
反对数据中心成为美国中期选举各地竞选的一部分,竞选活动在价值数亿美元的电视广告中宣传这一议题,许多当选者承诺将严厉打击这些耗能巨兽。
Opposition to data centers was part of midterm races across the U.S., with campaigns featuring them in hundreds of millions of dollars' worth of TV ads and many winners pledging to clamp down on the energy-hungry behemoths.
美联社记者 马克·利维 哈里斯堡报道——在一个充满对数据中心愤怒声浪的竞选季之后,中期选举迎来了一批承诺严厉打击这些耗能巨兽的民主党人。
MARC LEVY HARRISBURG, Pa. — After a campaign season filled with outrage against data centers the midterm elections ushered in a wave of Democrats pledging to clamp down on the energy-hungry behemoths.
即使唐纳德·特朗普总统——或许是该行业最大的捍卫者——阻挠联邦层面的打击行动,针对人工智能巨头和数据中心开发商的更严格监管环境预计也将随之而来。
A tougher regulatory environment for artificial intelligence giants and data center developers is expected to follow, even if President Donald Trump — perhaps the industry’s biggest champion— stalls any federal crackdown.
数据中心监管本身并未出现在大多数中期选票上,也不是大多数选民最关心的议题。但对服务器仓库采取强硬立场被编织进许多候选人的政纲,其中包括在得克萨斯州、俄亥俄州、佐治亚州、内华达州和爱荷华州打破共和党长期把持州长宝座的民主党人,这些州许多都是数据中心热点地区。
Data center regulation itself was not on most midterm ballots, and it wasn’t among the top issues for most voters. But hardline stances against the server warehouses were woven into the platforms of many candidates, including the Democrats who upended longtime Republican control of the governorships in Texas, Ohio, Georgia, Nevada and Iowa, many of which are data center hotspots.
对数据中心的怀疑态度,以及它们对电价的影响,常与争取负担得起的生活成本这一斗争融为一体——这是民主党的关键竞选谈话要点。
Skepticism of data centers, and their impact on electricity prices often blended with the fight for affordability — a key campaign talking point for Democrats.
在得克萨斯州,克莱顿·塔克自1986年以来首位当选州农业专员的民主党人表示,他承诺反对数据中心开发对其胜选至关重要。他说,他走到哪里,牧场主都担心数据中心对其日益枯竭的水资源构成生存威胁。
In Texas, Clayton Tucker, the first Democrat elected state agriculture commissioner since 1986, said his pledge to fight data center development was critical to his victory. Everywhere he went, he said, ranchers worried that data centers posed an existential threat to their dwindling water supplies.
“城里有句老话:‘威士忌是用来喝的,水是用来抢的,’”塔克告诉美联社。“这回正是这么回事。” 数据中心成为攻击广告中持久的“妖魔” 根据AdImpact的数据,大大小小的竞选活动在提及数据中心的电视广告上花费超过3.8亿美元。民主党在该议题上的支出是共和党的三倍多。
“You know, there’s an old saying around here that ‘whiskey’s for drinking and water’s for fighting,’” Tucker told The Associated Press. “And that’s exactly what happened.”Data centers were a persistent bogeyman in attack ads According to data from AdImpact, campaigns large and small spent more than $380 million on television ads mentioning data centers. Democrats outspent Republicans on the topic by more than three to one.
民主党取得大胜可能对数据中心产生深远影响。除了夺得国会控制权外,民主党还翻转了至少五个州长职位,并在另外五个州——威斯康星州、明尼苏达州、宾夕法尼亚州、内华达州和密歇根州——全面掌控了州政府。
Sweeping wins by Democrats could have far-reaching implications for data centers. Besides taking control of Congress, Democrats flipped at least five governors’ offices and took full control of state governments in five more states: Wisconsin, Minnesota, Pennsylvania, Nevada and Michigan.
人工智能安全咨询公司10a Labs的项目“数据中心观察”表示,该机构追踪了国会和州长选举的获胜候选人,发现绝大多数都曾表达过支持加强监管甚至实施暂停令的立场。
Data Center Watch, a project of AI security consultancy 10a Labs, said it tracked winning candidates for Congress and governorships and found the vast majority had expressed support for stronger regulation or even a moratorium.
