
11月3日的中期选举结果让民主党完全控制了国会,为本十年可能出现的最分裂的美国政府之一铺平了道路,而白宫则由共和党掌控。
The Nov. 3 midterm results gave Democrats full control of Congress, setting the stage for what could be one of the most divided U.S. governments this decade, with Republicans in the White House.
周二的结果表明,对数据中心——即为驱动人工智能运行的计算机提供场所的大型设施——的愤怒正在成为一种政治力量。随着民主党现在控制国会,这可能会导致对数据中心建设地点以及当地社区拥有多大发言权的新限制。
Tuesday’s results suggest that anger over data centers, the large facilities that house the computers powering AI, is becoming a political force. With Democrats now in control of Congress, that could lead to new limits on where data centers can be built and how much say local communities have.
数据中心已成为多个州的投票箱议题。一项NBC民调显示选民对人工智能的担忧程度:超过一半的受访者认为人工智能的弊大于利,而近80%的人反对在其社区附近建设数据中心。与此同时,近60%的人表示数据中心是他们投票的关键或重要因素。种族正义组织“变革色彩”的总裁兼首席执行官纳丁·史密斯称周二的选举是对“这个经济体是为谁而建”的公投。
Data centers became a ballot-box issue in various states. An NBC exit poll showed how concerned voters are about AI: more than half of respondents believe that AI will do more harm than good, while almost 80% are against the building of data centers in their neighborhoods. Almost 60%, meanwhile, said data centers were a crucial or major factor in their vote. Nadine Smith, president and CEO of the racial justice organization Color of Change, called Tuesday’s election a referendum on “who this economy is built for.”
“国家安全很重要,”史密斯说,她指的是数据中心支持者常用的论点,即该基础设施对美国在战争以及与中国的竞争中保持领先至关重要。“在南孟菲斯,为人工智能超级计算机供电的燃气轮机排放废气的家庭同样重要。”(她指的是xAI位于田纳西州孟菲斯的数据中心,该中心使用燃气轮机供电。)几个州的选民对人工智能建设进行了抵制,尽管支持人工智能的超级政治行动委员会在这次中期选举中花费数百万美元试图影响他们。
“National security matters,” Smith said, referring to a common argument from data center supporters that the infrastructure is essential for the U.S. to stay ahead in war and in its rivalry with China. “And so do the families in South Memphis breathing exhaust from the gas turbines powering an AI supercomputer.” (She was referring to xAI’s data center in Memphis, Tennessee, which uses gas turbines for power.) Voters in several states pushed back against the AI buildout, even as pro-AI super PACs spent millions hoping to sway them this midterm The anti-data center backlash was especially felt in states like Ohio, where OpenAI has eyed a $500 billion data center, backed by more than $100 billion in financing from Nvidia.
反数据中心的反弹在俄亥俄州等州尤为明显,OpenAI曾在那里瞄准一个5000亿美元的数据中心,并获得了英伟达超过1000亿美元的融资支持。事实上,Meta曾计划在那里建设一个70万平方英尺设施的俄亥俄州一个县刚刚通过了禁止数据中心的禁令,该州各地的当地社区压倒性地投票反对数据中心建设措施。
In fact, the Ohio county where Meta had planned a 700,000-square-foot facility just passed a ban on data centers, and local communities across the state overwhelmingly voted against data center buildout measures.
摩根士丹利分析师预测,民主党当选州长艾米·阿克顿也将对俄亥俄州的数据中心建设构成重大风险。在其他地方,得克萨斯州、缅因州、密歇根州、内华达州、佐治亚州和南卡罗来纳州的候选人都在反对数据中心快速建设的立场下赢得了席位。“很明显,金钱买不来结果,”科技与政策研究员阿尼凯思·科内鲁表示,并补充说,在现代政治中,制造“本地反派”是建立竞选势头的一种方式。
Analysts at Morgan Stanley predict that Democratic Gov.-elect Amy Acton will also pose a major risk to Ohio’s data center buildout. Elsewhere, candidates in Texas, Maine, Michigan, Nevada, Georgia, and South Carolina all won seats after taking a stance against the rapid buildout of data centers. “It is clear that money does not buy outcomes,” said Aniketh Koneru, a tech and policy researcher, adding that in modern politics, creating a “local villain” is one way to build campaign momentum.
可能的下一步包括更多建设暂停令,或要求数据中心自行支付电网升级费用,而不是将这些成本转嫁给附近社区。事实上,高盛预测,由于民主党获胜,佐治亚州和得克萨斯州等州的数据中心建设将出现延误。
Likely next steps include more construction moratoriums or requiring data centers to pay for their own power grid upgrades instead of passing those costs on to nearby communities. Goldman Sachs, in fact, predicts data center construction delays in states like Georgia and Texas because of Democratic gains.
国会由民主党控制也可能提高参议员伯尼·桑德斯和众议员亚历山德里亚·奥卡西奥-科尔特斯今年早些时候提出的法案的通过几率,尽管任何此类法案也可能面临总统否决。该法案提议在国会增加新的保障措施,并确保建设不会推高电费、损害环境或在未经社区批准的情况下进行之前,对新数据中心实施全国性暂停令。
Democratic control of Congress could also improve the odds for bills like the one Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez introduced earlier this year, though any such bill would also face a possible veto. It proposes a nationwide moratorium on new data centers until Congress adds new guardrails and ensures that the buildout does not raise electricity costs, harm the environment, or proceed without community approval.
