经济学家预测，美国中期选举结果基本巩固了公众日益高涨的反对AI基础设施建设的声音，这可能对2027年的数据中心建设影响有限，但可能引发此后几年的放缓。
US midterm election results that largely cemented growing public opposition to the AI infrastructure buildout will likely have limited impact on data center construction in 2027, but may trigger a slowdown in subsequent years, economists forecast.
摩根大通预计，2027年美国与AI相关的资本支出将至少达到1.5万亿美元，但由于政治阻力，次年将基本持平；汇丰表示，“AI基础设施投资是美国增长和就业最重要的引擎之一，我们认为各州将不愿将其拒之门外。”尽管如此，风险依然存在：“简而言之，”巴克莱分析师写道，“AI的经济效益是分散的，而成本则相对集中。”
JP Morgan projected AI-related capex in the US will reach at least $1.5 trillion in 2027, but stay largely flat the following year due to political pushback; HSBC said “AI infrastructure investment is one of the most important engines of US growth and jobs, and we believe states will be reluctant to turn it away.”Still, risks persist: “Put simply,” Barclays analysts wrote, “the economic benefits of AI are diffuse, while the costs are relatively concentrated.”
