Ep. 16 - AI, Data Centers, and the Electrical Workforce: What Comes Next for Contractors and Unions
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The electrical workforce is changing – and benefits, training, and leadership are being tested in real time. Luke Kuhl, Executive Chairman of the Twin Cities Chapter of NECA, shares frontline insights on how contractors are navigating AI-driven demand, data center expansion, wage pressure, and the growing need for specialized talent.
The conversation also explores why strong leadership (not just new technology) will determine who thrives, and what these shifts mean for small contractors, union members, and the future of fringe benefits in the trades.
Tune in to this episode as we explore:
(00:50) Luke Kuhl’s work at NECA
(04:46) Rising costs and market consolidation
(08:14) Future workforce needs in data centers
(13:41) Contractor roles and union politics
(17:12) Small contractors struggling to compete
(22:59) The future of computing and energy
(26:36) Challenges facing unionized electrical contractors
(27:43) Uncertainty in a union electrician's career
(32:50) Standardization challenges in the electrical code
(36:18) The future of fault-managed power
(38:08) AI’s ripple effect on innovation
(43:24) Innovation among large contractors
Links mentioned in the episode:
Twin Cities NECA
Luke Kuhl’s LinkedIn
Planet Money: What AI Data Centers Are Doing to Your Electric Bill
https://www.npr.org/2025/12/19/nx-s1-5649814/ai-data-center-electricity-bill
Smart Talks w/ IBM: Creating Smarter Business with AI and Quantum
https://www.ibm.com/think/podcasts/smart-talks/creating-smarter-business-with-ai-and-quantum?act2
Luke Recommended Best Podcast for Understanding Data Centers:
Step Change: Data Centers - The Hidden Backbone of Our Modern World
https://www.stepchange.show/data-centers
Luke Recommended Best Company-Focused Discussion of AI and Data Centers:
Acquired: Google - The AI Company
https://www.acquired.fm/episodes/google-the-ai-company
Have feedback or guest ideas? Email us at onthefringe@corelliansoft.com
Learn more at www.eprlive.com
