My friend works at a large electrical company who have been building out data centers in CA and TX. A lot of their projects have been delayed or frozen, along with much of the hiring they were doing. The unofficial consensus is that this is the AI bubble bursting. They've had a productive few years, and earned a lot of money, but they knew it wasn't going to last. The good thing about blue collar workers is that they have a better sense of reality than white collar ones.