纽约，10月13日：高盛CEO大卫所罗门周二表示，在中期选举之前，围绕人工智能中心的政治波动将值得关注。
NEW YORK, Oct 13 : Goldman Sachs CEO David Solomon said on Tuesday it would be interesting to watch for political volatility around AI centers ahead of midterm elections.
他在分析师会议上谈及季度财报时还表示，随着人工智能项目的融资需求增长以及利率压力增加，这可能会影响某些项目的回报和可行性。
Speaking at an analysts' call for quarterly earnings, he also said as the financing needs for AI projects grow and there is pressure on rates, it could affect the returns and the viability of certain projects.
“数据中心周边出现局部政治波动。你知道，我们即将迎来选举。这将很有趣，”所罗门说。
"Localized political volatility around data centers. You know, we've got an election coming up. It'll be interesting to see," Solomon said.
“显然，选举即将到来，政治讨论会很多，但随后你也必须看到各州和地方在选举后将如何行动。所有这些因素都可能造成你知道的波动，并且它们周围存在不确定性。”数据中心提供训练和运行人工智能模型所需的算力，近年来在美国各地社区中面临日益增长的反对声音。
"Obviously there's a lot of political discussion coming into an election, but then you also have to see how states and localities act coming out of elections. All these things can create you know volatility, and there's uncertainty around them." Data centers, which provide the computing power needed to train and run AI models, have faced growing opposition from communities across the United States.
居民们对其不断上升的电力需求、可能导致的更高公用事业账单以及对当地社区的其他环境影响表示担忧。
Residents have raised concerns about their rising electricity demand, the potential for higher utility bills and other environmental impacts on local communities.
根据一项新研究，人工智能基础设施建设的规模将超过电力、铁路、州际公路或互联网的推广规模，其财务结构日益复杂，可能带来系统性风险。
The artificial intelligence buildout is on track to require a larger share of U.S. output than the rollout of electricity, railroads, interstate highways or the internet, with an increasingly complicated financial structure that poses potentially systemic risks, according to a new study.
该扩张预计将在2032年前每年消耗美国国内生产总值的约3.6%，相当于超过10万亿美元，并且正在使用越来越复杂的融资安排。哥伦比亚商学院金融与房地产教授斯蒂恩·范纽韦尔布鲁赫在为布鲁金斯学会上个月举办的会议准备的一篇论文中如此写道。“围绕它将会建设相当可观的基础设施，”高盛的所罗门说道。
The expansion will consume around 3.6 per cent of gross domestic product annually through 2032, or more than $10 trillion, and is using ever more intricate financing arrangements, Stijn Van Nieuwerburgh, a finance and real estate professor at Columbia Business School, wrote in a paper prepared for a Brookings Institution conference last month. "There's going to be infrastructure built around it that's going to be quite significant," Goldman's Solomon.
“但我们认为自己处于非常有利的位置，能够提供全方位服务并积极参与，我们仍然看到大量的活动。” 高盛是英伟达的金融合作伙伴，英伟达在8月宣布，已与六家主要金融机构合作推出计算平台，旨在为AI基础设施筹集超过5000亿美元的第三方资本。
"But we feel very well positioned to bring the full range of services and participate actively, and we still see an enormous amount of activity." Goldman is a financial partner with Nvidia, which in August announced it has partnered with six major financial institutions to launch compute platforms aimed at raising over $500 billion in third-party capital for AI infrastructure.