SemiAnalysis' @​JordanNanos on the neocloud talent wars: "It's across the entire supply chain. We see this in electricians, data center technicians, and operators. Salaries for electricians in Louisiana and Abilene, Texas, are up 3x to 5x." "Crusoe just came in and paid these guys so much more money. But they're out of people. They need to train. No matter what job we're talking about, people just need to be trained." "The most successful neoclouds that we're seeing have this pipeline to take talent from other related areas and get them contributing to neocloud management and day-2 operations where a software engineer can start to work as an SRE on one of these teams." ▻