Original post · AI translation
David Sacks 预计，已获得全部许可的数据中心项目仍会在 2027 年建成，但新项目将陷入停滞，因为没人会在规则不明朗的情况下押注 500 亿美元。
他预计，到 2028 年，项目储备将中断或大幅缩减，经济将受到重大冲击。
“谈到这种规模的基础设施，这些吉瓦级数据中心的成本约为 500 亿美元。没有人能在不确定的条件下进行这样的投资。你最不想遇到的情况，就是这类项目已经破土动工，进行到一半却遭到禁令。最后，你的工人罢工，或某个社区团体出面阻止项目。进行这样的投资之前，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 频道“All-In Podcast”（链接在评论中）
Original
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)
完整视频见 YouTube 频道“All-In Podcast”
https://t.co/9OQTsIL9aU
Original
Full video on "All-In Podcast" YouTube channel https://t.co/9OQTsIL9aU
Chamath：中期选举后冻结数据中心建设，有利于超大规模云服务商（Amazon、Meta、Microsoft、Google 和 SpaceX），却会损害所有租用算力的企业。
这些超大规模云服务商已经建有数据中心并掌握电力供应，因此冻结建设会使它们拥有的资源更加稀缺，也更有价值。
Neoclouds 以及 OpenAI 和 Anthropic 等实验室每年都需要更多算力来实现增长，而冻结建设会切断它们原本指望获得的新供应。
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完整视频见 YouTube 频道“All-In Podcast”（链接在评论中）
Original
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)