Original post · AI translation
Rohan Paul@rohanpaul_ai
高盛警告称，民主党在州和地方选举中取得胜利，可能导致临时暂停施工，影响美国规划中数据中心容量的45%；仅得克萨斯州就约占计划新增容量的25%。
民主党州众议员吉娜·伊诺霍萨竞选时承诺，在立法者制定保护电力、水资源和当地社区的措施之前，暂停发放新许可。杰富瑞估计，这一立场使得克萨斯州已公布的13.3吉瓦项目面临风险。
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Goldman Sachs warns local election results could affect US data center constructionMachine translation
Goldman Sachs warns that Democratic successes in state and local elections could lead to temporary construction moratoria affecting 45% of planned US data center capacity. Texas accounts for approximately 25% of planned additions. Texas state Rep. Gina Hinojosa pledged to halt new permits until safeguards for power, water and local communities are in place; Jefferies estimates that 13.3 GW of announced Texas projects are at risk.