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Big Tech claims voters’ AI backlash is “anti-Trump” not “anti-tech”

Donald Trump’s big, rapid American AI buildout now faces a major slowdown as voters in yesterday’s elections overwhelmingly supported candidates and measures that favored increasing restrictions on AI and data centers nationwide. One resource from a polling firm, called Redbud Consulting, tracked data center initiatives on the ballot and reported that out of 44 measures across 10 states seeking to restrict data centers, 38 passed so far. Those measures included dozens of moratoriums and bans.

唐纳德·特朗普在美国快速推进的大规模人工智能建设正面临重大放缓，因为在昨天的选举中，选民以压倒性多数支持那些主张在全国范围内加强对人工智能和数据中心限制的候选人和提案。民调公司 Redbud Consulting 追踪了选票上的数据中心倡议，报告称在 10 个州寻求限制数据中心的 44 项提案中，目前已有 38 项获得通过。这些措施包括数十项暂停令和禁令。

Analysts suggested those won’t impact data centers already under construction or approved through 2027, instead largely impacting future projects planned for 2028. Only one measure passed allowing a data center to proceed. But even that small win represented pushback on the AI industry—requiring data center developers in a North Dakota city to pay for independent reviews and hold public hearings when expanding or proposing projects.

分析人士认为，这些措施不会影响已经在建或已获批至 2027 年的项目，主要影响的是计划于 2028 年开展的未来项目。仅有一项允许数据中心继续建设的提案获得通过。但即使是这一小小的胜利也代表了对人工智能行业的抵制——它要求北达科他州某市的数据中心开发商在扩建或提出新项目时，必须支付独立审查费用并举行公开听证会。

In addition to increasing regulations on data centers, voters also backed anti-AI candidates, electing officials vowing crackdowns in key states building out the most data center capacity in the US. Most notably, Democratic challenger Gina Hinojosa won the Texas governor race that Axios reported would fundamentally scramble the math on Trump’s AI buildout. According to Bloomberg, Hinojosa’s election has developers facing down the “worst-case scenario.”

除了加强对数据中心的监管外，选民还支持反人工智能的候选人，在全美数据中心容量建设最多的关键州选出了誓言要进行打击的官员。最引人注目的是，民主党挑战者吉娜·伊诺霍萨（Gina Hinojosa）赢得了德克萨斯州州长竞选，Axios 报道称这将从根本上打乱特朗普人工智能建设的算盘。据彭博社报道，伊诺霍萨的当选使开发商面临“最坏的情况”。

Texas is the epicenter of the AI boom, Axios noted, and was expected to account for more than 41 percent of added data center capacity in 2028. Now, Hinojosa plans to delay projects as long as it takes to pass laws “tackling impacts on water, electricity, air, and property rights.” Approximately “13 gigawatts of data center capacity” is now exposed, Bloomberg reported.

Axios 指出，德克萨斯州是人工智能热潮的中心，预计将占 2028 年新增数据中心容量的 41% 以上。现在，伊诺霍萨计划推迟项目，直到通过旨在“解决对水、电、空气和财产权影响”的法律。据彭博社报道，目前约有“13 吉瓦的数据中心容量”受到影响。

Gordon Johnson of GLJ Research warned in a note that Texas projects with “power, permits and steel keep going,” but “those with power but no state environmental permits slip 12 to 18 months,” Bloomberg reported. Some projects may leave the state entirely, perhaps moving to Louisiana or Georgia—or perhaps going nowhere. “She would impose a moratorium until legislation is passed that gives communities a voice, protects household utility bills, and ends the tax incentives for data centers,” Johnson’s note said. “The question now is how long the pause lasts.”

据彭博社报道，GLJ Research 的戈登·约翰逊（Gordon Johnson）在一份报告中警告称，德克萨斯州那些“拥有电力、许可证和钢材的项目将继续进行”，但“那些有电力但没有州环境许可证的项目将推迟 12 到 18 个月”。一些项目可能会完全离开该州，或许会转移到路易斯安那州或佐治亚州，也可能就此搁浅。约翰逊的报告称：“她将实施暂停令，直到通过立法，赋予社区发言权，保护家庭水电费，并终止对数据中心的税收优惠。现在的问题是，这种暂停会持续多久。”

As PIMCO head of public policy Libby Cantrill similarly warned, “even if statewide moratoria do not result, we expect to see a lot more sand in the gears of the AI buildout regardless—with more time required to secure permits and other approvals, as well as more concessions that data center developers will have to make.”

正如太平洋投资管理公司（PIMCO）公共政策主管利比·坎特里尔（Libby Cantrill）同样警告的那样：“即使没有出现全州范围的暂停令，我们预计人工智能建设的阻力也会大大增加——因为获得许可证和其他批准需要更多时间，数据中心开发商也将不得不做出更多让步。”

Big Tech downplays AI election results. Texas wasn’t the only big shake-up. Democrats won governor races in the next three biggest states previously wooing data center developers—Arizona, Georgia, and Ohio. Overall, Axios projected that “nearly two-thirds of 2028 data center capacity” could face similar delays as Hinojosa threatens in Texas. Bloomberg estimated that half the data centers in the US are now more vulnerable to scrutiny.

