
民主党在2026年美国中期选举中大获全胜后,该党一些高层领导人呼吁对数据中心和人工智能建设加以限制。
Democrats' big victory in the 2026 U.S. midterm elections has some of its top leaders calling for restrictions on data centers and the artificial intelligence build-out.
许多民主党人在全国各地竞选时都反对数据中心,而表示这一议题是他们最关心问题的选民在周二压倒性地支持了该党。
Many Democrats campaigned across the country against data centers, and voters who said the issue was top of mind overwhelmingly backed the party on Tuesday.
自选举结果公布以来,涉足该技术的公司股价持续下跌,原因是人们担心联邦和州两级的民主党人将对数据中心采取行动。
Shares of companies with exposure to the technology have sold off since the results, over fears Democrats at both the federal and state level will take action against data centers.
在周二美国中期选举中大获全胜后,一些民主党人已经表示,他们希望着手应对人工智能建设,特别是数据中心。
After a big win in the U.S. midterm elections on Tuesday, some Democrats are already signaling they want to take on the artificial build-out, specifically data centers.
参议员伯尼·桑德斯(无党籍-佛蒙特州)在帖子中称赞了周二美国各地举行的公投,各地选民批准了对数据中心的限制。与民主党人一起参加党团会议的桑德斯表示,向政治领导人传递的信息很明确。
post on Sen. Bernie Sanders, I-Vt., touted referendums across the U.S. on Tuesday where voters in localities approved restrictions on data centers Sanders, who caucuses with the Democrats, said the message to political leaders is clear.
“现在就实施全国数据中心暂停令,”他写道。“美国人不希望大型科技寡头破坏环境、削减就业并威胁人类的未来。”
"National data center moratorium now," he wrote in the post. "Americans don't want Big Tech oligarchs wrecking the environment, gutting jobs and threatening humanity's future."
在X上的另一条帖子中,众议员亚萨明·安萨里(民主党-亚利桑那州)写道,暂停人工智能开发必须成为众议院民主党庞大多数在第一天就优先处理的事项。众议员格雷格·卡萨尔(民主党-得克萨斯州)、国会进步党团主席转发了这条帖子,并表示:“没错!”根据CNBC选民调查,56%的选民表示,人工智能和数据中心是他们在投票时做出决定的关键或主要因素。在这些选民中,65%表示他们把票投给了民主党国会候选人。
In another post on X, Rep. Yassamin Ansari, D-Ariz., wrote that pausing AI development needs to be a top priority for the large Democratic majority in the House on Day 1. Rep. Greg Casar, D-Texas, the chair of the Congressional Progressive Caucus, amplified the post and said, "Yes!" According to the CNBC Voter Poll 56% of voters said AI and data centers were a crucial or major factor in their decision at the ballot box. Of those voters, 65% said they cast a ballot for a Democratic candidate for Congress.
与人工智能建设相关的股票在周三选举后小幅下跌,但周四抛售加剧,因投资者担心民主党的胜选可能对数据中心建设产生实质影响。芯片股领跌。iShares半导体ETF(SOXX)周二暴跌近9%。英伟达下跌8%,超威半导体跌幅超过14%。
Stocks linked to the artificial intelligence build-out declined slightly on Wednesday in the wake of the election, but the selling intensified on Thursday as investors worried Democratic wins could have a real impact on data center construction. Chip stocks led the decline. The iShares Semiconductor ETF (SOXX) tumbled nearly 9% on Tuesday. Nvidia declined 8%, while Advanced Micro Devices sunk more than 14%.
周二翻转关键选区的民主党人也特别点名了大型科技公司和数据中心。
Democrats who flipped critical races on Tuesday also singled out big tech companies and data centers.
南卡罗来纳州民主党人安妮·安德鲁斯周二在该州翻转了一个参议院席位,她在竞选期间推出一个网站,将她的对手——参议员达琳·格雷厄姆——称为“数据中心达琳”。在周二的胜选演讲中,安德鲁斯表示,选民选择了一个“关于社区的决定由生活在社区中的人做出,而不是由华盛顿特区的亿万富翁或数据中心公司做出”的南卡罗来纳州。
South Carolina Democrat Annie Andrews, who flipped a Senate seat in the state on Tuesday, launched a website during the campaign that branded her opponent — Sen. Darline Graham — "data center Darline." In her victory speech on Tuesday, Andrews said voters chose a South Carolina "where decisions about communities are made by the people who live in our communities, not the billionaires or data center companies in Washington D.C."
俄亥俄州民主党人谢罗德·布朗周二击败现任共和党参议员乔恩·赫斯特德后重返参议院,他在胜选演讲中说:“我不为数据中心工作。”民主党州长们也在胜选演讲中抨击了数据中心。宾夕法尼亚州州长乔什·夏皮罗于8月签署了一项行政命令以减缓数据中心开发,他表示大型科技公司不应决定居民的命运。“相反,我们当地社区的人拥有最终发言权,”他说。
Ohio Democrat Sherrod Brown who is heading back to the Senate after defeating incumbent Republican Sen. Jon Husted on Tuesday, said in his victory speech, "I do not work for data centers." Democratic governors also attacked data centers in their victory speeches. Pennsylvania Gov. Josh Shapiro, who signed an executive order in August to slow data center development, said big tech companies shouldn't determine residents' futures. "Instead, the folks in our local communities get the final say," he said.
据富国银行称,对数据中心建设而言或许最重要的是得克萨斯州,该州拥有计划中数据中心容量的27%。
Perhaps most important to the data center build-out is Texas, which is home to 27% of planned data center capacity, according to Wells Fargo.
击败现任共和党州长格雷格·阿博特的民主党人吉娜·伊诺霍萨在胜选演讲中没有直接谈及数据中心,尽管数据中心在她的竞选中发挥了关键作用。
Gina Hinojosa, the Democrat who ousted incumbent Republican Gov. Greg Abbott, didn't address data centers directly in her victory speech, though they played a key role in her campaign.
“当我担任州长时,我将发布暂停令,禁止所有数据中心的审批,直到立法机构能够通过保护得克萨斯州民众的法律,”她在10月底发布的一段视频中说。“这关乎一场斗争。这将会是一个民有、民治的得克萨斯州,还是亿万富翁的世界而我们只是住在那里?数据中心是这场斗争的一部分。”
"When I am governor, I will issue a moratorium, a ban, on all data center approvals until laws can be passed by the legislature to protect Texans," she said in a video posted to her in late October. "This is about one fight. Is this going to be a Texas that is by and for the people, or is this the billionaire's world and we just live here? Data centers are part of that fight."