俄亥俄州皮夸市的选民周二批准了一项禁止大型数据中心的禁令，并罢免了支持Meta在那里大型项目的委员。在不到50英里南面的特伦顿，一项类似的禁令也获得通过。在哥伦布市外，俄亥俄州数据中心繁荣的中心地带，阿什维尔村的选民废除了该村与开发商EdgeConneX的协议。
In Piqua, Ohio, voters on Tuesday approved a ban on large data centers and recalled the commissioners who backed Meta’s massive project there. In Trenton, less than 50 miles south, a similar ban passed. And outside Columbus, the heart of Ohio’s data center boom, voters in Ashville repealed the village’s deal with developer EdgeConneX.
这些俄亥俄州的选举是全国范围内反数据中心情绪高涨的一部分，数十项关于禁令、暂停或更严格监管和监督的投票措施也随之而来。这些投票具有高度地方性，往往充满情绪，但可能带来财务后果，因为一些涉及的项目已经在进行中。
These Ohio races were part of a swell of anti-data-center sentiment that echoed across the country in dozens of ballot measures concerning bans, moratoriums, or stricter regulations and oversight. The votes were hyperlocal and often emotional in nature, but they could carry financial consequences, because some of the projects at stake were already in motion.
根据Cleanview的分析，美国计划中的数据中心产能中，超过40%位于那些州长或当选州长已承诺或已经暂停新建数据中心的州。这并不意味着数据中心建设将完全停止，但市场正在将放缓计入价格。
More than 40% of the US’ planned data center capacity is located in states where governors or governors-elect have pledged or already imposed a pause on new data centers, according to a Cleanview analysis. That doesn’t mean the data center buildout will grind to a halt, but markets are pricing in a slowdown.
周三，直接面临数据中心实体建设风险的公司股价暴跌，包括Modine（数据中心暖通空调设备制造商，下跌约21%）和Sterling Infrastructure（场地准备和电气工程，同样下跌21%）。
Shares of companies that are directly exposed to the physical buildout of data centers tanked Wednesday, including Modine (a maker of data center HVACs, down about 21%) and Sterling Infrastructure (site prep and electrical work, also down 21%).
然而，超大规模云服务商的股票飙升，交易员押注它们将被迫限制推动其自由现金流转为负值的快速支出。摩根士丹利美国股票策略师安德鲁·鲍尔对《塞马弗》表示，对数据中心建设的更多限制也意味着科技巨头的算力“可能变得更有价值”。
Hyperscaler stocks, though, soared, with traders betting they will be forced to rein in the rapid spending that has pushed their free cash flow to negative territory. More restrictions on data center construction also means tech giants’ compute capacity “potentially even becomes more valuable,” Morgan Stanley US Equities Strategist Andrew Pauker told Semafor.
科技公司也在华盛顿重新调整其数据中心战略，为即将到来的民主党控制的国会做准备。
Tech companies are also recalibrating their data center strategies in Washington as they prepare for a Democrat-controlled Congress.
一位专注于科技领域的公共事务顾问建议，企业应与民主党合作，制定关于数据中心建设的全国性规则。即将入主众议院和参议院的民主党人表示，他们将带着解决人工智能数据中心问题的授权步入国会，而那些曾推动本党倾听选民对数据中心担忧的共和党团体则称，华盛顿的共和党人在与人工智能公司结盟后，只能怪自己导致了中期选举的失利。
One tech-focused public affairs adviser suggested companies work with Democrats to craft national rules around data center development. Incoming Democrats in the House and Senate say they’re going into Congress with a mandate to do something about AI data centers, and Republican groups who pushed their party to listen to grassroots concerns about data centers are saying Washington Republicans can only blame themselves for the midterm losses after aligning with AI companies.