软银公司负责人正在为美国人工智能数据中心需求可能放缓做准备，并表示该公司可能会在其他地方寻找增长空间。
The head of SoftBank Corp. is steeling himself for a possible slowdown in AI data center demand in the US and said that his company may look elsewhere for growth.
软银集团公司的移动业务部门此前一直在为在美国建立新云业务奠定基础，目前正在评估上周民主党在中期选举中全面获胜以及日益高涨的反数据中心情绪的影响。
SoftBank Group Corp.’s mobile unit was preparing the groundwork to build neocloud operations in the US and is now gauging the impact of the Democratic Party’s sweep of the midterm elections last week as well as rising anti-data center sentiment.
该无线业务部门首席执行官宫川润一在东京举行的财报会议上对投资者表示：“美国的重大事态发展对我们特别不利。”他补充说，全球对人工智能数据中心的总体需求依然强劲。他说，如果美国的情况恶化得太厉害，“我们可能会先在其他国家推出”。
“The major developments in the US are not going to work particularly to our advantage,” the wireless arm’s Chief Executive Officer Junichi Miyakawa told investors at an earnings conference in Tokyo, adding that overall global demand for AI data centers remains strong. If the situation in the US worsens too much, “we may launch in other countries first,” he said.
这家日本第三大无线运营商是孙正义投资集团内部最大的现金创造者之一。在宫川润一的带领下，该部门已扩展到数据中心和人工智能服务领域，以利用日本企业飙升的需求。
Japan’s third-largest wireless carrier is one of the biggest cash generators within Masayoshi Son’s investment group. Under Miyakawa, the unit has expanded into data centers and AI services to capitalize on soaring demand from Japanese companies.
在截至9月的六个月里，云服务和人工智能相关收入跃升了37%，该公司随后上调了年度利润预期。
The company hiked its annual profit outlook after cloud and AI-related revenue jumped 37% in the six months through September.
软银公司的雄心包括在美国建设高达10吉瓦的容量。它还在日本开发大规模电池单元量产设施，以支持这个资源贫乏的国家对更多电力的需求，从而跟上人工智能计算的需求。
SoftBank Corp.’s ambitions include building as much as 10 gigawatts of capacity in the US. It’s also developing a mass-production facility for large-scale battery cells in Japan to support the resource-poor country’s need for more power to keep up with AI computational demands.
投资者越来越质疑与人工智能挂钩的云服务的经济效益以及大规模数据中心支出的可持续性。研究公司高德纳咨询公司的分析显示，到2030年，超过3.5万亿美元的人工智能基础设施支出可能面临减值风险。
Investors increasingly question the economics of AI-tethered cloud services and the sustainability of massive data-center spending. More than $3.5 trillion of AI infrastructure spending could be at risk of impairment by 2030, according an analysis by research firm Gartner Inc.