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"title": "AI资料中心成美期中选举战场!众院高票通过电费法案 共和党人为何不惜与川普唱反调?",
"shortTitle": "AI资料中心成美期中选举战场!众院高票通过电费法案 共和党人",
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"description": "美国众议院周三(16日)通过一项旨在保护家庭免受资料中心扩张带来电费上涨影响的法案,是众院首次推进直接处理资料中心产业成长所衍生经济疑虑的立法。这显示随着11月期中选举逼近,资料中心议题逐渐成为选战热点,部分共和党候选人甚至不惜与力挺资料中心的总统川普出现分歧。 由共和党掌握多数的众院,以417票对3票通过《电费支付者保护法案》(Ratepayer Protection Act)。法案将要求州公用事业监管机构考量,包括资料中心在内的大型用电户,是否应负担为供应自身用电需求而兴建的电力基础设施新增",
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"content": "<p>美国众议院周三(16日)通过一项旨在保护家庭免受资料中心扩张带来电费上涨影响的法案,是众院首次推进直接处理资料中心产业成长所衍生经济疑虑的立法。这显示随着11月期中选举逼近,资料中心议题逐渐成为选战热点,部分共和党候选人甚至不惜与力挺资料中心的总统川普出现分歧。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6608606/l/b86bc9047d972baacc73e8c6186172c9.jpg\" alt=\"AI资料中心成美期中选举战场!众院高票通过电费法案 共和党人为何不惜与川普唱反调?\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>由共和党掌握多数的众院,以417票对3票通过《电费支付者保护法案》(Ratepayer Protection Act)。法案将要求州公用事业监管机构考量,包括资料中心在内的大型用电户,是否应负担为供应自身用电需求而兴建的电力基础设施新增成本。</p>\n\n<p>共和党众院领袖选在众院议员预定11月3日期中选举前离开华盛顿之前,让这项法案进入表决程序。即使众院周三表决通过,目前尚不清楚该法案能否在期中选举前获参议院通过并成为法律。</p>\n\n<p>资料中心快速扩张之际,美国政坛对此议题的看法日渐复杂。川普强力支持资料中心发展,认为这对美国维持人工智慧(AI)领域的领导地位至关重要,例如他本周稍早表示,资料中心能让民众及各州变得富有,并称资料中心是「未来20、25年的石油」。</p>\n\n<p>但另一方面,民主、共和两党议员都面临选民对资料中心产业用电需求激增、导致电费上涨的疑虑日益升高,甚至让两党近期在资料中心议题上出现难得的共识。</p>\n\n<h6>共和党候选人开始与川普唱反调</h6>\n\n<p>俄亥俄州共和党联邦参议员Jon Husted就是其中一个突出的例子。他在担任俄亥俄州副州长期间,曾欢迎资料中心进驻该州,如今他的立场已转向强调自己支持《电费支付者保护法案》。</p>\n\n<p>Husted今年7月底在参议院提出这项法案,目标是确保美国民众不必为新资料中心所需的电力买单。他也强调支持地方决策权。</p>\n\n<p>Husted上周接受电视访问时表示,「企业有责任为当地民众做正确的事,否则当地民众就应该告诉他们『不』。我的立场是,这应该由当地民众决定。」</p>\n\n<p>Husted立场转变,恰好就发生在民主党竞选对手、前联邦参议员Sherrod Brown于7月初展开广告攻势后。Brown在广告中指控Husted多年来「积极招揽资料中心」进驻俄州。</p>\n\n<p>共和党参议院竞选机构全国共和党参议院委员会(NRSC)8月中旬在一份备忘录中警告,资料中心是「挂在Husted脖子上的锚」,并呼吁需要资料中心的企业「改变俄州民众对它们的看法」。</p>\n\n<p>Bowling Green State University西北俄亥俄州分校政治学教授Melissa Miller表示,NRSC可能「夸大了资料中心在俄州参议院选举中的重要性」,但她补充,这项议题对选民仍很重要,因为资料中心非常醒目,即使其重要性可能不及汽油价格或其他必需品。</p>\n\n<p>Miller说:「如果你的郡、社区或上班途中有一座资料中心,你就会看到它们——它们如此庞大,你不可能看不到。」</p>\n\n<p>除了俄亥俄州,资料中心议题也蔓延至其他竞争激烈的参议院选战。</p>\n\n<h6>从密西根到德州</h6>\n\n<p>川普并未放弃长期支持AI及资料中心的立场,但有时也表示,共和党员表达反对资料中心的立场并无不妥。</p>\n\n<p>川普8月中旬曾说,「如果共和党人反对资料中心,我没有意见。」但他同时也表示,「一般而言,如果我管理一个社区,是市长或州长,我会希望拥有资料中心,因为它们能带来巨额收入。它们很干净,会自行生产能源——新建的资料中心会自行生产能源。」</p>\n\n<p>在某些时候,川普的态度就没有那么宽容。