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CoreWeave首席执行官表示,数据中心引发的反对声并未吓退人工智能巨头CoreWeave's CEO says data center backlash isn't scaring off AI giants

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CoreWeave首席执行官Michael Intrator对数据中心遭遇的抨击不以为意。"绝对没有任何订单减少的情况," Intrator周三上午在接受CNBC节目"Squawk On The Street"采访时表示。这位领导一家起步于加密货币挖矿业务的AI云服务提供商的CEO称,针对数据中心建设的任何监管打压只会导致企业将重心转向欢迎建设的社区。"

CoreWeave CEO Michael Intrator is shrugging off the data center backlash. "There has absolutely not been any reduction in orders," Intrator said Wednesday morning during an interview on CNBC's "Squawk On The Street." Intrator, who leads an AI cloud provider that started as a crypto mining company, said that any regulatory crackdown on data center buildouts will simply result in companies focusing on communities that welcome the construction.

围绕数据中心出台的法规,只会导致基础设施迁移,"他说。"它们绝不会以任何方式减少需求。" Intrator表示,市场正在寻找更多数据中心。"只是个选址问题,"他说。"仅此而已。"

"The regulations that are being brought out around data centers, all they are going to do is they're going to relocate the infrastructure," he said. "They're not going to in any way reduce the demand." The market, Intrator said, is looking for more data centers. "It's just a question of where you put it," he said. "Nothing more than that."

如果更广泛的AI反弹导致全国性的重大限制,CoreWeave将是受影响的少数AI基础设施公司之一。7月,纽约州州长Kathy Hochul签署了全美首个大规模数据中心全州范围暂停令。其他州长(包括共和党人)也采取行动削减数据中心历史上享受的税收优惠和其他福利。11月的中期选举后会发生什么仍有待观察,两党候选人都竞相将对手描绘为过于亲近AI行业。

CoreWeave is among a handful of AI infrastructure companies that would be affected if a broader AI backlash leads to significant nationwide restrictions. In July, New York Gov. Kathy Hochul signed the nation's first statewide moratorium on large-scale data centers. Other governors, including Republicans, have moved to cut back on tax incentives and other benefits data centers have historically received. It remains to be seen what will happen after November's midterm elections, where candidates from both parties have raced to portray their opponents as too friendly to the AI industry.

周二,特朗普总统在记者面前表示,基于AI和科技行业将如何与当地社区合作,数据中心"将会非常受欢迎"。特朗普在白宫举行私人午餐会,欢迎Anthropic、OpenAI、微软、Meta、谷歌、英伟达等公司的领导人参加,共同探讨该技术的未来,他在会上对记者发表了上述言论。"这是一群热爱当地社区的人,"特朗普对记者说。"

On Tuesday, President Donald Trump told reporters that data centers "are gonna be very popular" based on how the AI and tech industry will work with local communities. Trump made those comments alongside leaders from Anthropic, OpenAI, Microsoft, Meta, Google, Nvidia, and other companies, which he welcomed to the White House for a private lunch to discuss the future of the technology. "This is a group that loves local communities," Trump told reporters.

他们热爱我们的国家,并且将与当地社区合作建设数据中心,特别是数据中心。""他们将让社区感到满意。" 民调显示,选民继续反对在其社区建设数据中心。NPR/PBS News/Marist Poll 全国调查发现,超过十分之六的选民(65%)反对"在您的社区建设数据中心"。CoreWeave 等公司在向证券交易委员会提交的季度文件中,将数据中心暂停令列为潜在风险。

"They love our country, and they are going to work with local communities for the data centers, in particular. And they're going to make the community happy." Polling shows voters continue to oppose data center construction in their communities. A NPR/PBS News/Marist Poll national survey found that more than 6 in 10ed voters (65%) opposed "the construction of a data center in your community." Companies like CoreWeave have cited data center moratoriums as a potential risk in quarterly filings with the Securities and Exchange Commission.

CoreWeave 最新的 10-Q 文件(涵盖第二季度)新增了对纽约州暂停令的提及。在公司的财报电话会上,Intrator 表达了类似的看法。"归根结底,我们做他们的好邻居,既符合我们的利益,也符合他们的利益,"他说。

CoreWeave's latest 10-Q, covering the second quarter, added a mention of New York's moratorium. During the company's earnings call, Intrator expressed a similar outlook. "Ultimately, at the end of the day, it is in our interest, and it is in their interest for us to be good neighbors of their community," he said.