马斯克的商业帝国面临民主党浪潮冲击，得克萨斯州翻蓝 11月4日——随着共和党遭遇惨败、得克萨斯州选出了三十多年来首位民主党州长，美国中期选举中最大的输家之一并不在选票上：亿万富翁埃隆·马斯克。
Elon Musk's business empire braces for Democratic wave as Texas flips blue Nov 4 - As Republicans suffered a landslide defeat and Texas elected its first Democratic governor in more than three decades, one of the biggest losers of the US midterms was not on the ballot: billionaire Elon Musk.
这位世界首富花费近5亿美元支持共和党候选人、力保得州维持红色，而该州是他的汽车制造商特斯拉、从火箭到人工智能的公司SpaceX，以及两家公司计划合资的芯片制造项目的所在地。
The world's richest man spent nearly half a billion dollars to back Republican candidates and keep Texas red - a state home to his automaker Tesla, rocket-to-AI company SpaceX and a planned chipmaking venture between the two.
随着民主党拿下国会两院、吉娜·伊诺霍萨在得州州长竞选中击败格雷格·阿博特，这些押注化为泡影。这是对美国总统唐纳德·特朗普的尖锐斥责，而马斯克是特朗普的亲密盟友，曾帮助他当选。
Those bets unraveled as Democrats seized both chambers of Congress and Gina Hinojosa defeated Greg Abbott in the Texas governor's race, in a stinging rebuke to US President Donald Trump, a close Musk ally whom the billionaire helped elect.
就在周二，马斯克还在X上敦促他的关注者投票给共和党。如今，他面对的是一个重新崛起的民主党——多年来他一直与之对立。
Musk, who urged his followers on X to vote Republican as recently as Tuesday, now faces a resurgent Democratic Party that he has spent years antagonizing.
这位共和党最大的金主上个月甚至在他的社交媒体平台上发出报复威胁，此前有报道称，民主党正在考虑若赢得中期选举就对他的公司展开调查。
The GOP's largest donor even threatened retaliation last month on his social media platform after a report said Democrats were considering probes into his companies if they won midterms.
SpaceX股价在盘前交易中下跌3.8%，特斯拉下跌3.6%，两只股票均跑输大盘。
Shares of SpaceX fell 3.8% in premarket trading, while Tesla was down 3.6% as both stocks lagged the broader market.
马斯克面临的最大挑战之一，可能是数据中心审批放缓，而这些数据中心对于开拓SpaceX在IPO前向投资者宣传的28.5万亿美元可及市场至关重要。
One of Musk's biggest challenges could be slower approvals for the data centers crucial to tapping the $28.5 trillion addressable market that SpaceX touted to investors ahead of its IPO.
分析人士和专家预计，随着当地民众对电费的反对声浪日益高涨，民主党将加强对数据中心项目的审查，并推动暂停建设。
Analysts and experts expect Democrats to tighten scrutiny of data-center projects and push for construction moratoriums as local opposition grows over electricity costs.
“民主党横扫国会将对科技行业施加压力，并可能对一切与人工智能相关的事物带来监管压力，还可能拖慢我们每天看到、且往往视为理所当然的那种狂野西部式的增长数字，”Longbow资产管理公司首席执行官杰克·多拉海德表示。
"A Democratic sweep of Congress would put pressure on tech and potentially bring regulatory pressure on everything AI and possibly slow down the wild, wild west growth figures that we see daily and often take for granted," said Jake Dollarhide, CEO of Longbow Asset Management.
“马斯克是共和党人坚持到最后一刻的‘万福玛利亚’传球。不幸的是，他投入巨额资金支持红州，却无法抵消更高的水电费、杂货店物价和加油站油价。”马斯克还因乌克兰军方使用的卫星通信受到限制、他在政府效率部任职期间联邦政府大规模裁员，以及流向其旗下公司的政府合同和补贴，而受到民主党议员的审视。
"Musk was the Hail Mary for Republicans leading down to the wire. Unfortunately, his large infusion of cash to back red states could not overcome higher utility bills, prices at the grocery store and prices at the gas pump." Musk has also drawn scrutiny from Democratic lawmakers over restrictions on satellite communications used by Ukraine's military, mass federal job cuts under his watch at DOGE and the government contracts and subsidies flowing to his companies.
