[ITmedia エンタープライズ] ネオクラウドがAIインフラの勢力図を変える? 成長の背景と課題

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These debt-funded projects create “indirect but potentially material” exposure to fiscal risk, the analysts wrote. Beyond infrastructure, governments will have to plan for labor disruptions and related social support. The IMF estimates 40% of global jobs—and 60% in advanced economies—are exposed to AI, particularly high-skill roles, potentially eroding payroll taxes while spiking demand for reskilling and safety nets.

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