他8月底在社群媒体发文表示,如果社区不欢迎资料中心,最终「将变得落后且贫穷」。</p>\n\n<p>到了本周一,川普又表示,他认为AI及资料中心正面临一场「病态阴谋」,而唯一对此感到高兴的是中国。这番言论发表前一天,AI巨头纷纷表示支持放慢尖端AI模型的开发速度,不过,AI巨头并未支持放慢资料中心建设。</p>\n\n<p>川普之所以捍卫资料中心,是因为AI产业已成为美国经济及股市的重要驱动力。川普也强调,AI发展对美国与中国竞争至关重要。</p>\n\n<p>尽管如此,共和党员仍在资料中心议题上与该党领导人出现分歧。</p>\n\n<p>根据宾州大学安纳伯格公共政策中心(Annenberg Public Policy Center)上月公布的民调结果,61%的美国民众有些或强烈反对在自己所在地兴建新的资料中心,高于约四个月前的49%。其中民主党选民反对比率为69%、共和党选民为54%、独立选民为53%。</p>\n\n<p>宾州大学政治学与传播学教授Matt Levendusky表示,「两党的反应确实非常引人注目——如今你已经很难在许多议题上看到这种情况。」</p>\n\n<p>Levendusky指出相关论述的关键:这些设施带来的好处将由「少数企业和亿万富豪」享有,而成本则由「接纳资料中心的社区」或「因AI而失去工作机会的白领」承担。</p>\n\n<p>宾州大学民调发现,美国民众平均认为AI唯一能带来帮助的领域是医学研究。</p>\n\n<p>在密西根州这场竞争激烈的参议院选举中,民主党候选人Abdul El-Sayed已对AI议题采取强硬立场。共和党对手、前联邦众议员Mike Rogers随后宣布支持暂停该州资料中心建设一年。</p>\n\n<p>德州参议院选举也出现以资料中心议题为中心的角力。德州与密州、俄州的参议院选战,都被《库克政治报告》(Cook Political Report)列为「五五波」(toss-up)。</p>\n\n<p>共和党候选人、德州检察长Ken Paxton上月提出一项计划,主张取消资料中心的租税优惠、禁止在乡村社区兴建资料中心,并要求资料中心自行负担所需电力成本。</p>\n\n<p>民主党候选人James Talarico则抨击Paxton过去担任州议员时曾投票「透过提供数十亿美元的租税优惠,让资料中心大量进驻德州」,并表示这名共和党候选人如今「正试图悲哀的改弦更张」。</p>\n\n<p>共和党对资料中心的反弹可能进一步升温,宾州大学的Levendusky表示,「如果到了2028年,所有候选人都没有开始提出他们将如何处理AI、希望如何监管AI的计划,我会感到非常惊讶。这将成为未来政治的一部分。」</p>\n\n<h6>消费者团体质疑效果</h6>\n\n<p>消费者权益非营利组织Public Citizen则表示,这项立法不足以充分保护美国民众。该组织能源计划主管Tyson Slocum说:「《电费支付者保护法案》保护消费者免受公用事业费率上涨的能力,实际上非常有限,因为它只是要求各州『考量』是否要求资料中心支付部分电网接入成本。」</p>\n\n<p>他表示,联邦政府要求各州考量采取这项措施,确实为倡议人士争取消费者保护提供机会,但资料中心带来的其他许多消费者及社区影响,都没有在这项法案中获得处理。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-13804.html\" title=\"美国企业内部人加码自家公司废弃物处理龙头Republic Services获逾1.2亿美元买盘\">美国企业内部人加码自家公司废弃物处理龙头Republic Services获逾1.2亿美元买盘</a></li>\n <li><a href=\"/new/mg/article-2502.html\" title=\"川普美伊协议是美股「强力买进讯号」?油价与殖利率下行推升风险资产、黄金承压\">川普美伊协议是美股「强力买进讯号」?油价与殖利率下行推升风险资产、黄金承压</a></li>\n <li><a href=\"/new/mg/article-3342.html\" title=\"AI将超越工业革命?辉达黄仁勋解析AI工厂与代理AI崛起\">AI将超越工业革命?辉达黄仁勋解析AI工厂与代理AI崛起</a></li>\n <li><a href=\"/new/mg/article-12944.html\" title=\"莫德纳癌症疫苗 单人完整疗程接近50万美元 登上中国热搜\">莫德纳癌症疫苗 单人完整疗程接近50万美元 登上中国热搜</a></li>\n <li><a href=\"/new/mg/article-12381.html\" title=\"长江存储母公司申请上海科创板IPO 拟筹资49亿美元\">长江存储母公司申请上海科创板IPO 拟筹资49亿美元</a></li>\n <li><a href=\"/new/mg/article-15041.html\" title=\"贝森特砸60亿美元也压不住!10年期美债殖利率冲上近3年新高\">贝森特砸60亿美元也压不住!10年期美债殖利率冲上近3年新高</a></li>\n </ul>\n</div>",
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