周二，美国选民几乎在所有将数据中心列入投票的地方都予以否决，这一挫败势必会让投资者更加忐忑，他们已对人工智能建设热潮感到不安。全美九个州的30多个地方通过投票决定实施暂停令、全面禁令及其他限制措施，部分直接针对正在进行的具体项目。佛罗里达州埃奇沃特以压倒性优势投票决定将数据中心禁令写入城市宪章，俄亥俄州佩里的选民通过措施，对寻求税收减免的超大规模运营商施加财务和运营限制。
American voters roundly rejected data centers nearly anywhere they were on the ballot Tuesday, a rebuke sure to rattle investors already growing skittish about the AI buildout. Residents in more than 30 localities across nine states voted for moratoriums, outright bans, and other measures, some in direct response to specific projects underway. Edgewater, Fla. overwhelmingly voted to embed a data-center ban in the city’s charter, and voters in Perry, Ohio passed a measure placing financial and operational constraints on hyperscalers seeking tax breaks.
一项分析显示，本轮选举周期中，参加130多场联邦和州长竞选的民主党候选人播放了反科技或反数据中心广告。这种压力迫使包括得克萨斯州州长格雷格·阿博特在内的部分共和党候选人——几个月前他还是人工智能的推动者——承诺实施更严格的监管；但他最终仍落选了。
Democrats running in more than 130 federal and gubernatorial races aired anti-tech or anti-data center ads this cycle, one analysis showed. The pressure pushed some Republican candidates including Texas Gov. Greg Abbott, an AI booster just a few months ago, into promises of tougher regulation; he lost anyway.
为建设提供融资的银行和资产管理机构已开始将地方反对视为信用风险，而超大规模运营商正争相聘请社区联络员。与此同时，科技公司为应对舆论风向转变，试图将数据中心重新包装为“算力园区”，但效果好坏参半，Semafor的Ashley Gold报道称。
Banks and asset managers financing the buildout have already begun treating local opposition as a credit risk, while hyperscalers are rushing to hire community liaisons. Meanwhile, tech companies bracing for the vibe shift are trying to rebrand the data centers as “compute campuses” with mixed results, Semafor’s Ashley Gold reported. — J.D. Capelouto
