AI公司、私募股权公司和工会正将目光投向2026年之后，在数据中心辩论中结成新的数百万美元联盟，在七个关键州为负责任增长发声。
AI companies, private equity firms and unions are looking beyond 2026 in the data center debate banding together to form a new multimillion-dollar coalition to make the case for responsible growth in seven key states.
为何重要：这个名为“美国基础设施联盟”的新组织希望与州和地方官员合作，在2027年前为数据中心制定标准和护栏。作为回报，该联盟希望遏制针对新建项目的暂停令。
Why it matters: The new group, the American Infrastructure Alliance, wants to partner with state and local officials to create standards and guardrails for data centers in 2027. In return, the coalition hopes to head off moratoriums on new construction.
成员构成计划在德克萨斯州、佐治亚州、俄亥俄州、爱荷华州、宾夕法尼亚州、印第安纳州和南卡罗来纳州开展初期活动。
The group is planning initial campaigns in Texas, Georgia, Ohio, Iowa, Pennsylvania, Indiana and South Carolina.
- 该联盟由黑石集团、OpenAI、QTS和软银集团支持，并得到关键工会的加入，包括国际电气工人兄弟会（IBEW）。
• The alliance is backed by Blackstone, OpenAI, QTS and SoftBank Group, along with key unions, including the International Brotherhood of Electrical Workers (IBEW). What they're saying:
他们的观点：“负责任的增长要求所有参与方都有明确的预期，”黑石旗下数据中心运营商QTS的联席首席执行官Tag Greason表示。
"Responsible growth requires clear expectations for everyone involved," said Tag Greason, co-CEO of QTS, the Blackstone-owned data center operator.
- “对必要基础设施项目实施全面禁令将阻碍经济发展，威胁优质中产阶级就业岗位，”国际电气工人兄弟会国际主席Kenneth Cooper表示。“IBEW致力于造福工人、社区和国家的负责任开发。”
• "Blanket bans on necessary infrastructure projects would set back our economy and threaten good middle-class jobs," said Kenneth Cooper, the IBEW's international president. "The IBEW is committed to responsible development that benefits workers, communities and our nation."
- “我们很荣幸加入这个联盟，规划清晰的前进道路，以便UA成员能继续守护国家健康，”联合会管道工和管道安装工协会（UA）总主席Mark McManus表示。
• "We are proud to join this coalition to chart a clear path forward, so that UA members can continue to protect the health of the nation," said Mark McManus, general president of the United Association of Union Plumbers and Pipefitters (UA). Between the lines:
深层含义：这并非一个旨在为2026年中期选举前的关键国会竞选或摇摆州铺天盖地投放广告的外部团体。
This isn't an outside group built to flood the airwaves in key congressional races or battleground states ahead of the 2026 midterms. • Instead, it represents an initial investment in a broader battle over AI and data centers that will likely bleed into the 2027 state legislative battles and the 2028 presidential campaign.
- 相反，它代表了在AI和数据中心更广泛博弈中的初始投资，这场博弈很可能延续至2027年的州立法斗争和2028年的总统大选。
• "Texas shouldn't choose between protecting what matters and building what's next," the narrator says in one of its ads, which makes an appeal to Gov. Greg Abbott (R). "We can do both."
- “德克萨斯州不应在保护重要事物与建设未来之间二选一，”其广告之一的旁白说道，向州长Greg Abbott（共和党）发出呼吁。“我们两者兼得。”
• "Texas shouldn't choose between protecting what matters and building what's next," the narrator says in one of its ads, which makes an appeal to Gov. Greg Abbott (R). "We can do both." Zoom out: Data centers have become a defining issue in the 2026 midterm elections, with Democrats hammering Republicans in key states for supporting them.
放眼全局：数据中心已成为2026年中期选举的核心议题，民主党在关键州猛烈抨击支持数据中心的共和党人。
• Leading progressives, including Sen. Bernie Sanders (I-Vt.) and Rep. Alexandria Ocasio-Cortez (D-N.Y.), have unveiled legislation to pause all new data center construction nationwide until AI safeguards are in place.
- 参议员伯尼·桑德斯（佛蒙特州，无党籍）和众议员亚历山德拉·奥卡西奥-科尔特斯（纽约州，民主党）等主要进步派人士提出立法，要求在建立人工智能保障措施之前，暂停全国范围内所有新数据中心的建设。
• At the state level, Abbott — a cheerleader for data centers before the political backlash to them began — halted approvals for new data centers in early August. A few weeks later, he said data center companies had "dug their own grave" and deserved the backlash they were facing.
- 在州一级，阿博特州长——在政治反弹出现之前曾是数据中心的啦啦队长——于8月初叫停了新数据中心的审批。几周后，他表示数据中心公司“自掘坟墓”，理应承受面临的反弹。
• Pennsylvania Gov. Josh Shapiro (D) had a similar reversal: Last year he celebrated a $20 billion Amazon investment, but last month signed an executive order to tighten the rules for data center development.
- 宾夕法尼亚州州长乔什·夏皮罗（民主党）也有类似的反转：去年他还庆祝亚马逊200亿美元的投资，但上个月签署行政令，收紧数据中心开发的规则。
Unions are heavily represented in the group, with the goal of activating their members to help convince state and local officials that data centers can be built responsibly.
工会在该团体中占据重要地位，目标是动员会员帮助说服州和地方官员，数据中心可以负责任地建设。
• Besides the IBEW, the International Association of Sheet Metal, Air, Rail and Transportation Workers (SMART), the International Association of Heat and Frost Insulators and Allied Workers (HFIAW), the International Association of Iron Workers, and the United Association of Union Plumbers and Pipefitters (UA) are aboard.
- 除了国际电气工人兄弟会（IBEW），国际钣金、空气、铁路和交通工人协会（SMART）、国际隔热和防霜工人及相关工人协会（HFIAW）、国际钢铁工人协会，以及联合管道工和管道安装工协会（UA）也加入其中。
• Besides the IBEW, the International Association of Sheet Metal, Air, Rail and Transportation Workers (SMART), the International Association of Heat and Frost Insulators and Allied Workers (HFIAW), the International Association of Iron Workers, and the United Association of Union Plumbers and Pipefitters (UA) are aboard.
- 该团体自己的民调显示，数据中心在俄亥俄州极不受欢迎，67%的受访者持负面看法，仅18%持正面印象。
• The group's own polling found that data centers are deeply unpopular in Ohio, with 67% of those surveyed holding an unfavorable opinion, compared with 18% who have a favorable impression.
- 但根据该团体的民调，如果数据中心承诺保持电费低廉、创造就业和产生税收，这些数字就会反转。
• But those numbers flip when data centers pledge to keep electricity costs low, create jobs and generate tax revenue, according to the group's polling.
核心看点：该团体想与地方官员合作——而不是对抗。
The bottom line: The group wants to work local officials — not them.
- “美国工人和社区应在建设这一关键基础设施的过程中拥有话语权，”SMART总主席迈克尔·科尔曼表示。
• "American workers and communities should have a seat at the table as this critical infrastructure is built," said Michael Coleman, general president of SMART.