还有类似《GRID储蓄法案》的法案,由新墨西哥州参议员马丁·海因里希提出,该法案将在大型人工智能数据中心建设期间防止将电网基础设施成本转嫁给社区。环境问题也是重点,尤其是人工智能公司xAI在孟菲斯的数据中心以及全美以“世界数据中心之都”闻名的弗吉尼亚州各数据中心,这些数据中心均使用燃气轮机供电。
There are also bills like the GRID Savings Act, proposed by New Mexico Sen. Martin Heinrich, which would prevent grid infrastructure costs from being passed on to communities during large AI data center buildouts. The environment is also a major concern, especially at xAI’s data center in Memphis and at the data centers throughout Virginia, known as the world capital of data centers, where gas turbines are used for power.
Data & Society非营利研究机构程序主管玛亚·沃卢切姆(Maia Woluchem)认为,若改变能源监管、土地权利及其他环境政策,将会影响数据中心建设,尤其当国会民主党进一步审查特朗普政府对部分能源保护措施的削弱时,据《纽约时报》报道,这可能影响建设进程。
Maia Woluchem, program director at Data & Society, a nonprofit research group, believes that changes to energy regulations, land rights, and other environmental policies could affect the data center buildout, especially as congressional Democrats look further into the Trump administration’s rollback of certain energy protections, as the New York Times reported they might.
“尽管联邦层面未采取行动,但我仍预计将在州和地方层面看到更多行动,因为自下而上已形成强劲动力,”Woluchem继续表示,她以即将上任的州长吉娜·洪乔萨(Gov.-elect Gina Hinojosa)为例,后者支持对数据中心实施州级禁令。洪乔萨与格雷格·阿博特州长(Gov. Greg Abbott)均呼吁设定某些限制,但洪乔萨在竞选期间将反对数据中心作为主要议题,这一选择在过去十年中电网曾出现脆弱的得克萨斯州尤为显著。
“Regardless of federal action, I could imagine that we will see additional movement at the state and local level, given the momentum that’s been building from the ground up,” Woluchem continued, citing Gov.-elect Gina Hinojosa, who supports a statewide moratorium on data centers, as an example. Both Hinojosa and Gov. Greg Abbott called for some limits, but Hinojosa centered much of her campaign on opposing data centers, a notable choice in Texas, whose electrical grid has proved vulnerable over the past decade.
但困难仍在后续。例如,Smith预计将面临激烈争论,甚至更多行政命令,以绕过目前国会可能阻挠的立法。她表示:“即便在民主党内部,全面禁令也受到质疑”,她指部分民主党人担忧禁令可能减缓人工智能进步并损害国家安全。
But the hard part is still to come. Smith, for example, is now expecting a fight, or even more executive orders, to bypass what Congress is now likely to block. “Even among Democrats, a blanket freeze is contested,” she said, referring to some Democrats’ worry that a moratorium could slow AI progress and hurt national security.
她还预计,AI游说人士很快就会开始联系立法者。“民主党竞选时承诺要让大科技公司付出代价,”史密斯说。“我们的工作就是确保摄像头离开后,他们仍记得这一点。”这种反弹远比建筑本身更深,而这些建筑并非新事物。一位私募股权高管最近告诉我,人们未必讨厌数据中心,而是讨厌AI,数据中心已成为人们对这项技术恐惧与焦虑的替代品。“至少,结果看起来确实指向对科技权力的真实不满,”沃卢切姆说,并指出这也是一个两党问题。
She also expects AI lobbyists to start calling lawmakers. “Democrats ran on making Big Tech pay,” Smith said. “Our job is to make sure they remember it once the cameras leave.”The backlash runs deeper than the buildings themselves, which aren’t new. One private equity executive told me recently that people don’t necessarily hate data centers, but rather AI, and that data centers have become a stand-in for people’s fears and anxieties about the technology. “It does look like the results are pointing to a real frustration with tech power at minimum,” Woluchem said, noting that this is also a bipartisan issue.
过去一个月,人们告诉我,他们担心数据中心对环境的影响,也担心自己在数据中心是否建设方面缺乏发言权。
For the past month, people have told me they are worried about data centers’ effect on the environment and about their lack of say in whether they’re built.
例如,亚马逊在加利福尼亚州吉尔罗伊建造了一座数据中心,许多居民并不知情,因为它满足了一项45年前的分区法规。模糊或过时的分区法规,加上要求地方官员签署保密协议(NDA)以禁止他们讨论数据中心项目,只会进一步激起人们对数据中心建设的愤怒。数据中心还获得了数十亿美元的减税,尽管许多科技公司宣称了就业和社区项目等好处,但对许多人来说,这根本不够。
Amazon, for example, built a data center in Gilroy, California, without many residents knowing, by satisfying a 45-year-old zoning law. Vague or outdated zoning laws, along with requirements that local officials sign nondisclosure agreements (NDAs) barring them from discussing data center projects, have only fueled people’s outrage about the buildout. Data centers have also received billions in tax breaks, and although many tech companies have touted the benefits, such as jobs and community programs, for many people, that simply wasn’t enough.
人们想知道,他们在社区发生的事情上仍有发言权。许多人还担心,AI建设主要会让少数富人获利,而他们的社区将承受后果,生活成本也会上升。
People want to know they still have a say in what happens in their communities. Many also fear that AI buildouts will mainly enrich a few wealthy people while their communities suffer and living costs rise.
“如果AI基础设施真的是国家优先事项,那么建设它的公司就有能力自己支付电力费用,达到清洁空气标准,披露其使用情况,并获得隔壁居民的同意来建设,”史密斯说。“家庭绝不应该通过公用事业账单来补贴历史上最富有的公司。”
“If AI infrastructure is truly a national priority, then the companies building it can afford to pay for their own power, meet clean air standards, disclose what they use, and build with the consent of the people who live next door,” Smith said. “Families should never be subsidizing the richest corporations in history through their utility bills.”