[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9a2a5c28":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio9a2a5c28","特朗普这句话，把 AI 数据中心之争直接推到了台前","\u002Fdoc\u002Fdcio9a2a5c28","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>特朗普最新表态很直白：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>想让一个州变富，就应该要数据中心；\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不批准数据中心，就是选择贫困、犯罪和衰败。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这不是一句普通口号，而是在向州政府和地方政府施压。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>过去一年，\u003C\u002Fspan>AI \u003Cspan>数据中心最大的瓶颈已经不只是\u003C\u002Fspan>$NVDA GPU\u003Cspan>，也不只是融资，而是越来越现实的三件事：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>电力、许可、地方反对。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>根据\u003C\u002Fspan> Data Center Watch \u003Cspan>统计，仅\u003C\u002Fspan> 2026 \u003Cspan>年一季度，美国就有至少\u003C\u002Fspan> 75 \u003Cspan>个数据中心项目被阻挡或延迟，涉及金额约\u003C\u002Fspan> 1300 \u003Cspan>亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Business Insider \u003Cspan>也提到，地方反对正在成为\u003C\u002Fspan> AI \u003Cspan>基建投资里不能忽视的风险。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这对\u003C\u002Fspan>$MSFT \u003Cspan>、\u003C\u002Fspan>$AMZN \u003Cspan>、\u003C\u002Fspan>$GOOGL  \u003Cspan>这些\u003C\u002Fspan> hyperscaler\u003Cspan>，以及\u003C\u002Fspan>$NBIS \u003Cspan>、\u003C\u002Fspan>$CRWV \u003Cspan>这类\u003C\u002Fspan> Neocloud \u003Cspan>都是关键变量。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>因为\u003C\u002Fspan> AI \u003Cspan>算力扩张不是买到芯片就结束。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>GPU \u003Cspan>要落地，背后必须有数据中心、电力接入、冷却系统、土地审批和社区许可。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>现在的问题是，很多地方政府担心数据中心推高电价、消耗水资源、挤压电网可靠性，所以开始加限制。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股投资网获悉，德州州长\u003C\u002Fspan> Abbott 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]