在州长当选人中,美联社已宣布胜选的34场竞选中,有32位候选人支持加强监管或限制。其中12人支持禁令或暂停令。
Among governors, 32 of the 34 victorious candidates in races where AP called a winner support stronger regulation or restrictions. Twelve of the 34 support bans or moratoriums, it said.
竞选期间,威斯康星州当选州长、民主党人大卫·克劳利在共和党对手的压力下改变立场,对数据中心采取了更强硬的路线。最初克劳利反对任何暂停令,后来表示他也支持暂停令,并支持取消该州对数据中心运营商和开发商的销售税豁免。
During the campaign, Wisconsin Gov.-elect David Crowley, a Democrat, changed his position under pressure from his Republican opponent to take a harder line against data centers. Initially opposed to any moratorium, Crowley later said he supported one as well as abolishing the state’s sales tax exemption for data center operators and developers.
克劳利周四在接受美联社采访时表示,他目前正在就上任后将提出什么提案进行讨论。
In an interview Thursday with AP, Crowley said he’s having discussions now about what he’ll propose once he takes office.
克劳利说,讨论内容包括要求开发商披露更多关于水和能源消耗的信息,确保项目在推进前获得社区支持,以及保护费率缴纳者和纳税人免受项目能源成本的影响。
In the mix are things like requiring developers to disclose more about their water and energy consumption, ensuring a community supports a project before it can go forward and insulating ratepayers and taxpayers from the energy costs of the projects, Crowley said.
行业意识到需要建立信任 人工智能巨头OpenAI周四发布了一份框架,列出了其在开发数据中心所在社区的新承诺。该公司表示,正敦促联邦、州和地方决策者制定“行业如何建设的明确规则”。该帖文称:“立法者应制定规则,以推进负责任的投资,保护居民,并确保人工智能基础设施的惠益广泛共享。”
The industry sees a need to build trust AI giant OpenAI published a framework Thursday enumerating new commitments to the communities where it develops data centers. The company said it was asking federal, state and local policymakers to write “clear rules for how the industry builds.”“Lawmakers should establish rules to advance responsible investment, protect residents, and ensure that the benefits of AI infrastructure are broadly shared,” the post said.
行业协会数据中心联盟也表达了类似观点,认为开发商需要继续努力,与公职人员和社区建立信任。该联盟官员丹·迪奥里奥表示,业界知晓许多中期选举获胜者已承诺实施暂停令。
An industry association, the Data Center Coalition, echoed the sentiment that developers need to keep trying to build trust with public officials and communities. A coalition official, Dan Diorio, said the industry is aware many midterm winners have vowed to impose a moratorium.
迪奥里奥在接受采访时说:“我们应当预料到他们会想要兑现这些承诺,但这将会带来现实后果。”
“We should expect them to want to deliver on those promises, but there are going to be real world consequences of that,” Diorio said in an interview.
迪奥里奥表示,这些后果可能包括东道社区错失税收或科技公司的付款。他还说,数据中心还在推动更广泛的经济扩张,鼓励对国内制造业的投资。
Those consequences, Diorio said, could include host communities missing out on tax revenue or payments from tech companies. Data centers are also driving a broader economic expansion that encourages investment in domestic manufacturing, he said.
大选后华尔街见红灯 数据中心怀疑论者当选给乘着人工智能热潮高涨的股市增添挑战 人工智能数据中心建设正推动美国经济增长的很大一部分,任何放缓都可能产生更广泛的寒蝉效应。
Wall Street sees red lights ahead after the election The election of data center skeptics adds challenges to stock markets riding high on the AI boom AI data center construction is driving much of the U.S. economy’s growth and any slowdown could have a broader chill.
摩根士丹利在一份分析师报告中表示,民主党取得决定性胜利带来了“对数据中心限制的更高预期”,在新州法规下,这可能“将国家分割为对新数据中心开放的地区和不开放的地区”。报告将得克萨斯州民主党人吉娜·伊诺霍萨当选州长单列为对数据中心发展“最重要的选举结果”。伊诺霍萨曾表示,如果数据中心项目对得克萨斯人不是一笔好买卖,或者居民未对该事项发表过意见,她将阻挠其许可证。
In an analyst report, Morgan Stanley said decisive results for Democrats carry “greater expectations for data center restrictions” that, under new state regulations, could “split the country into areas that are open to new data centers and those without.”It singled out Texas’ election of Democrat Gina Hinojosa for governor as the “most important election result” for data center development. Hinojosa has said she’d block a permit for a data center if it wasn’t a good deal for Texans or residents hadn’t gotten a say in the matter.
