理查德·布兰森和里德·霍夫曼在民主党在中期选举中大获全胜后，批评亿万富翁的政治捐款，而埃隆·马斯克在得克萨斯州选举中投入的2.24亿美元赌注落空。
Richard Branson and Reid Hoffman criticized billionaire political spending after Democrats' sweeping midterm victory, while Elon Musk saw his $224 million Texas election gamble fall short.
亿万富翁投资人比尔·阿克曼、查马斯·帕利哈皮蒂亚和布拉德·格斯特纳警告称，民主党对数据中心的反对可能威胁人工智能繁荣。
Billionaire investors Bill Ackman, Chamath Palihapitiya and Brad Gerstner warned that Democratic opposition to data centers could threaten the artificial intelligence boom.
尽管存在这些担忧，华尔街仍然上涨，道琼斯指数一度飙升逾1500点，大型科技股市值一度增加逾7500亿美元。美国亿万富翁周三醒来，面临着政治清算——以及华尔街的反弹。
Wall Street rallied despite those concerns, with the Dow surging more than 1,500 points and Big Tech stocks adding more than $750 billion in market value at one point Wednesday. America's billionaires woke up Wednesday to a political reckoning— and a Wall Street rally.
当民主党庆祝中期选举大获全胜之际，一些国内最富有的捐赠者因创纪录的选举支出互相攻讦，另一些人则警告选举结果可能威胁人工智能繁荣。
As Democrats celebrated a sweeping midterm victory some of the country's wealthiest donors traded barbs over record election spending Others warned the results could threaten the artificial intelligence boom.
然而，华尔街为结果欢呼。道琼斯工业平均指数飙升1569点，涨幅3%；标普500指数上涨1.6%；纳斯达克综合指数上涨1.4%，投资者欢迎政治僵局减少了不确定性，以及唐纳德·特朗普总统愿意接受结果。
Wall Street, however, cheered the outcome. The Dow Jones Industrial Average soared 1,569 points, or 3%, while the S&P 500 gained 1.6% and the Nasdaq Composite rose 1.4%, as investors welcomed political gridlock reduced uncertainty and President Donald Trump's willingness to accept the results.
维珍集团创始人理查德·布兰森抨击了用于影响选举的数十亿美元资金。
Virgin Group founder Richard Branson took aim at the billions spent influencing the election.
布兰森周三在上写道：“我为科技企业家和对冲基金经理花费的数十亿美元感到羞耻，”并呼吁竞选财务改革。根据2026年选举周期的披露门槛，布兰森未作出达到申报标准的捐款。
"I have felt embarrassed by the billions that tech entrepreneurs and hedge fund managers have spent," Branson wrote Wednesday on calling for campaign finance reform. Branson did not give donations that met the threshold reporting in the 2026 election cycle.
他的言论之际，作为本次选举最大个人捐赠者的埃隆·马斯克，尽管在得州投入2.24亿美元——占其全国政治捐款创纪录的4.74亿美元近半，据CNBC对竞选财务记录的分析，却眼睁睁看着他支持的共和党人在得州参议员和州长竞选中落败。
His comments came as Elon Musk, the election's largest individual donor watched his preferred Republicans lose the Texas Senate and governor races despite pouring $224 million into the state — nearly half his record $474 million in political giving nationwide, according to a CNBC analysis of campaign finance records.
周三早些时候，特斯拉和SpaceX首席执行官在上暗示，太空数据中心看起来越来越有吸引力，随后开玩笑说他的“干预选举的太空激光”失灵了。
Early Wednesday, the Tesla SpaceX suggested on that data centers in space were looking increasingly appealing before joking that his "election-interfering space lasers" had failed.
LinkedIn 联合创始人、另一位主要政治捐赠人里德·霍夫曼（Reid Hoffman）的语气则更为尖锐。
LinkedIn co-founder Reid Hoffman another major political donor, took a sharper tone.
“我们应该让金钱退出政治，”霍夫曼周二深夜在 X 上写道，指责马斯克花费“惊人的巨资让专制小丑继续掌权”，同时为自己向民主党的捐款进行辩护。
"We should get money out of politics," Hoffman wrote late Tuesday on accusing Musk of spending "outrageous amounts to keep authoritarian clowns in power" while defending his own contributions to Democrats.
