在2026年中期选举中，10个州共有41项与数据中心相关的投票议案提交表决。
41 data center-related ballot measures were up for a vote in the 2026 midterm elections in 10 states.
截至周三已出结果的几乎所有竞争中，选民均支持限制措施或否决了亲开发议案，北达科他州哈伍德为唯一例外。
Voters backed restrictions or rejected pro-development measures in nearly every contest with results available Wednesday, with Harwood, North Dakota, the exception.
反数据中心的宣传也出现在俄亥俄州和得克萨斯州民主党的重大胜利中，增加了人工智能基础设施建设的政治风险。
Anti-data-center messaging also featured in major Democratic wins in Ohio and Texas, increasing political risk for the AI infrastructure build-out.
人工智能数据中心热潮在选举之夜遭遇路障，进一步使科技行业的历史性扩张计划复杂化。
artificial intelligence data center boom hit a roadblock on election night further complicating the tech industry's historic expansion plans.
据Ballotpedia统计，周二共有41项地方投票议案在10个州提交表决，这些议案将以不同方式限制数据中心建设。根据Ballotpedia的分析及CNBC周三汇总的额外结果，除哈伍德一项议案外，选民在每项议案中均站在反对数据中心一方。
There were 41 local ballot measures in 10 states up for a vote on Tuesday that would place restrictions on the construction of data centers in different ways, according to Ballotpedia Voters sided against data centers in each measure except one in Harwood, North Dakota, according to an analysis by Ballotpedia and additional results gathered by CNBC on Wednesday.
哈伍德市投票否决了一项城市宪章修正案，该修正案本将要求在城市批准包括数据中心在内的工业开发项目前进行额外审查。
The City of Harwood voted against a charter rule amendment that would have required additional review before city approval of industrial developments, including data centers.
在俄亥俄州，民主党人谢罗德·布朗击败共和党参议员乔恩·休斯特，期间将现任者描绘为“数据中心的代言人”，该州据Ballotpedia统计有21项地方议案提交表决。
In Ohio, where Democrat Sherrod Brown ousted Republican Sen. Jon Husted after casting the incumbent as "the face of data centers," 21 local measures were up for a vote, according to Ballotpedia.
这个被CNBC评为2026年“全美最佳营商州”的“荞麦州”，已成为该问题的关键战场。
The Buckeye State, which was named America's Top State for Business in 2026 by CNBC, has become a key battleground for the issue.
OpenAI 于 8 月宣布，已在俄亥俄州的 PORTS-Pike 技术园区获得 8 吉瓦的算力容量，这是全球规模最大的规划中 AI 数据中心园区。根据该项目网站显示，首期建设计划于今年启动，容量预计从 2028 年起分阶段上线。软银和 SB Energy 正与美国能源部合作开发该俄亥俄州数据中心园区。软银是 OpenAI 的主要投资者，双方今年早些时候宣布计划向 SB Energy 投资 10 亿美元。
OpenAI announced in August that it secured 8 gigawatts of computing capacity at the PORTS-Pike Technology Campus in Ohio, the largest planned AI data center campus in the world. The first phase of construction is slated to begin this year, and capacity is expected to come online in phases starting in 2028, according to the project's website SoftBank and SB Energy are developing the Ohio data center campus in partnership with the U.S. Department of Energy. SoftBank is a major investor in OpenAI, and the two companies announced plans to invest $1 billion in SB Energy earlier this year.
英伟达也在为该项目提供担保，总成本可能超过 5000 亿美元。
Nvidia is also backstopping the project, which could cost more than $500 billion in total.
俄亥俄州州长官邸也变成了蓝色，民主党人、医生艾米·阿克顿击败了共和党商人维韦克·拉马斯瓦米。阿克顿支持对数据中心实施“附条件暂停令”，以确保它们承担 100% 的公用事业费用，并“完全使用工会劳工建设”。选票上的反弹进入大选之际，华尔街的 AI 交易已出现动摇，10 月芯片制造商、新云服务商及其他数据中心相关公司股价下跌，市场担忧利率上升和过度支出。
The Ohio Governor's Mansion also turned blue, as Democrat Amy Acton, a physician, defeated Republican businessman Vivek Ramaswamy. Acton supports a "conditional moratorium" on data centers to ensure they cover 100% of utility costs and "exclusively build with union labor." Backlash at the ballot box Heading into the election, the AI trade was already faltering on Wall Street, with chipmakers, neoclouds and other data center-related companies selling off in October on concerns about rising interest rates and overspending.
超大规模云服务商——Alphabet、Amazon、Microsoft、Meta——每年各自在 AI 基础设施上投入数千亿美元，以满足其所谓的“旺盛需求”。除 Microsoft 外，所有这些公司在此过程中现金流均转为负值。启动数据中心项目可能刚变得困难得多。
The hyperscalers —Alphabet Amazon Microsoft Meta— are each spending hundreds of billions of dollars a year on AI infrastructure to meet what they say is insatiable demand. All of those companies except Microsoft have turned cash flow negative in the process. Getting data center projects off the ground may have just gotten a lot harder.
