David Sacks：美国数据中心建设或因监管不确定性放缓
特朗普政府的 AI 负责人 David Sacks 谈数据中心停建风险，500 亿美元的投资没人敢在规则不明时下注，说法很直白。
美国 AI 事务负责人 David Sacks 在 All-In Podcast 上表示，2027 年前已获批的数据中心项目仍能完工，但新项目会停滞。他给出单个吉瓦级数据中心约 500 亿美元的造价，称没有人会在规则不明时投这笔钱。他预计到 2028 年，新项目管线将被关闭或大幅缩减，并对经济造成明显冲击。
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)
