选民刚刚送给大科技一份礼物——我们不仅仅想到那些投票反对亿万富翁税提案的加利福尼亚人。（所有这些亿万富翁现在可以回家了？）周三亚马逊、微软、苹果和Alphabet的股价上涨，表明投资者认为周二民主党胜选将为这些科技公司带来巨大上涨空间。
Voters just handed big tech a gift—and we’re not just thinking of Californians who voted against the billionaire tax proposal. (Can all those billionaires come home now?) Wednesday’s rally in the stocks of Amazon, Microsoft, Apple and Alphabet suggests that investors see lots of upside for those tech firms from Tuesday’s Democratic victory.
这次选举让许多不喜欢人工智能和数据中心的人进入了政府。由此推断，人工智能数据中心建设的任何放缓都将不成比例地损害CoreWeave和Nebius等新兴云服务商——它们的设施建设不如更大、更老的云服务商完善。值得注意的是，这两家公司的股价周三都大幅下跌。按照任何损害竞争对手的事对自己有利的理论，这对亚马逊、微软和谷歌等大型云服务商是有利的。
The vote put a lot of people into office who are no fans of AI and data centers. By implication, any slowdown in AI data center development will disproportionately hurt neoclouds such as CoreWeave and Nebius—which haven’t built out their facilities as much as bigger and older cloud firms. Notably, both their stocks dropped sharply Wednesday. On the theory that anything that hurts your rivals is good for you, that’s good for big cloud firms Amazon, Microsoft and Google.