周三的“中期选举后反弹”在周四演变成急剧抛售，科技高管们试图淡化数据中心可能面临的限制将对其业务造成灾难性影响的说法。
As a post-midterm rally Wednesday turned into a steep sell-off Thursday, tech executives sought to look through the notion that potential data center constraints could be catastrophic for their businesses.
在周二晚间中期选举中民主党横扫国会以及赢得大量州长和州议会席位后，股市周三最初出现反弹，创下18个多月来的最佳单日表现，特朗普总统也平静地接受了选举结果。
In response to a Democratic sweep of Congress as well as a sizeable number of state governorships and legislatures in the midterm election Tuesday night, stocks initially rallied Wednesday, posting their best day in more than 18 months as President Trump accepted the blowout results with little fanfare.
然而，周四股市风向迅速转变，出现急剧抛售，投资者担心在支持数据中心监管的候选人在德克萨斯州等州获胜后，数据中心建设可能放缓，以及人工智能行业可能已过顶峰。科技股领跌，所谓“七巨头”市值合计蒸发超过1万亿美元。周五股市收复了部分失地。以下是科技高管们对中期选举和抛售威胁的反应：Arm首席执行官雷内·哈斯哈斯将选举后的担忧描述为“非常、非常短视的思维”，认为这不太可能对Arm的长期业务构成重大威胁，但他表示，美国必须继续投资于数据中心的建设，否则将落后于世界其他国家。
The tide quickly turned Thursday, however, with stocks selling off sharply as investors feared a potential slowdown in the data center build-out after wins by candidates in favor of data center regulation in states like Texas and the possibility that the artificial intelligence trade may be past its peak. Tech led the sell-off, with the "Magnificent Seven" losing over $1 trillion in aggregate market cap. Stocks recovered some of their losses Friday. Here's how tech executives reacted to the midterms and sell-off threat: Arm CEO Rene Haas Haas characterized the postelection fear as "very, very short term thinking" and not likely to be a major threat to Arm's business in the long term, but said the U.S. must keep investing in the data center build-out before the rest of the world catches up.
哈斯周四在接受CNBC“Squawk on the Street”节目采访时表示：“如果美国在数据中心建设方面有任何犹豫，世界其他国家已经准备好并愿意。这种容量的需求非常巨大。”
"If the U.S. hesitates in any way, shape, or form in terms of data center build-out, the rest of the world is ready and willing. There is just huge demand for this capacity," Haas told CNBC's "Squawk on the Street" Thursday.
OpenAI首席财务官莎拉·弗莱尔弗莱尔周五在接受CNBC的莎拉·艾森采访时表示，尽管选民在中期选举中强烈反对在其家门口建设数据中心，但OpenAI将继续投资于数据中心基础设施。该公司还将关注社区关切，包括电力问题。弗莱尔说：“我们绝不会提高你们的电费。”
OpenAI CFO Sarah Friar Friar told CNBC's Sara Eisen Friday that OpenAI will continue investing in data center infrastructure after voters resoundly rejected data centers in their backyards during the midterm election. The company will also focus on community concerns, including electricity. "We will never raise your electricity bill," Friar said.
“当我考虑中期前景时，我需要持续思考如何继续投资以满足客户需求。这始于早期与所有超大规模云服务商建立了关系，并将意味着我们将继续融资，”Friar 表示。
"When I think about the midterms, I need to keep thinking about how do we keep investing to meet that customer demand. It starts early with having built relationships with all of the hyperscalers, and it will continue to mean that we raise capital," Friar said.
“如果中期意味着更多地关注数据中心和社区，我们将继续努力进入这些社区，并与它们建立信任。”高通首席执行官 Cristiano Amon 表示，对数据中心建设前景的担忧并不会对这家芯片制造商的业务构成重大威胁，因为数据中心基础设施只是其业务的一个板块。高通股价周四在抛售潮中下跌 9.49%，周五收复部分失地。
"If the midterm means more focus on data centers and communities, we're going to keep doing the work to get into those communities and to build trust with them." Qualcomm CEO Cristiano Amon Amon said the anxiety about the future of the data center build-out doesn't pose a significant threat to the chipmaker's business, as data center infrastructure is just one segment. Qualcomm slid 9.49% in Thursday's sell-off before recovering some losses Friday.
“整个市场都在下跌，但我认为高通的情况略有不同，”Amon 周四对 CNBC 的 Jon Fortt 表示。与传统的 PC 和数据中心芯片制造商不同，高通历来专注于低功耗计算。“高通的故事在于我们在数据中心这一特定问题之外所做的事情。”Box 首席执行官 Aaron Levie Levie 周四在《Squawk on the Street》节目中表示，生产力提升意味着 AI “显然只会朝一个方向发展”，但他指出，行业信息传递倾向于聚焦于 “悲观论”，这可能会加剧 AI 公司面临的公众认知问题。
"The whole market is down, but I think the Qualcomm story is a little bit different," Amon told CNBC's Jon Fortt Thursday. Unlike traditional PC and data center chipmakers, Qualcomm has historically focused on low-power consumption computing. "The story of Qualcomm is what we have done outside that on the data center specific question." Box CEO Aaron Levie Levie told "Squawk on the Street" Thursday that productivity gains meant AI "is clearly going in one direction," but said a tendency for industry messaging to coalesce around "doomerism" can exacerbate the public perception problems AI companies face.
“我认为将其转向可能更偏向风险导向的信息稍微容易一些，这显然是我们行业需要努力的方向。但归根结底，消费者显然需要看到直接利益，而这只需要时间，”Box 的 Levie 表示。
"I think it's a little bit easier to rotate it toward maybe the more risk-oriented messages, and that's something that our industry needs to work on clearly. But ultimately, obviously, the consumer needs to see the direct benefit, and that's something that will just take time," said Box's Levie.
Lyft 首席执行官 David Risher 表示，低迷的市场情绪并不令人担忧，因为消费者情绪和预订量依然强劲。
Lyft CEO David Risher Risher said the dour market sentiment wasn't concerning for Lyft's business, as consumer sentiment and bookings remained strong.
“我不会过分关注市场上正在发生的短期波动。以消费者为例，我们刚刚经历了有史以来最大的万圣节，”Risher周五在CNBC的《Squawk Box》节目中表示。
"I wouldn't get too distracted about the short term stuff of what's going on in the market. If I look at the consumer, for example, we just had the biggest Halloween we've ever had," Risher told CNBC's "Squawk Box" Friday.