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Economy
Mike Rowe speaks during the 10X Growth Conference 2025 at MGM Grand Garden Arena. Gabe Ginsberg/Getty Images

Mike Rowe says the real trades gold rush isn't data centers — it's 400,000 open Pentagon jobs building ships and defense systems

Armed with a $10-million check from the Pentagon, Mike Rowe is ready to recruit hundreds of thousands of Americans into the U.S. military.

On a recent edition of Fortune Daily, Rowe told host Ellie Austin that 400,000 skilled trades jobs are going unfilled in the U.S., and they don’t involve building data centers—they involve building naval ships and supporting the American defense industry.

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“It’s not like it’s a data-center economy,” he said. “That’s, I think, part of what’s gotten conflated in this whole conversation is the only thing that we need are data centers. Those 400,000 jobs I mentioned in the defense industrial base are not data centers.”

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In September, Michael Cadenazzi, assistant secretary of war for industrial base policy, told the House Appropriations Committee that 400,000 vacant skilled-trade jobs in the defense industrial base could grow to 2.5 million over the next decade.

The U.S. Department of War has partnered with Rowe’s foundation, mikeroweWORKS, under a new federal initiative called BuildFreedom.US, designed to fill skilled labor shortages in the U.S. defense industrial base.

“It’s affecting our country’s ability to build ships, aircraft, vehicles, defense systems and energy infrastructure,” Rowe said.

Labor shortage in defense called a ‘national security threat’

Earlier this year, former Secretary of the Navy John Phelan described the shortage of skilled labor in shipbuilding as a national security threat, with one in four shipyard workers set to retire in the next five years.

“Systems don’t build ships, people do,” he said, projecting a need for 250,000 skilled shipyard workers in the next 10 years.

Rowe’s foundation is providing scholarships to veterans, students and young adults eager to start careers as electricians, machinists, pipefitters, steamfitters, welders and more — all required for shipbuilding.

“Companies right now understand the workforce they need is in the eighth grade, right? You can’t hire out of the eighth grade,” Rowe said. “It’s a knife fight in a phone booth to get the talent that you need right now on a construction site.”

Rowe is promoting skilled trades opportunities with Mach Industries, a California-based aerospace and defense systems manufacturer “making highly lethal, very cheap weapons at scale,” and the U.S. Department of Energy’s Oakridge National Laboratory.

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He adds that the U.S. defense contractors Lockheed Martin, L3Harris, Raytheon, Thiokol, Anduril and Palentir Defense Solutions are all “hiring like mad” when it comes to tradespeople.

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Still more skilled trades jobs in data centers and manufacturing

While Mike Rowe highlighted the need for skilled trades in the defence industry, he acknowledged the ongoing demand for trades in data center construction and manufacturing.

He’s partnered with the Alliance for America’s Skilled Trades, founded by BlackRock, Ford, Google and Carhartt. The alliance just expanded to include Meta, Microsoft, Nvidia and Waymo, indicating the need for skilled trades in the AI industry.

The alliance released a study Sept. 30 projecting 1.7 million new skilled trades jobs every year from now through 2035 as older workers retire and others leave the workforce. Electricians, HVAC technicians and mechanics will be in high demand.

About six in 10 Gen Zers plan to go into a skilled trade — electrician, plumber, construction worker, according to a survey from career site Resume Templates. About half of the respondents holding at least a bachelor’s degree said the same.

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Laura Boast Senior Reporter

Laura Boast is a Senior Reporter with Moneywise.com and a lifelong content creator who has reached international audiences at Discovery, CBC, Blue Ant Media, Bond Brand Loyalty and more.

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