Fortune | FORTUNE 11月06日 02:18
AI基建引发政治关注,数据中心成选举焦点
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人工智能(AI)的飞速发展及其对计算能力的海量需求,正在将数据中心从幕后推到台前,成为影响地方和州政治的新焦点。从弗吉尼亚州到新泽西州,再到佐治亚州,数据中心对能源的需求、对电网的压力以及由此衍生的经济利益和环境影响,已经成为民主党候选人在选举中的重要议题。这些设施的扩张不仅改变着技术和经济格局,还引发了关于能源未来、水资源分配、土地使用以及税收激励的全国性辩论。尽管科技巨头认为数据中心能带来经济增长和税收,但公众对其高能耗、水资源消耗以及可能推高电费的担忧日益增加,这使得AI基础设施的政治化成为2026年中期选举中一个值得关注的潜在议题。

⚡️ AI基础设施的政治化:数据中心因其巨大的能源和水资源需求,已成为地方和州级选举中的关键议题。弗吉尼亚州和新泽西州的民主党候选人成功将数据中心对电网的压力以及科技公司应承担的“公平份额”作为竞选承诺,佐治亚州的公共事业委员会选举也反映了对科技巨头“优惠交易”的不满。

🌐 数据中心扩张的影响:生成式AI的爆炸式增长推动了数据中心的规模扩张,使其成为一个地区中型城市的用电量消耗者,并消耗大量水资源。这些庞大的设施不再隐形,而是引发了关于电力、水、土地和就业的激烈争论,尤其是在地方层面。

⚖️ 公众态度与政治动向:一项民意调查显示,只有44%的美国人愿意在其附近设立数据中心,这表明公众对数据中心带来的负面影响,如电费上涨和资源紧张,存在普遍担忧。这种担忧甚至跨越党派,部分共和党人也对数据中心的无序扩张表示担忧,预示着AI基础设施可能成为2026年选举中的一个民粹主义议题。

📈 未来趋势预测:随着AI领域的持续加速发展和大量新项目的上线,数据中心在水、电、土地等资源上的争夺将更加激烈。可以预见,这些地方性争论将继续影响美国政治格局,并塑造选举的胜负走向。

The Democratic sweep of gubernatorial races in Virginia and New Jersey and public service commissioner races in Georgia offer an early glimpse of what could be a sleeper issue in the 2026 midterm elections: the politics of AI infrastructure.

In Virginia, Governor-elect Abigail Spanberger made data centers’ outsize energy demands one of her campaign planks, calling on tech companies to pay their fair share” to strengthen the grid. In New Jersey, Mikie Sherrill won the governorship championing, among other issues, legislation that would require data centers to help fund grid modernization and renewable energy investments. And in Georgia, Democrats Alicia Johnson and Peter Hubbard unseated incumbent Republicans on the Public Service Commission, which sets utility rates, after Hubbard complained that big tech companies were being offered “sweetheart deals” while residents paid much higher rates for electricity.

These wins underscore a striking new reality—that the physical infrastructure of the AI boom isn’t just transforming technology or the economy. As I reported recently, massive AI data centers are also quietly reshaping local and state politics—turning once-niche zoning fights into national debates over the future of energy. 

The explosion of generative AI—and its insatiable demand for computing power—has transformed modest server farms into sprawling mega-complexes that can stretch across hundreds of acres, draw as much electricity as a midsize city, and guzzle millions of gallons of water. These facilities are no longer invisible; they’ve become flashpoints in local fights over power, water, land, and jobs.

Critics accuse the tech giants behind them of driving up electricity bills and straining fragile water supplies, and balk at public investment in the tax incentives and infrastructure investments they benefit from. Supporters counter that these projects are worth the cost for governments, bringing long-overdue economic growth and tax revenue to stagnant regions.

For now, the critics have the upper hand at the ballot box. A September poll found that only 44% of Americans would welcome a data center nearby. And the opposition hasn’t just been from the left: Despite the Trump administration prioritizing growth of AI infrastructure, Missouri Republican Senator Josh Hawley and some others in his party have expressed concerns about the unchecked proliferation of data centers, and the rising electricity rates they could bring. Some observers have suggested this could become a populist wedge issue in 2026.

To be sure, there are no exit polls yet that clarify whether people cast their votes with data center issues on their minds. But the results suggest the issue resonated—especially in states where major new facilities are planned and electricity rates have risen. 

One thing is clear: As the AI land rush accelerates—and billions more in projects come online—you can expect those local fights over water, power, and land to keep shaping who wins and loses in American politics.

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AI基础设施 数据中心 能源政策 政治 选举 AI infrastructure data centers energy policy politics elections
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