
民主党人看到了一个机会:把硅谷日益膨胀的影响力变成共和党在2028年的负资产。
Democrats see an opening to make Silicon Valley’s growing power a liability for Republicans in 2028.
中期选举表明,人工智能和数据中心的扩张能够触动选民对就业和能源成本的焦虑。如今,有意问鼎白宫的民主党人正从共和党的惨败中寻找突破口,把这种不满转化为全国性的竞选信息。他们也在权衡,与这个已成为美国最强大政治力量之一的行业正面交锋要走多远——这为下一场白宫争夺战中可能成为核心议题的辩论埋下了伏笔。
The midterms showed how artificial intelligence and data center expansion can tap into voters' anxieties about jobs and energy costs. Now, prospective Democratic presidential candidates are picking through the GOP carnage to turn that discontent into a national message. And they’re weighing how far to go in confronting an industry that has become one of the country's most powerful political forces, setting the stage for what could become a central debate in the next race for the White House.
POLITICO在民主党横扫中期选举版图后数小时内采访了10位潜在参选人、助手以及为潜在竞选提供建议的外部策略师。受访者表示,选民希望对自己生活相关的问题(包括人工智能)拥有更多掌控权,并担忧新兴技术将如何重塑他们的生计。
Voters want more control over issues that affect their lives, including AI, and they are concerned about how emerging tech will reshape their livelihoods, according to interviews with 10 prospective contenders, aides and outside strategists advising potential campaigns conducted by POLITICO in the hours after Democrats swept the midterm map.
他们已经在密切关注中期选举的信息传递方式:委托开展民调、走访各地与选民交谈,并试探行业代表和人工智能安全团体的态度。其中数人获准匿名,以讨论私下的竞选考量。
They’ve already been tracking midterm messaging closely: commissioning polling, traveling to speak with voters and sounding out industry representatives and AI safety groups. Several were granted anonymity to discuss private campaign deliberations.
“我认为这绝对是关乎人们失去掌控感的问题,”正在考虑竞选总统的众议员罗·卡纳(民主党-加利福尼亚州)对POLITICO说。“人们有着深深的不安,不仅是对生活成本,还有自己在美国是否还能再有抱负。”
“I think that this is definitely about the loss of control that people have,” Rep. Ro Khanna (D-Calif.), who is mulling a run for president, told POLITICO. “There’s deep anxiety, not just over the cost of living, but about whether people can have an aspiration in America again.”For some Democrats, the answer is a direct confrontation with the tech industry. Progressive lawmakers and activists have called for a pause on advanced AI development, congressional testimony from major lab executives and a ban on superintelligence — AI systems that theoretically could one day surpass human cognitive capabilities.
对一些民主党人来说,答案是与科技行业正面交锋。进步派议员和活动人士呼吁暂停先进人工智能的开发、要求主要实验室高管到国会作证,并禁止超级智能——即理论上有一天可能超越人类认知能力的人工智能系统。
One adviser is pushing their candidate to “go full-bore against” tech executives. “Absolutely ring them out like you’ve never met them before.”Another thinks focusing on tech executives’ wealth could gin up the base on the campaign trail.
一位顾问正敦促他们的候选人“全力抨击”科技高管。“绝对要像从未见过他们一样痛斥他们。”另一位则认为,关注科技高管的财富可以激发竞选活动中的基本盘。
Others, particularly more centrist Democrats, are wary of making opposition to the technology itself the centerpiece of their message. They want to emphasize worker protections, consumer safeguards and public oversight while arguing that AI can still deliver economic benefits.
其他人,特别是更中间派的民主党人,则不愿将反对技术本身作为其信息的核心。他们希望强调工人保护、消费者保障和公众监督,同时认为人工智能仍能带来经济效益。这一区别可能成为民主党总统初选中的一项标志性政策辩论。
The distinction could become one of the defining policy debates of the Democratic presidential primary.
“我认为仅仅抨击科技公司并没有多大用处,”一位曾考虑竞选总统的知名民主党人表示。
“I don’t think it’s that useful to just beat up on tech companies,” said one prominent Democrat who has considered a run for the presidency.
顾问们说,一个普遍的担忧点是该技术对劳动力的潜在影响。Anthropic和OpenAI等顶尖实验室的人工智能高管已发出严厉警告,称他们正在开发的技术可能会取代人类工人或摧毁整个劳动力市场。
One of the common points of concern, the advisers said, is over the technology’s potential impacts on the workforce. AI executives at top labs like Anthropic and OpenAI have issued stark warnings that the technology they are developing may be able to replace human workers or obliterate entire sectors of the labor market.
拜登政府前商务部长吉娜·雷蒙多(Gina Raimondo)告诉POLITICO,重点应该是缓解选民对失业的担忧。信息需要是:“你和你的孩子将在人工智能经济中找到工作。”雷蒙多是RAISE US的联合负责人,该组织旨在帮助缓解可能源于人工智能普及的工作岗位中断问题。
Gina Raimondo, a former commerce secretary under the Biden administration, told POLITICO the focus should be on assuaging voters’ concerns about job loss. The message needs to be: “You and your kids are going to have a job in an AI economy.”Raimondo is the co-lead of RAISE US, an organization intended to help mitigate job disruption that may stem from AI adoption.
民主党人需要对这些问题给出答案,并表明他们可以在此过程中加强美国经济。
Democrats will need to deliver an answer to these issues, and show they can strengthen the U.S. economy while doing so.
