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数据中心的反抗影响了美国中期选举结果吗?Did a data centre revolt affect the US mid-term election results?

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一名美国女性抗议数据中心,举着写有“不要人工智能数据中心”的标语A woman in the US protesting against date centres holding a sign saying "NO AI DATA CENTER"

Getty Images 本楚 政策与分析记者 28分钟前 一项美国中期选举选民民调显示,数据中心是许多美国人高度关注的议题,这导致一些人认为,公众对人工智能(AI)基础设施建设热潮的反弹可能有助于塑造选举结果。

Getty Images Ben Chu Policy and analysis correspondent 28 minutes ago A US midterms voter poll has suggested data centres were a highly motivating issue for many Americans, leading some to argue public backlash against the artificial intelligence (AI) infrastructure construction boom might have helped shape the election outcome.

BBC Verify(BBC核查)审视了该议题在竞选中的作用,并考察了对AI行业的潜在影响。

BBC Verify has looked at its role in the campaign and examined the potential consequences for the AI industry.

民调显示了什么?为美联社(AP)和一个新闻机构联盟进行的民调发现,56% 的受访选民表示数据中心是其投票时的“关键或主要”因素,而 76% 表示他们将反对在其社区建设新的数据中心。

What did the voter poll suggest? The poll for AP and a consortium of news organisations found 56% of surveyed voters said data centres were a "crucial or major" factor in their vote, while 76% said they would oppose the construction of a new data centre in their community.

在表示本次选举投给民主党人的受访者中,这种敌对情绪明显更强。

The hostile sentiment was considerably stronger among those who said they voted Democrat at this election.

这紧随皮尤研究中心(Pew Research)近期的另一项民调,后者显示约有一半美国人认为数据中心对环境、家庭能源成本和生活质量“主要是有害的”,自1月以来好感度大幅下降。

This follows other recent Pew Research polling which suggested about half of Americans think data centres are "mostly bad" for the environment, home energy costs and quality of life, a big deterioration in favourability since January.

国会选举选民民调结果当然表明,对于一个五年前可能还不在大多数美国人关注视野内的议题来说,其关注度相当显著。

The congressional voter poll results certainly suggest a remarkable degree of salience for a subject which likely would not have been on most Americans' radar five years ago.

然而,它仍远低于选民视为“关键或主要因素”的其他几个关键议题,包括政府腐败(90%)和生活成本(89%)。

However, it is some way behind several key issues people considered "crucial or major factors" in their vote, including government corruption (90%) and the cost of living (89%).

AI 反弹是否影响了参议院竞选?民主党翻盘的三个参议院席位所在州——得克萨斯州(595个)、俄亥俄州(258个)和爱荷华州(117个)——拥有的数据中心数量显著高于全美50个州的中位数(55个)。

Did the AI backlash affect Senate races? Three of the Senate seats flipped by the Democrats have significantly more data centres Texas (595), Ohio (258) and Iowa (117), than the median of 55 across all 50 states.

仅得克萨斯州就有 31 个正在进行的数据中心建设项目,为全美之最。但其他因素也同样在激励这些州以及其他地区的选民。

And Texas alone has 31 ongoing data centre construction projects, the most of any state But other factors would also have been motivating voters in these states, as elsewhere.

BBC Verify 对州级参议院选举民意调查的分析表明,摇摆向民主党的州要么跟随了因数据中心担忧而产生的全国趋势,要么似乎不那么担忧。

BBC Verify analysis of state-level voter polling for Senate elections suggests states which swung to the Democrats either followed the national trend over data centre concerns, or seemed less concerned.

因此,我们无法断定有多少选票或参议院席位是直接由反对数据中心的立场带来的。

So we can't say how many votes or Senate seats were directly delivered by data centre opposition.

但值得注意的是,美国人工智能建设的三个关键州——得克萨斯州、佐治亚州和俄亥俄州——全都选出了民主党籍的参议员和州长,他们以各种形式呼吁对数据中心实施更严格的监管。这些提议包括:暂停建设的临时禁令取消税收减免要求数据中心完全承担自身的能源和水利基础设施成本强制使用工会建筑工人更严格的环境和透明度保障措施赋予当地社区否决权选举结果可能对人工智能繁荣的未来意味着什么?