据 Ballotpedia 统计，加利福尼亚州、佛罗里达州、伊利诺伊州、堪萨斯州、缅因州、新泽西州、内华达州和威斯康星州的社区也在投票中就该问题表达意见，数据中心成为选民在各层级选票事项上的关键驱动因素。
Communities in California, Florida, Illinois, Kansas, Maine, New Jersey, Nevada and Wisconsin also went to the polls to weigh in on the issue, according to Ballotpedia, and data centers were a key motivating factor for voters in matters up and down the ballot.
CNBC 选民民调显示，56% 的选民表示数据中心是其决策中的“关键或主要因素”，民主党选民对该问题的重视程度高于共和党选民。
In a CNBC Voter Poll, 56% of voters said data centers were a crucial or major factor in their decision, with Democrats ranking the issue higher than Republicans.
主张暂停或监管新项目的民主党人在俄亥俄州、威斯康星州、佐治亚州和得克萨斯州赢得关键选战，得克萨斯州有望在2030年前成为全球最大的数据中心市场。
Democrats who campaigned on pausing or regulating new projects won key races in Ohio, Wisconsin, Georgia and Texas, which is on track to become the world's largest data center market by 2030.
在民主党当晚最大的胜利之一中，吉娜·伊诺霍萨击败了州长格雷格·阿博特，她指责这位共和党现任州长导致得克萨斯州数据中心迅速扩张，并将科技行业的利益置于当地社区利益之上。
In one of the biggest results of the night for Democrats, Gina Hinojosa unseated Gov. Greg Abbott after blaming the Republican incumbent for the rapid buildout of data centers across Texas, and putting the tech industry's interests ahead of local communities.
硅谷在试图影响2026年中期选创下纪录的支出，共和党在本次选举最大捐赠者中拥有压倒性优势。据CNBC对联邦选举委员会记录的分析，最大的20个捐赠团体中有14个几乎完全支持共和党。加密货币、人工智能和在线博彩利益集团投入了超过3.77亿美元。埃隆·马斯克在本选举周期花费数亿美元，基本一无所获。
Silicon Valley spent record sums trying to shape the 2026 midterms, with the GOP boasting a commanding advantage among the election's biggest donors. According to a CNBC analysis of Federal Election Commission records, 14 of the 20 largest donor groups backed Republicans almost exclusively. Crypto, AI, and online gambling interests poured in more than $377 million. Elon Musk who spent hundreds of millions of dollars this election cycle, largely came up empty.
马斯克在X上发帖称：“太空数据中心看起来现在相当有吸引力。”得克萨斯州的结果似乎对整个人工智能行业构成了一个警示信号。
"Data centers in space looking pretty appealing right now," Musk wrote in a post on The Texas results appear to be a warning sign for the AI industry as a whole.
人工智能问责 在投票结束数小时内，民主党人已开始呼吁让人工智能高管宣誓作证。
AI accountability Within hours of the polls closing, Democrats were already calling for AI executives to testify under oath.
最先抓住选举结果发声的是众议员格雷格·卡萨尔，这位得克萨斯州民主党人担任国会进步核心小组主席。
Among the first to seize on the results was Rep. Greg Casar, the Texas Democrat who chairs the Congressional Progressive Caucus.
卡萨尔在民主党预计将赢得众议院多数席位后发表声明称：“众议院民主党多数派必须把保护美国人的工作、自由和生命免受人工智能亿万富翁侵害作为首要任务。人工智能公司首席执行官应被传唤宣誓作证。”
"The House Democratic majority must make it a top priority to protect Americans' jobs, freedom, and lives from AI billionaires," Casar said in a statement after Democrats were projected to win the House. "AI company CEOs should be called to testify under oath."
卡萨尔还指责共和党“被人工智能亿万富翁收买并付了钱”，认为选民已拒绝这种影响力，并警告民主党人要“追究他们的责任，而不是兑现他们的支票”。他说，数据中心之争只是开始。
Casar also accused Republicans of being "bought and paid for by AI billionaires," arguing that voters had rejected that influence and warning Democrats to "hold them accountable instead of cashing their checks." He said the data center fight is only the beginning.
“对数据中心的反抗是2026年大选的主要议题之一，”他说。“几年后我们回首往事，会把它视为一场规模大得多、正在颠覆美国政治的AI地震的早期颤动。” 数据中心遭遇反弹，引发对美国AI资本支出增长的质疑
"The revolt against data centers was one of the top issues of the 2026 election," he said. "And in a few years we will look back on it as just the early tremor of a much bigger AI earthquake upending American politics." Data center backlash raises questions over U.S. AI capex growth