“人工智能就像人们经济不满的最终大魔王,”知名的民主党策略师、专注于科技的政治团体Tomorrow Together的联合创始人罗布·弗拉赫蒂(Rob Flaherty)说。
“AI is like the final boss of people’s economic discontent,” said Rob Flaherty, a prominent Democratic strategist and co-founder of Tomorrow Together, a tech-focused political group.
据传一些顶级竞争者正在考虑竞选总统,他们已在其2026年竞选活动的广告中透露了他们可能传递的科技信息。
Top contenders rumored to be considering a presidential bid have offered glimpses into what their tech messaging may be in ads closing out their 2026 runs.
马里兰州州长韦斯·摩尔在连任竞选中播出广告,抨击数据中心并吹嘘自己对其发展实施了限制。宾夕法尼亚州州长乔什·夏皮罗则投放负面广告,将对手斯泰西·加里蒂与数据中心联系在一起。此前,夏皮罗曾将宾夕法尼亚州定位为潜在的数据中心枢纽,随后却反悔,限制该州此类基础设施的发展。
Gov. Wes Moore, who won reelection as Maryland’s governor, ran an ad railing against data centers and trumpeting restrictions he imposed on their development. Gov. Josh Shapiro ran negative ads tying his opponent, Stacy Garrity, to data centers. He previously positioned Pennsylvania as a potential data center hub before reversing course and limiting the infrastructure’s development in the state.
佐治亚州参议员乔恩·奥索夫在本周期最后阶段的一则广告中直面镜头,自夸在参议院“向大型科技公司发起挑战”。周二晚间在胜选演讲中,这位潜在总统候选人指责科技高管“为自己挖掩体,并警告他们创造的人工智能有灭绝人类的风险”。一位潜在候选人阵营的策略师表示,2026年周期测试效果最好的广告,是关于赋予当地社区在数据中心建设方式和选址上的话语权。
Georgia Sen. Jon Ossoffmade a direct-to-camera appeal in one of his final ads of the cycle, boasting that he “took on Big Tech” while in the Senate. And in his victory speech Tuesday night, the potential presidential candidate chastised tech executives who “dig bunkers for themselves and warn that the artificial intelligence they’re creating risks human extinction.”One strategist in a potential candidate’s orbit said the best-testing ad they saw during the 2026 cycle was about giving local communities a say in how and where data centers are being built.
但如果民主党过度对抗科技行业,可能会疏远硅谷及其雄厚资金——这使得该地区成为全国民主党寻求充实竞选资金的必经之地。
But if Democrats go too hard against the tech industry, they may alienate Silicon Valley and the deep pockets that make the region a must-stop destination for national Democrats looking to pad their coffers.
一位正在为2028年候选人提供建议的湾区筹款人表示,周二的选举结果是硅谷的“第一剂抗生素”。鉴于该行业日益不受欢迎,这位筹款人建议捐赠者向民主党捐款,但要低调进行,以免捐款成为心仪候选人的政治累赘。
Tuesday’s results were Silicon Valley’s “first dose of antibiotics,” said a Bay Area fundraiser who is advising 2028 candidates. Given the industry’s growing unpopularity, the fundraiser is telling donors to give to Democrats, but quietly, so their donations don’t become a political liability for preferred candidates.
他们对捐赠者说:“没人应该知道你的名字。没人会喜欢听到从数据中心和……硅谷每天搞出的任何其他废话中获利的人嘴里说出的东西,即使他们同意你的观点。” 随着外部团体和科技高管继续向2028年辩论施加影响,关于人工智能的讨论只会变得更加喧嚣。
“Nobody should know your name,” they are telling donors. “Nobody, even if they agree with you, is going to like what they’re hearing from somebody who’s profiting off of data centers and … whatever other bullshit we’re coming up with every given day in Silicon Valley.”The AI conversation is only going to become noisier as outside groups and tech executives continue making their pitch to influence the 2028 debate.
OpenAI 的首席说客克里斯·莱汉(Chris Lehane)已向潜在候选人分发了一份备忘录,警告称人工智能将决定他们竞选白宫的成败。他恳请他们提出对人工智能的积极愿景,而不仅仅是呼吁停止其发展或在没有监管的情况下继续推进。
Chris Lehane, OpenAI’s top lobbyist, has circulated a memo to prospective candidates, warning that the technology will define their bid for the White House. He implored them to offer an affirmative vision of AI, not merely a call to stop its development or let it continue advancing without guardrails.
与此同时,包括 Public First、Tomorrow Together、Who Decides 和 Guardrails Alliance 在内的一系列专注于科技的团体——正公开地向竞选团队表示,在争取总统职位时,反对大型科技公司将是一个能赢得胜利的策略。
Meanwhile, an array of tech-focused groups — including Public First, Tomorrow Together, Who Decides and Guardrails Alliance — are arguing, in plain view and to the campaigns themselves, that positioning themselves against Big Tech will be a winning message in their push for the presidency.
民主党策略师、亚历克斯·博尔斯(Alex Bores)纽约国会竞选活动的资深顾问杰西·弗格森(Jesse Ferguson)表示:“这次选举的更宏大叙事不仅仅是人工智能。”他输掉了竞选,因为他面临着科技巨额资金的冲击。“这次选举是对那些控制你的生活并抬高你成本的强大精英的控诉,而人工智能科技高管也是这场控诉的一部分。”
“The broader story of this election wasn't just AI,” according to Jesse Ferguson, a Democratic strategist and senior adviser for Alex Bores’ New York congressional campaign, which he lost after facing an onslaught of tech dollars. “This election was an indictment of powerful elites who were controlling your life and raising your costs, and AI tech executives were part of that indictment.”