America risks lagging in the AI productivity race, MarketWatch argues
A MarketWatch analysis argues the US risks lagging in turning artificial intelligence into productivity gains because of a shortage of skilled engineers. It points to China graduating roughly 3.5 million STEM students a year as a growing talent advantage.

America risks falling behind in the race to turn artificial intelligence into real productivity gains, according to a MarketWatch analysis, which argues that a shortage of skilled engineers is becoming a critical constraint. It points to China graduating roughly 3.5 million STEM students a year as a widening talent advantage.
The piece contends that structural choices by large US technology firms have left them short of the specialised workers needed to deploy AI at scale, raising costs and slowing returns for investors. It frames the gap less as a question of raw computing power than of human capital.
The argument feeds a broader debate over whether the AI boom will translate into durable economic growth or disappoint after heavy spending. Readers should treat such forecasts as analysis rather than certainty, and weigh competing views on how the technology race unfolds. This is not investment advice.
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