
贝莱德首席执行官拉里·芬克警告称,若暂停数据中心建设,可能导致经济增速放缓。周三,贝莱德公布了超出预期的第三季度业绩。随后,芬克在接受CNBC采访时指出:“倘若我国实施某种形式的数据中心建设禁令,经济必将陷入衰退。”当日上午尾盘,贝莱德股价上涨约1%。
BlackRock CEO Larry Fink warned that a halt to data center construction could trigger an economic slowdown. "If we have a moratorium of some sort in this country, we will be in a recession," Fink told CNBC Wednesday, after BlackRock reported better-than-expected third-quarter earnings early Wednesday. BlackRock advanced about 1% in late morning trading. "So much of our economy is based on the buildout of this capex," Fink added, referring to the massive investments made to develop artificial intelligence infrastructure.
芬克还提到,当前美国经济在很大程度上依赖于此类资本开支的投入,尤其是用于人工智能基础设施开发的大规模投资。
Fink's warning comes as strong, local opposition to data center construction has emerged as a key issue in the Nov. 3 midterm elections, as communities struggle with rising utility costs, water use, environmental damage and questions over investment transparency.
近期,各地民众对数据中心建设的反对声浪日益高涨,这已成为11月3日中期选举的关键议题。许多社区正面临公用事业费用上涨、水资源消耗增加、生态环境受损以及投资透明度不足等诸多问题。
While Fink acknowledged fears about the data center buildout, he also noted "most of it is on misinformation." The stakes are high.
虽然芬克承认公众对数据中心建设存在担忧,但他同时强调:“绝大多数相关担忧其实源于不实信息。”目前形势至关重要:华尔街分析师预测,到2027年全球人工智能领域的资本开支总额有望突破1万亿美元,而到2030年更将累计超过5万亿美元。
Wall Street analysts estimate total AI capital expenditures could climb above $1 trillion in 2027 and total in excess of $5 trillion by 2030. "Data centers are not the problem.
这位贝莱德掌门人进一步解释道:“数据中心并非问题所在。事实上,它们正在创造有史以来最多的就业机会。”他指出,如此庞大的投资规模也催生了对建筑工人、物理数字基础设施、人工智能计算硬件以及保障电网供电的能源基础设施的庞大需求。
They're creating more new jobs than ever before," the BlackRock CEO explained. The scale of investment has created demand for construction workers, physical digital infrastructure, AI compute hardware and energy infrastructure to secure grid power, he said.