevenly, creating opportunity in some areas while putting pressure on office roles, entry-level jobs, and workers without a clear reskilling path.
The bigger shift is not just one CEO being optimistic
The surface story is simple. Nvidia CEO Jensen Huang told a Milken Institute audience that artificial intelligence is creating jobs and could help reindustrialise the United States. His argument is that AI is not just software sitting in the cloud. It needs chips, servers, data centres, power systems, factories, engineers, technicians, builders, operators, and entire supply chains around it. That is a serious point, because the AI boom is already turning into a physical infrastructure boom. But it is not the whole story. Workers are still worried, and they have reason to be. A recent workplace survey found that 41% of U.S. employees said their organisation had adopted AI tools, and employees inside those AI-adopting organisations were more likely to report both hiring growth and layoffs. That is the real issue. AI can create jobs and remove jobs at the same time. The argument is not whether one side is completely right. The argument is who gets the new work, who loses the old work, and whether the transition is honest enough for normal people to plan their lives.
The old way was to talk about jobs as fixed things
For a long time, people talked about jobs as if they were solid objects. You were a designer, accountant, driver, programmer, teacher, assistant, journalist, mechanic, lawyer, or customer service worker. The title described the work, the career ladder, and often the social identity that came with it. AI makes that old way of thinking weaker. A job is not one thing. A job is a bundle of tasks, judgement, relationships, responsibility, experience, communication, and trust. Some tasks are easier to automate than others. Writing a first draft, summarising a call, generating code, sorting support tickets, checking forms, and producing simple images can be changed quickly. Managing people, reading a room, handling conflict, making hard calls, earning customer trust, and taking responsibility when something goes wrong are harder to replace. Huang’s point, as reported, is that automating a task does not always mean removing the whole job. That sounds technical, but the plain-English point is simple. AI may not replace every worker neatly, but it can still hollow out parts of their job and change what employers value.
The worker fear is not imaginary
The problem is that workers are not making this fear up. A Pew Research Center survey of employed U.S. adults found that 52% were worried about the future impact of AI in the workplace, while only 36% said they felt hopeful. About a third said AI would lead to fewer job opportunities for them in the long run, and only a small share believed it would create more opportunities for them personally. That matters because the public conversation often sounds too neat. Executives talk about productivity and new industries. Workers hear that and wonder whether their current role, their next promotion, or their children’s first job will still exist. The fear is not only about mass unemployment. It is about losing the first rung of the ladder. It is about the graduate role that no longer gets posted, the admin role that becomes part-time, the support job that becomes monitoring software, or the creative job that gets pushed into lower-paid editing work.
Latest
Top Picks
The latest industry news, interviews, technologies, and resources.
Bitcoin is facing a serious macro test as Middle East escalation pushes oil prices higher and Treasury yields toward the 4.5% danger zone. The bigger question is whether Bitcoin can behave like protection against monetary disorder, or whether it still trades like a risk asset when bond yields and cash returns become more attractive.
Huang’s strongest argument is the infrastructure argument. AI needs an enormous buildout behind it. Nvidia has already reported record revenue tied heavily to data centre demand, with fiscal fourth-quarter revenue of $68.1 billion and data centre revenue of $62.3 billion. The company also announced plans in 2025 to produce AI servers worth up to $500 billion in the United States over four years with manufacturing partners, with Reuters reporting that Nvidia said the move would create hundreds of thousands of jobs over time. This is where Huang’s optimism comes from. AI does not float in the air. It sits on real machines, real factories, real power grids, real cooling systems, real construction work, and real logistics. The old internet felt weightless to users, but the AI economy is heavy. It needs concrete, copper, silicon, electricity, land, water, and trained people. That part of the jobs story is not fantasy.
The software worker may not feel that boom
The important part is that infrastructure jobs and office jobs are not the same thing. A laid-off junior developer in San Francisco does not automatically become a data centre electrician in Texas. A graphic designer does not instantly become a chip packaging technician. A customer support worker does not simply walk into a power systems engineering role. This is where the jobs argument can become misleading if it is handled too casually. AI can create work in one part of the economy while destroying or shrinking work somewhere else. It can raise demand for high-skill engineers while reducing demand for entry-level office staff. It can create construction and manufacturing jobs while pressuring writers, analysts, support agents, legal assistants, recruiters, and software testers. The total number of jobs matters, but the location, skill level, pay, timing, and accessibility of those jobs matter just as much. A worker cannot pay a mortgage with a national net-gain statistic if the new job requires a different city, a different trade, or five years of training.