其他民主党大额捐赠者则在庆祝。“世界昨天变了，”亚历克斯·索罗斯（Alex Soros）周三在 X 上写道，称赞选举结果是一场代际胜利，此前他的家族向民主党政治事业捐款约 1.03 亿美元。
Other Democratic megadonors celebrated. "The world changed yesterday," Alex Soros wrote Wednesday on X, hailing the results as a generational victory after his family contributed roughly $103 million to Democratic political efforts.
但在政治口水战之外，美国一些最富有的投资者关注的是民主党大胜可能带来的一个更大后果——AI 热潮的未来。甚至在周二投票结束前，潘兴广场（Pershing Square）创始人比尔·阿克曼（Bill Ackman）就在 CNBC 节目《街头聚焦》（“Squawk on the Street”）上警告称，放缓 AI 发展可能危及美国的技术优势。“实际上讲，我们无法放缓脚步，”他说。
But beyond the political sparring, some of the country's richest investors were focused on a potentially bigger consequence of the Democratic sweep the future of the AI boom Even before polls closed Tuesday, Pershing Square founder Bill Ackman warned on CNBC's "Squawk on the Street" that slowing AI development could jeopardize America's technological edge. "Practically speaking, we can't slow down," he said.
随着周二晚间计票结果陆续出炉，亿万富翁投资者查马特·帕利哈皮蒂亚（Chamath Palihapitiya）发出了更严峻的警告。
As results rolled in Tuesday night, billionaire investor Chamath Palihapitiya sounded an even starker warning.
帕利哈皮蒂亚最初质疑早期结果是否会维持，但警告称如果结果成立，对 AI 交易的影响可能是毁灭性的。
Palihapitiya initially questioned whether the early results would hold, but warned that if they did, the implications for the AI trade could be severe.
“击沉 AI 交易的唯一途径，就是击沉数据中心，”帕利哈皮蒂亚在“All-In”播客的选举之夜直播中说道。
"And the only way to sink the AI trade is to sink the data centers," Palihapitiya said during an election-night livestream of the "All-In" podcast.
德克萨斯州成为了这些担忧的早期试金石。民主党籍当选州长吉娜·伊诺霍萨（Gina Hinojosa）击败了寻求连任第三个任期的共和党现任州长格雷格·阿博特（Greg Abbott），伊诺霍萨曾提议在建立更强保障措施之前，暂停新建数据中心。
Texas offered an early test of those fears. Democratic Gov.-elect Gina Hinojosa, who has proposed a moratorium on new data-center construction until stronger safeguards are established, defeated three-term Republican incumbent Greg Abbott.
在同一场直播中，Altimeter Capital 首席执行官布拉德·格斯特纳（Brad Gerstner）警告称，这股民主党浪潮可能意味着预计至少 10 到 15 吉瓦的 AI 数据中心产能将无法在 2027 年投入运营。华尔街分析师丹·艾夫斯（Dan Ives）周三估计，美国计划建设的数据中心中有 10% 将不再推进。
During the same livestream, Altimeter Capital CEO Brad Gerstner warned the Democratic wave could mean at least 10 to 15 gigawatts of expected AI data-center capacity would not come online in 2027. Wall Street analyst Dan Ives estimated Wednesday that 10% of planned U.S. data centers would no longer go ahead.
首席执行官苏姿丰承认，人们对人工智能扩张的抵制情绪日益增长，并敦促科技公司向当地社区展示数据中心的益处。
CEO Lisa Su acknowledged the growing resistance to AI's expansion urging technology companies to demonstrate the benefits of data centers to local communities.
“归根结底，我们需要做的是确保每个人都能从人工智能中受益，”苏姿丰周三对CNBC表示。然而，华尔街可能在令人工智能最大支持者感到担忧的同一放缓趋势中看到了机遇。
"At the end of the day, what we need to do is ensure that everybody wins from AI," Su told CNBC Wednesday Yet Wall Street may have found opportunity in the same slowdown that worried AI's biggest backers.
新建数据中心减少可能会提升现有设施的价值，同时减轻科技巨头巨大的支出负担。
Fewer new data centers could increase the value of existing facilities while easing the enormous spending burden on technology giants.
大型科技股周三飙升，市值一度增加逾7500亿美元，尽管规模较小、依赖债务的数据中心运营商股价却大幅下跌。
Big Tech stocks surged Wednesday adding more than $750 billion in market value at one point, even as smaller, debt-dependent data-center operators tumbled.