她击败了共和党籍州长格雷格·阿博特,后者曾在竞选后期试图打压数据中心之前,大肆吹捧得克萨斯州是“AI发展的中心”。
She defeated Republican Gov. Greg Abbott, who had touted Texas as “the epicenter of AI development” before trying to clamp down on it late in the campaign.
摩根士丹利还表示,俄亥俄州民主党人艾米·阿克顿博士当选州长“给该州数据中心项目延期带来了重大风险”。阿克顿已承诺,除非数据中心项目符合特定标准,否则将予以阻挠。
Morgan Stanley also said Ohio’s election of Democrat Dr. Amy Acton as governor “creates significant risk of data center project delays in the state.”Acton has pledged to block a data center project unless it meets certain standards.
地方选举对数据中心同样不利 据民调与数据科学公司 Redbud Consulting 的分析,在地方公投中,选民以压倒性多数投下赞成票,支持限制数据中心。
Local elections didn’t go well for data centers, either Voters in local referendums cast ballots overwhelmingly in favor of restricting data centers, according to an analysis by polling and data science firm Redbud Consulting.
Redbud 追踪了 12 个州 44 个市镇的 47 项公投,其中俄亥俄州 21 项、缅因州 8 项、伊利诺伊州 7 项、堪萨斯州 4 项。Redbud 报告称,在已完成计票的 45 场选举中,有 44 场通过了限制措施。
Redbud tracked 47 referendums in 44 municipalities in 12 states, including 21 in Ohio alone, eight in Maine, seven in Illinois and four in Kansas. Restrictions were approved in 44 of the 45 elections where counting was complete, Redbud reported.
大多数选民不希望数据中心建在家门口 据《美联社选民民调》(The AP Voter Poll),约四分之三的美国选民反对在其社区新建数据中心。无论红州蓝州,多数选民都反对在居住地增加数据中心。
Most voters don’t want a data center built near them About three-quarters of U.S. voters oppose the construction of a new data center in their community, according to The AP Voter Poll. In red and blue states alike, majorities of voters were opposed to adding a data center where they live.
在怀俄明州、西弗吉尼亚州、路易斯安那州和密西西比州等传统红州,支持率较高。在得克萨斯州,参议院竞选的选民同样倾向于表示反对在其社区新建数据中心。
Support was higher in some traditionally red states, including Wyoming, West Virginia, Louisiana and Mississippi. In Texas, voters in the Senate race were similarly likely to say they oppose a new data center being built in their community.
尽管选民强烈反对数据中心建在身边,《美联社选民民调》显示,这并非本次选举中特别能激发选民投票的议题。
Despite voters’ deep opposition to data centers near them, The AP Voter Poll suggests it was not a particularly motivating issue in this election.
约四分之一的美国选民称 AI 数据中心对其国会投票“至关重要”,这一比例远低于认为政府腐败或生活成本高度重要的选民比例。
About one-quarter of U.S. voters said AI data centers were “crucial” to their vote for Congress, which is well below the shares that said government corruption or the cost of living were highly important to their vote.
得克萨斯州的赌注尤高 据商业地产巨头 JLL 的报告,得克萨斯州有望在 2030 年超越弗吉尼亚北部,成为全球最大的数据中心市场。
The stakes were especially high in Texas Texas is poised to overtake northern Virginia as the largest global data center market by 2030, according to a report by commercial real estate giant JLL.
在竞选中,Hinojosa 猛烈抨击 Abbott 为数据中心铺好了红地毯。
In the campaign, Hinojosa aggressively attacked Abbott as having rolled out the welcome mat for data centers.
在拉伯克共同创立数据中心抗议团体的共和党人 Stephen Sanders 表示,得克萨斯人对该问题尤为敏感,因为有传言称数据中心对这个旱灾频发州的电力和水资源构成威胁。“可以说数据中心已上了选票,”Sanders 说。
Stephen Sanders, a Republican who co-founded a data center protest group in Lubbock, said Texans were especially attuned to the issue because of talk that data centers pose a threat to their electricity and water in the drought-stricken state. “I would say data centers were on the ballot,” Sanders said.