The labour market is sending mixed signals
The data does not support a simple story of either total collapse or easy optimism. Gallup’s February 2026 survey found that workers in AI-adopting organisations were more likely than workers in non-adopting organisations to say their workplace had been disrupted. They were also more likely to report that their organisation was hiring and expanding, but also more likely to report layoffs and workforce reductions. That is exactly the messy middle we should expect. AI does not hit every company the same way. A company using AI to grow faster may hire more people. A company using AI to cut costs may reduce headcount. A company under competitive pressure may do both at once. The real story is not that AI equals jobs or AI equals layoffs. The real story is that AI changes the shape of the company, and once that happens, the shape of the workforce changes with it.
The global forecast is also mixed
The World Economic Forum’s 2025 Future of Jobs Report gives the same kind of mixed picture. It projected that global labour-market disruption could affect 22% of jobs by 2030, with 170 million new roles created and 92 million displaced, producing a net increase of 78 million jobs. That sounds positive on the surface. But the same report said skills gaps remain the biggest barrier to business transformation, with nearly 40% of job skills expected to change and 59 out of every 100 workers projected to need reskilling or upskilling by 2030. The bottom line is that even optimistic forecasts come with a warning label. New jobs may arrive, but workers still need a path into them. Without that path, the economy can grow while people feel less secure. That is how a technology boom can look strong on a company balance sheet and frightening at the kitchen table.
The real pressure is on entry-level work
What this really means is that the career ladder is under pressure. AI does not only compete with senior experts. In many cases, it competes with the simple, repeatable, first-draft work that younger workers used to do while learning. That matters because entry-level work has never only been about output. It has been about training judgement. A junior lawyer learns by reviewing documents. A junior developer learns by fixing smaller tickets. A young journalist learns by drafting simple pieces. A junior analyst learns by preparing spreadsheets and summaries. If AI absorbs too much of that work, companies may become more efficient today while weakening the training pipeline for tomorrow. That is the hidden risk. A business can save money by automating junior work, but society still needs a way to turn beginners into experts.
The warnings should not be dismissed either
Some AI leaders have warned that disruption could be much harder than optimists admit. Anthropic CEO Dario Amodei, for example, has argued that AI could disrupt a large share of entry-level white-collar work over the next few years. That prediction may or may not prove accurate, and it should not be treated as settled fact. But it should not be waved away either. The honest position is that nobody knows the exact number yet. The models are changing quickly, companies are still experimenting, and adoption is uneven. But the direction is clear enough to take seriously. AI is already good enough to change how office tasks are priced, assigned, reviewed, and managed. When the cost of producing basic knowledge work falls, employers eventually redesign jobs around that new cost.
The productivity story has a trust problem
The big promise of AI is productivity. If workers can do more with better tools, companies should grow, customers should benefit, and wages should eventually rise. That is the clean version. The problem is that workers have heard productivity promises before. They have seen software make work faster without always making life easier. They have seen companies use efficiency gains to cut staff, increase workloads, monitor performance, and return more money to shareholders. So when leaders say AI will make everyone more productive, workers ask a fair question: productive for whom? If AI helps a company earn more but the worker gets more pressure and less security, the promise will not land. If AI helps workers do better work, earn more, reduce drudgery, and move into stronger roles, then the story changes. Trust will depend on how the gains are shared.
The winners will be the adaptable and the well-positioned
The people most likely to benefit are not simply the smartest people. They are the people closest to the new demand. That includes workers who can use AI tools well, people in infrastructure and energy roles, technicians who can support data centres, engineers who can design and maintain systems, managers who can redesign workflows carefully, and specialists who combine domain knowledge with AI fluency. A nurse using AI for documentation may become more efficient without losing the human heart of the role. A tradesperson working on power and cooling systems may find new demand from data centres. A small business owner may use AI to produce marketing, bookkeeping drafts, customer replies, and planning documents that were once too expensive. The opportunity is real, but it is uneven. The people who can connect AI to real work will do better than the people who only use it as a toy.
