Kaiyuan Macro: AI may have a slight positive impact on employment in the United States.

Stephen Brown from Kaput Macro stated in a report that according to the latest employment data, the development of AI may have a moderately positive impact on employment in the United States. He said, "We are now starting to see a more noticeable positive impact on employment numbers in the manufacturing and non-residential construction industries due to data center construction." Brown stated that since the beginning of the year, employment positions in non-residential construction and manufacturing industries related to data center construction have significantly increased. "At the micro level, recent papers from the Federal Reserve have not found evidence that the use of AI is leading to any significant weakness in the labor market."