美多项数据中心公投被否，OpenAI与Meta紧急应对建设阻力
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美国选举中50项数据中心相关公投中有至少46项遭到否决，引发市场对AI算力扩建放缓的恐慌，纳斯达克指数周四暴跌5.1%进入回调区间。针对政策冲击与建设阻力，OpenAI紧急发布《国家社区公约》，承诺在用电高峰期压降负荷、公开水电及噪音影响数据，并不转嫁居民电费。同时，Meta透露由于本土建设难度显著增加，各大超大规模厂商已开始评估转向美国以外地区进行算力投资。
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- Hacker News · AISelectedNasdaq Plunges as Data Center Buildouts Hit Roadblocks; OpenAI and Meta Scramble to Counter Policy Fallout
The Nasdaq plummeted 5.1% on Thursday into correction territory as at least 46 of 50 data center-related ballot measures were rejected in US elections, triggering market fears of a slowdown in AI compute expansion. OpenAI hastily unveiled a "National Community Compact," pledging to curtail loads during peak power demand, disclose environmental data on water, power, and noise, and ensure residential electricity rates are unaffected. Meanwhile, Meta disclosed that due to significantly mounting construction hurdles, major hyperscalers have begun evaluating shifting compute investments outside the United States.
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