大型科技公司淡化人工智能选举结果。德克萨斯州并不是唯一发生重大变动的地方。民主党人在此前积极争取数据中心开发商的另外三个最大州——亚利桑那州、佐治亚州和俄亥俄州——赢得了州长竞选。总体而言，Axios 预计“2028 年近三分之二的数据中心容量”可能面临与伊诺霍萨在德克萨斯州所威胁的类似的延误。彭博社估计，美国一半的数据中心现在更容易受到审查。

For AI firms, that’s a nightmare, since any delays will set back revenue, and IT consulting firm Gartner recently estimated “the AI boom is nearly $5 trillion short of paying for itself.” Likely soon, developers nationwide will face tighter rules limiting tax incentives and requiring stronger protections for residents around who pays for grid infrastructure and water use. Those kinds of regulations will most likely increase developers’ costs at an inconvenient time, Bloomberg’s report said.

对于人工智能公司来说，这是一场噩梦，因为任何延误都会推迟收入，而 IT 咨询公司 Gartner 最近估计“人工智能热潮距离实现收支平衡还差近 5 万亿美元”。全国的开发商很可能很快就会面临更严格的规定，限制税收优惠，并要求在谁支付电网基础设施和用水费用方面为居民提供更强有力的保护。彭博社的报告称，这类监管很可能会在不合时宜的时候增加开发商的成本。

While many reports suggested that the first so-called “AI election” proved the power of the people to rein in Big Tech, some AI industry insiders downplayed the election results on Wednesday. In a statement, Adam Kovacevich—a former Google executive and the CEO of a tech industry trade group and policy coalition called Chamber of Progress—suggested “the results offer little evidence of a voter mandate to crack down on AI or data centers.”

尽管许多报道认为，首次所谓的“人工智能选举”证明了人民有能力约束大型科技公司，但一些人工智能行业内部人士周三淡化了选举结果。前谷歌高管、科技行业贸易组织及政策联盟“进步商会”（Chamber of Progress）首席执行官亚当·科瓦切维奇（Adam Kovacevich）在一份声明中表示，“选举结果几乎没有证据表明选民授权打击人工智能或数据中心。”

He emphasized that “Democratic gubernatorial candidates who opposed data center bans won at a higher rate than those who supported them,” and admonished, “Let’s not confuse an anti-Trump wave with an anti-tech mandate.” “Voters wanted change on the economy, not a crackdown on innovation,” Kovacevich said, while sharing a resource for those in the tech industry seeking an alternative spin on the results.

他强调，“反对数据中心禁令的民主党州长候选人的胜率高于支持禁令的候选人”，并告诫说：“不要把反特朗普浪潮与反科技授权混为一谈。”科瓦切维奇说：“选民想要的是经济上的变革，而不是对创新的打击。”同时，他为科技行业中寻求对选举结果进行不同解读的人士分享了一份资源。

Poll: 3 out of 4 voters opposed data centers. NBC News exit polls suggest it’s true that issues like cost of living or government corruption were ranked as more significant by voters than AI and data centers. However, like many analysts who point to AI opposition as a make-or-break issue for many voters, Alejandra Montoya-Boyer, vice president of The Leadership Conference’s Center for Civil Rights and Technology, disagreed with Kovacevich’s lens.

民调：四分之三的选民反对数据中心。NBC 新闻的出口民调显示，生活成本或政府腐败等问题确实被选民认为比人工智能和数据中心更重要。然而，像许多将人工智能反对意见视为许多选民关键问题的分析师一样，领导力会议民权与技术中心副总裁亚历杭德拉·蒙托亚-博耶（Alejandra Montoya-Boyer）不同意科瓦切维奇的观点。

“The 2026 midterms have been the first true AI election in the US,” Montoya-Boyer said. “We saw voters turn up at the polls in record midterm numbers and vote for leaders who are willing to protect them and their rights from unchecked AI.” Montoya-Boyer cited NBC’s polls showing that 3 in 4 voters are opposed to data centers. Additionally, more than half of voters said that “AI and data centers were a crucial or major factor in their vote for Congress.”

蒙托亚-博耶说：“2026 年中期选举是美国第一次真正的人工智能选举。我们看到选民以创纪录的中期选举人数参加投票，并投票给那些愿意保护他们及其权利免受不受限制的人工智能侵害的领导人。”蒙托亚-博耶援引 NBC 的民调显示，四分之三的选民反对数据中心。此外，超过一半的选民表示，“人工智能和数据中心是他们投票给国会时的关键或主要因素。”

The mass backlash is not just about utility costs or other data center fears, Montoya-Boyer suggested, but instead stemmed from a call from voters to regulate AI. Election day came “as the biggest AI companies raced to go public, AI systems broke out of the test ‘sandboxes’ meant to contain them, and biased and discriminatory AI kept making life-altering decisions about us,” Montoya-Boyer said. “These results confirm numerous polls and what we civil rights leaders have been hearing from the communities we represent.”

蒙托亚-博耶认为，这种大规模的抵制不仅仅是关于水电成本或其他对数据中心的担忧，而是源于选民对监管人工智能的呼声。蒙托亚-博耶说，选举日到来时，“最大的几家人工智能公司竞相上市，人工智能系统突破了旨在限制它们的测试‘沙箱’，而带有偏见和歧视性的人工智能不断对我们做出改变生活的决定。这些结果证实了众多的民调，也证实了我们民权领袖从我们所代表的社区中听到的声音。”