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Back美德州候任州長坦言「並不討厭資料中心」: 1句話透露真實心聲
美德州候任州長坦言「並不討厭資料中心」: 1句話透露真實心聲
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自由时报15 minutes agoBusiness2 min readChina

美德州候任州長坦言「並不討厭資料中心」: 1句話透露真實心聲

希諾霍薩:在保護措施到位前,必須暫停目前推動的資料中心相關工作

Quick Look

德州候任州長希諾霍薩表示,在保護居民利益的措施推出前,德州必須暫停資料中心相關工作。她強調不排斥科技投資,但要求企業按德州條件合作。市場傳言凍結最快到明年5月底才可能解除,相關保護措施仍須經立法程序。

AI-generated summary

Why It Matters

德州近年吸引大量資料中心投資,相關設施涉及數十億美元資金,是美國成長最快速的資料中心市場之一。希諾霍薩在競選期間承諾停止新的資料中心開發案,已經讓德州資料中心產業感到不安。

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〔財經頻道/綜合報導〕美國德州候任州長希諾霍薩(Gina Hinojosa)週四接受《CNN》訪問時表示,在保護居民利益的措施推出之前,德州必須暫停目前推動的資料中心相關工作。她強調:「我們將制定法律保護德州人民,在這些保障措施到位之前,必須暫停目前推動的資料中心相關工作。」

希諾霍薩隨即補充,自己並不是討厭資料中心,討厭的是企業目前利用德州資源的方式,等她擔任州長後,這種情況就會停止。

市場傳言,德州資料中心凍結最快要到明年5月底才可能解除。對此,德州州議會預計於2027年1月12日召開常會,並於5月31日結束,相關保護措施仍須經過立法程序,資料中心新案審批凍結可能延續至明年5月底,甚至更久。不過,目前尚未公布明確的解除日期,5月底也並非官方確定的解禁時程。

這次訪談中,希諾霍薩也被問到如何與科技巨頭打交道。她回答:「我們可以與馬斯克及其公司建立強勁的合作關係,但必須按我們的條件來。」她進一步強調,企業不能只顧自身利益而忽視德州人民,並表示:「不能就這樣把德州人民踩在腳下,而這正是現在要改變的事情」。

市場認為,這句話劃定了她的談判底線:德州不拒絕科技投資,但不接受先前那種開發商主導、政府配合的模式。

目前,馬斯克旗下的太空探索公司SpaceX與電動車製造商特斯拉(Tesla)均將總部設在德州,他也計畫在當地發展晶片製造事業。值得注意的是,馬斯克在此次州長選舉中支持希諾霍薩的共和黨對手、現任州長艾伯特(Greg Abbott)。

馬斯克週三還表示,光是為了支持德州共和黨籍聯邦參議員候選人帕克斯頓(Ken Paxton),他就投入1.58億美元(約新台幣51.6億元)。

《路透》報導,希諾霍薩在競選期間承諾停止新的資料中心開發案,已經讓德州資料中心產業感到不安,也為美國成長最快速的資料中心市場之一增添新的不確定性。近年,德州吸引大量資料中心投資,相關設施涉及數十億美元資金,如今新任州長的政策方向,正受到產業高度關注。

What to Watch

AI outlook — possibilities, not facts

  • 德州州議會將於2027年1月12日召開常會,討論資料中心保護措施立法

    Very likely · Within months

  • 資料中心新案審批凍結可能延續至明年5月底甚至更久

    Likely · Within months

Open Questions

  • 保護措施的具體內容和立法時間表是什麼?
  • 資料中心開發凍結的確切解除日期是什麼?
  • 對已經在建或已獲批的資料中心項目有何影響?

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