其中一位议员是即将出任众议院监督委员会主席的罗伯特·加西亚，他在周二晚间向共和党人及其盟友发出了直截了当的两个字：“找律师吧。”伊诺霍萨推动数据中心暂停令。在得克萨斯州，马斯克可能还不得不应对他与伊诺霍萨之间微妙的关系。
One of the lawmakers is Robert Garcia, the next House Oversight Committee chair, who had a blunt two-word message for Republicans and their allies on Tuesday evening: "Lawyer up." HINOJOSA PUSHES FOR DATA-CENTER MORATORIUM In Texas, Musk also might have to deal with the tenuous relations between him and Hinojosa.
这位候任州长曾提起诉讼，要求获取马斯克与阿博特之间的电子邮件，并指责前州长通过向这位亿万富翁提供优惠交易而出卖孤星州。
The incoming governor had sued to obtain emails between Musk and Abbott and accused the former governor of selling out the Lone Star state by offering favorable deals to the billionaire.
她还驳斥了阿博特遏制数据中心的努力，称其为政治作秀，转而呼吁立即停止新项目，直到议员们加强对当地社区的保护，并终止税收减免。
She has also dismissed Abbott's efforts to rein in data centers as political theater, calling instead for an immediate halt to new projects until lawmakers strengthened protections for local communities, as well as an end to tax breaks.
马斯克本人似乎对这些障碍不以为意。“现在太空中的数据中心的吸引力相当大，”他在X上发帖写道，暗指SpaceX将数据中心送入轨道的雄心勃勃计划，尽管在冷却和维修方面存在重大挑战。
Musk himself appeared to make light of the hurdles. "Data centers in space looking pretty appealing right now," he posted on X, alluding to SpaceX's ambitious plan to put data centers in orbit despite major challenges around cooling and repairs.
该公司的AI业务以Colossus和Colossus II为核心，这两座数据中心位于孟菲斯附近，是世界上最大的AI数据中心之一。将其算力出租给包括Anthropic在内的客户，使收入飙升，并帮助SpaceX实现了作为上市公司的首次盈利。
The company's AI business is centered around Colossus and Colossus II, two of the world's largest AI data centers near Memphis. Renting their computing power to customers including Anthropic has sent revenue soaring and helped SpaceX post its first profit as a public company.
但该公司的目标是将产能从9月底的1.7吉瓦几乎翻倍，到年底达到最高3吉瓦，然后在明年扩大到13吉瓦。
But the company aims to nearly double capacity from 1.7 gigawatts at September-end to as much as 3 gigawatts by year-end, before scaling up to 13 gigawatts next year.
任何产能上线方面的延迟，都可能妨碍马斯克雄心勃勃的收入目标，并加剧投资者的审视，他们对人工智能基础设施不断攀升的成本日益警惕。
Any delays in bringing the capacity online may hamper Musk's ambitious revenue targets and intensify scrutiny from investors growing wary about AI infrastructure's mounting costs.
芯片研究公司SemiAnalysis已识别出超过9吉瓦的计划中或开发中的产能，其中包括SpaceX位于得克萨斯州博卡奇卡的星际基地综合体的新设施。
Chip research firm SemiAnalysis has identified more than 9 gigawatts of planned or developing capacity, including new facilities at SpaceX's Starbase complex in Boca Chica, Texas.
博卡奇卡的扩建可能面临阻力，因为伊诺霍萨反对将一处海滨州立公园潜在出售给SpaceX，此前《得克萨斯月刊》报道称官员们已讨论过该交易。
That Boca Chica expansion could face resistance as Hinojosa has opposed the potential sale of a beachfront state park to SpaceX after Texas Monthly reported officials had discussed the deal.
“让我明确一点：得克萨斯州不出售，”伊诺霍萨上个月表示。与此同时，马斯克已删除了他在选举日呼吁其追随者投票给共和党的帖子。
"Let me be clear: Texas is not for sale," Hinojosa said last month. Musk, meanwhile, has deleted his election-day appeal to his followers to vote Republican.