The people at risk are not just low-skilled workers
One of the strange things about this wave is that it does not only threaten low-paid manual jobs. Many physical jobs are hard to automate because they require movement in messy real-world environments. The more exposed roles are often information jobs, especially where work is digital, repeatable, language-heavy, or template-driven. That includes parts of customer support, administration, software, marketing, design, finance, research, legal support, and media. This is why the AI labour story feels different from older automation stories. The factory robot replaced some physical tasks. The AI system reaches into the office, the laptop, the inbox, the call centre, and the meeting notes. It touches the work that many middle-class families thought was safer.
The business impact is bigger than headcount
For companies, the business impact is not just whether they hire or fire. AI changes the cost structure of work. It can reduce the time needed to produce drafts, code, analysis, support replies, training material, sales notes, and internal reports. That can make small teams more powerful. It can also make some middle layers look expensive. Businesses will have to decide whether AI becomes a tool for growth or a tool for extraction. A growth strategy uses AI to build more products, serve more customers, improve quality, and open new markets. An extraction strategy uses AI mainly to cut labour costs and squeeze more output from fewer people. Both will happen. The companies that treat AI only as a headcount weapon may win short-term savings but lose trust, experience, and resilience. The companies that use it to lift workers into better work may build stronger organisations.
The missing piece is practical retraining
The missing piece is not another motivational speech about learning AI. Workers need practical routes. That means employer-funded training, apprenticeships, community college programs, trade pathways, internal mobility, and honest role redesign. It also means managers need to stop pretending everyone can reskill in their spare time after a full day of work. If AI is important enough to rebuild the economy, training people to work with it is important enough to fund properly. The World Economic Forum’s skills data points to the same problem. A large share of workers will need upskilling, and not all of them are on track to receive it. This is where government, business, and education systems either step up or leave people to absorb the shock alone.
The policy question is about transition
The political question is not whether AI should be stopped. That is unlikely and probably not wise. The real question is how society handles the transition. If AI brings new industries, countries will want them. If AI improves productivity, businesses will chase it. If AI strengthens defence, science, healthcare, logistics, and manufacturing, governments will back it. But none of that removes the need for guardrails. Workers need notice when roles are changing. Young people need clearer advice about which skills will matter. Schools need to teach AI literacy without turning every student into a coder. Employers need to disclose when AI is making decisions about hiring, firing, pay, or performance. The public needs to know whether the AI economy is building broad prosperity or just concentrating power around the firms that own the chips, data, models, and platforms.
Huang is right about one thing
Huang is right that fear alone is not a plan. If every worker, business, school, and government treats AI only as a threat, they will miss real opportunities. AI can help small companies compete. It can reduce boring admin work. It can speed up research. It can help workers learn faster. It can make software, design, analysis, and planning more accessible. It can support new manufacturing and infrastructure investment. It may even bring some industrial work back into countries that outsourced too much. That is the positive case, and it should not be dismissed just because Nvidia benefits from it. But optimism is not a labour policy. A CEO can describe the opportunity. Society still has to build the bridge between the old jobs and the new ones.
The bottom line is the work is moving
The bottom line is that AI is not simply a job killer or a job creator. It is a work shifter. It moves value from some tasks to others. It moves demand from some skills to others. It moves power toward companies that own infrastructure and away from workers whose tasks can be automated cheaply. It creates new work in data centres, chips, energy, infrastructure, AI operations, and AI-enabled businesses. It also pressures office jobs, entry-level roles, and routine digital work. The serious question is not whether Jensen Huang is optimistic or whether workers are scared. Both can be true. The serious question is whether the new AI economy gives ordinary people a real way in. If it does, AI may become a broad productivity story. If it does not, it will become another story about technology making the powerful faster while everyone else is told to catch up.
A reported influencer campaign tied to a pro-AI political network shows how artificial intelligence has moved from technical debate into election strategy and social media persuasion. The bigger issue is not just China, AI, or TikTok, but whether voters can clearly see who is funding the messages shaping public opinion.