原帖引用 · AI 翻译
Chamath：中期选举后冻结数据中心建设，将有利于超大规模云服务商（Amazon、Meta、Microsoft、Google 和 SpaceX），而不利于所有租用算力的人。
这些超大规模云服务商已经建有数据中心并拥有电力，因此冻结建设会使它们持有的资源更加稀缺，也更有价值。
新兴云服务商以及 OpenAI 和 Anthropic 等实验室每年都需要多得多的算力来实现增长，而冻结建设会切断它们原本指望的新增供应。
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完整视频见“YouTube”上的“All-In Podcast”频道（链接见评论）。
原文
Chamath: A data center freeze after the midterm election helps the hyperscalers (Amazon, Meta, Microsoft, Google and SpaceX) and hurts everyone who rents compute. The hyperscalers already have built data centers and power, so a freeze makes what they hold scarcer and worth more. Neoclouds and labs like OpenAI and Anthropic need much more compute every year to grow, and a freeze cuts off the new supply they were counting on. ---- Full video on "All-In Podcast" YouTube channel, (link in comment)
David Sacks 预计，已取得全部许可的数据中心项目仍会在 2027 年完工，但新项目会陷入停滞，因为没有人会在规则不明朗的情况下押上 500 亿美元。
他预计，到 2028 年，项目储备将被中断或大幅削减，经济将受到重大冲击。
“当你谈论这种规模的基础设施时，这些吉瓦级数据中心的成本约为 500 亿美元。在充满不确定性的条件下，没有人能做出这样的投资。你最不希望发生的事，就是这样一个项目已经破土动工，做到一半时却被法院下令停工。最后，工人罢工或某个社区团体也可能让你停下来。在做出这样的投资之前，你确实需要确定的条件。而我认为，我们正走向高度不确定的局面。”
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完整视频见“YouTube”上的“All-In Podcast”频道（链接见评论）。
原文
David Sacks expects fully permitted data-center projects still get finished in 2027, but new ones will stall because nobody will bet $50B on unclear rules. By 2028 he expects the pipeline to be closed or sharply cut, with a big hit to the economy. “When you’re talking about infrastructure of this magnitude, these gigawatt data centers, they cost around $50 billion. Nobody can make that investment in conditions of uncertainty. The last thing you ever want to do is break ground on a project like that, and then when you’re halfway through, you get enjoined. You end up with a strike by your workers or some community group that stops you. You really need conditions of certainty before you make an investment like that. And I think that we’re headed towards conditions of great uncertainty.” ---- Full video on "All-In Podcast" YouTube channel, (link in comment)