But it's notable that three key states in the US AI build-out, Texas, Georgia and Ohio, all elected Democrats as senators and governors who called for tighter regulation on data centres in one form or another. These proposals include: temporary bans on construction ending tax breaks requirements to fully cover their own energy and water infrastructure costs mandates to use unionised construction workers stricter environmental and transparency safeguards local rights to veto What could the election results mean for the future of the AI boom?

近年来,美国经济在很大程度上得益于企业在人工智能领域的大规模投资,包括数据中心建设。

The US economy has been heavily supported in recent years by massive corporate investments in AI including for data centre construction.

官方数据显示,2026年8月,用于建设数据中心的经通胀调整后的月度支出(不含投入其中的IT硬件)为50亿美元(约合42亿英镑)——是2023年的五倍。

Official data shows inflation-adjusted monthly spending on building data centres, excluding the IT hardware to go into them, in August 2026 was $5bn (£4.2bn) - five times higher than in 2023.

哥伦比亚商学院的分析表明,目前美国在人工智能基础设施上的投资占整体经济的比重,超过了19世纪铁路建设热潮巅峰时期新建铁路支出的占比。

Analysis by Columbia Business School suggests AI infrastructure investment in the US is currently larger as a share of the overall economy than spending on new railways was at the height of that boom in the 19th Century.

欧洲智库“未来科技研究所”执行主任科里·克里德告诉BBC Verify,该行业应预料到,新的州级领导人将对数据中心建设附加条件,甚至“叫停失控的数据中心扩张”。

Cori Crider, executive director of the Future of Tech Institute, a European think tank, told BBC Verify the industry should anticipate that new state leaders will put conditions on or "even stop runaway data centre build".

全球投资公司Principal Asset Management的西玛·沙阿表示,要求开发商支付电网额外投资费用、满足更严格的水等资源使用标准,或放弃税收激励,可能会“推高开发成本并减缓新增供应”。

Seema Shah, from global investment firm Principal Asset Management, said requirements for developers to pay for additional investment in the electricity grid, meet tougher standards over their usage of resources like water, or give up tax incentives could "raise development costs and slow new supply".

星际之门甲骨文人工智能数据中心位于得克萨斯州阿比林,占地约400万平方英尺The Stargate Oracle AI data centre spans roughly four million square feet in Abilene, Texas

“星际之门”甲骨文AI数据中心位于得克萨斯州阿比林,占地约400万平方英尺。然而,欧亚集团咨询公司的希瑟·韦斯特表示,暂停建设的临时禁令和新法规可能会延缓数据中心的推出,但不会完全阻止。

The Stargate Oracle AI data centre spans roughly four million square feet in Abilene, Texas However, Heather West from the Eurasia Group consultancy said temporary bans on construction and new regulations might delay the data centre roll out, but would not stop it entirely.

她说:“已获许可或正在建设的项目将基本按计划推进”,但延误将通过“地方争斗、许可流程放缓,以及要求数据中心自行承担电力成本”等方式影响“下一波”建设。

She said "projects already permitted or under construction will largely proceed", but delays would affect the "next wave" of building through "local fights, slower permitting, and pressure to make data centres pay for their own power".

牛津经济研究院的分析师表示,政治家们也有强烈的经济动机避免出台会严重扰乱数据中心建设的政策,他们指出数据中心带来的税收和建筑就业岗位。

Analysts from the consultancy Oxford Economics have said there are also strong economic incentives for politicians to avoid policies that would severely disrupt data centre construction, pointing to tax revenue and construction jobs they bring.

技术研究公司Futurum Group的迪帕克·苏拉纳表示,他预计得克萨斯州领导层最终会就数据中心问题进行“谈判,而非暂停”,以确保不对居民的能源和水费账单产生负面影响。

Deepak Surana of the Futurum Group, a technology research firm, said he expected there would ultimately be "a negotiation, not a moratorium" from Texas state leaders on data centres to ensure no negative impact on residents' energy and water bills.

OpenAI在得克萨斯州设有数据中心,在俄亥俄州有在建项目,该公司在周四承诺将确保完全自行承担其电力费用,这距离中期选举结果出炉仅一天。

OpenAI, which has a data centre in Texas and under-construction projects in Ohio, pledged to ensure it fully paid for its own electricity on Thursday one day after the midterm results.

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