周二，选民表现出对人工智能竞赛的深度不信任，批准了数十项数据中心暂停令，并选出大量支持放缓这一10万亿美元建设热潮的候选人，包括得克萨斯州——这一繁荣的中心地带。
Voters showed deep distrust of the AI race Tuesday, approving dozens of data center moratoriums and electing a raft of candidates who favor slowing a $10 trillion buildout, including in Texas — the epicenter of the boom. Why it matters
为何重要在众多美国人面临负担能力危机的这场选举中，选民明确表示，他们并不把硅谷的人工智能雄心视为技术奇迹，而是视为一种消耗资源、威胁钱包和社区的隐患。
In an election that hinged on an affordability crisis for many Americans, voters made it clear they view Silicon Valley's AI ambitions not as a technological miracle, but as a resource-draining threat to their wallets and communities.
- 选举结果向美国一些最富有、最有权势的高管发出了警告，其中许多人已在想方设法为这场他们势在必得的革命打造一个更易被接受的版本。
• The results were a warning shot to some of the nation's wealthiest and most powerful executives, many of whom are already working on ways to build a more palatable version of the revolution they are dead-set on winning.
“我们刚刚目睹的是一场人工智能地震，”美国负责任创新组织联合创始人布拉德·卡森对Axios表示。“选民刚刚发出了一个明确的信息，他们希望为人工智能和数据中心制定规则。”
"What we just witnessed was an AI earthquake," Brad Carson, co-founder of Americans for Responsible Innovation, told Axios. "Voters just sent a clear message that they want rules for AI and data centers." Driving the news:
核心消息：民主党挑战者吉娜·伊诺霍萨在得克萨斯州州长竞选中意外获胜，从根本上打乱了人工智能建设热潮的算盘。
Democratic challenger Gina Hinojosa's surprise victory in the Texas governor's race fundamentally scrambles the math for the AI buildout.
- 伊诺霍萨在竞选中承诺，在得州议会于2027年年中结束的会期通过解决水、电力、空气和产权影响的相关立法之前，维持数据中心建设暂停令。
• Hinojosa campaigned on keeping a moratorium on data center construction in place until the state passes legislation tackling impacts on water, electricity, air and property rights in the legislative session that ends in mid-2027.
- 研究公司SemiAnalysis的数据显示，虽然预计于2027年建成的美国数据中心大多已在建设中，但暂停超过六个月将给得克萨斯州带来更长时间的延误，该州占2028年美国新增数据中心产能的41%。
• While most 2027 U.S. data centers expected are already under construction, a hold for more than six months would bring extended delays to Texas, which accounts for 41% of new U.S. capacity in 2028, according to the research firm SemiAnalysis.
- 民主党赢得了得克萨斯州之后数据中心新增产能最多的三个州，包括俄亥俄州、佐治亚州和亚利桑那州。俄亥俄州和佐治亚州的胜出者支持限制性政策，尽管这些政策将如何具体落实尚不清楚。
• Democrats won all three of the states that follow Texas for new data center capacity, including Ohio, Georgia and Arizona. The winners in Ohio and Georgia favor restrictive policies, although it's not yet clear how those will take shape.
深层含义：总体而言，2028年近三分之二的数据中心产能可能面临延期，尽管大多数政治分析人士认为民主党不会永久阻止建设。
Between the lines: All told, nearly two-thirds of 2028 data center capacity could face delays, although most political analysts don't see Democrats permanently blocking construction.
各方表态：众多候选人和政界人士将人工智能列为这次蓝色浪潮中最重要的问题之一，这是2028年总统大选前的一个重要风向标。
What they're saying: A host of candidates and politicos called out AI as one of the most important issues in the blue wave, an important signpost ahead of a momentous 2028 presidential race.
- 参议员乔恩·奥索夫（民主党-佐治亚州）是2028年大选的潜在竞争者，他以压倒性优势赢得连任。他在胜选演讲中抨击“硅谷巨头”，称他们一边警告“自己正在创造的人工智能可能危及人类生存”，一边“为自己挖地堡”。
• Sen. Jon Ossoff (D-Ga.), a 2028 contender who won reelection by a wide margin, called out "the titans of Silicon Valley" in a victory speech, saying they "dig bunkers for themselves" even as they warn "that the artificial intelligence they're creating risks human extinction."
- 前纽约州议员、RAISE法案起草人亚历克斯·博雷斯告诉Axios，人工智能作为美国政治中最大的议题完成了“正式首秀”。“人工智能正深入我们社会和经济的每一个角落，现在已显而易见，它也同样影响着我们政治的每一个角落。”
• AI had its "official debut" as the biggest issue in American politics, former New York Assemblymember and RAISE Act author Alex Bores told Axios. "AI is reaching into every part of our society and economy and it's now crystal clear it's impacting every part of our politics, too." By the numbers
数据一览：反科技情绪远远超出这些州。
The anti-tech sentiment extended far beyond those states.
- 据Ballotpedia统计，在10个州的选票上出现的41项数据中心措施中，约有24项旨在限制或阻止开发的提案根据初步计票结果似乎已获通过。
• Out of 41 data center measures on the ballot across 10 states, about two dozen proposals designed to restrict or block development appeared to have passed based on initial returns, according to Ballotpedia.
- 俄亥俄州涉及的这类投票之争最多，还有一些投票结果尚未出炉，包括阿肯色州和北达科他州。
• Ohio hosted the largest share of those ballot fights, and some votes are still forthcoming, including in Arkansas and North Dakota.
不过：在加利福尼亚州，一项拟对资产超过10亿美元的个人和信托基金征收5%财富税的提案似乎在周三凌晨以失败告终。
Yes, but: In California, a measure that would've enacted a 5% wealth tax on individuals and trusts with more than $1 billion in assets appeared headed for defeat early Wednesday morning.
- 第40号提案遭遇了资金雄厚的反对，反对者包括该州科技名流以及加文·纽森州长、泽维尔·贝塞拉等知名民主党人。
• Proposition 40 faced a well-funded opposition from the state's tech luminaries, as well as prominent Democrats like Gov. Gavin Newsom and Xavier Becerra.
耐人寻味之处：在摇摆选区，利用对人工智能的怀疑态度被证明是民主党人的制胜策略。
The intrigue: Leaning into AI skepticism proved to be a winning strategy for Democrats in swing districts.
- 民主党挑战者成功将人工智能政策武器化，在俄亥俄州、威斯康星州、亚利桑那州和宾夕法尼亚州击败了共和党人。
• Democratic challengers successfully weaponized AI policy, ousting Republicans in Ohio, Wisconsin, Arizona and Pennsylvania.
- 民主党团体曾向这些选区投放大量广告，攻击共和党在任者，因为他们2025年的一次投票本可能使州人工智能立法失效。
• Democratic groups had poured ads into these districts attacking GOP incumbents for a 2025 vote that would've neutered state AI legislation.
- 人工智能安全倡导者周二赢得或即将赢得选举，将在新一届国会扩大其联盟，包括科罗拉多州的曼尼·鲁蒂内尔和明尼苏达州的马特·利特尔。
• AI safety advocates won or were poised to win races on Tuesday that will expand their coalition in the new Congress, including Colorado's Manny Rutinel and Minnesota's Matt Little. The bottom line
核心观点多年来，科技高管们一直主导着看似无限扩张的条款，但这次选举证明，投票箱依然至高无上。
For years, tech execs have dictated the terms of a seemingly limitless expansion, but this election proves that the ballot box still reigns supreme.