犹他州当地居民如何抵制凯文·奥利里(Kevin O’Leary)的人工智能数据中心

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乔什·兹耶扎(Josh Dzieza)批评数据中心交易在未让当地居民参与的情况下即行推进,并讨论了博克斯埃尔德县(Box Elder County)的“斯特拉托斯”(Stratos)项目。他指出:‘在整个流程链条中,当地居民从未成为参与者。’他还表示:‘根本无人告知博克斯埃尔德县的任何居民将有项目落地。’。 阅读 5 条观点,查看支持证据与原始来源。

理解这篇

5 个要点

综合解读

  1. 数据中心项目虽与富士康项目存在相似性,但仍具现实可行性

    兹耶扎指出,数据中心正在被建设,且在某些情况下确有其合理性,这与威斯康星州富士康(Foxconn)液晶显示器工厂项目不同;尽管如此,他发现这两个项目之间的相似之处超出了他最初的预期。

    支持这项说法 1

    起初我没想到这件事会让人觉得和富士康项目这么相似,因为与富士康项目不同,数据中心确实在建设,而且至少从理论上看,在许多情况下可能是合理的。这些设施确实在建——不像威斯康星州中部的一座液晶面板厂。结果发现,两者的相似之处比我原先想的更多。

    Josh Dzieza · 段落 9

    原始摘录
    I did not expect this to feel so similar to Foxconn initially, because unlike the Foxconn project, the data center buildout is real and at least theoretically can make sense in many cases. These things are actually getting built — unlike an LCD fab in the middle of Wisconsin. It turned out that there are more parallels than I thought.
    回到原文语境 →
  2. 追逐资金支持的急迫性可能与政治考量发生冲突

    帕特尔(Patel)认为,政治考量与产业追求超大规模云服务商(hyperscaler)资金支持、力求快速完成交易与审批的倾向之间存在冲突。

    支持这项说法 1

    整个行业已围绕“如何最快从超大规模云服务商(hyperscalers)处获取资金”而构建:通过迅速达成交易、快速取得许可、尽可能加速完成全部流程。而我们的政治体系与这一流程之间,似乎正陷入彻底的冲突。

    Nilay Patel · 段落 56

    原始摘录
    There’s an entire industry that is built around trying to acquire money from hyperscalers as fast as possible by getting these deals done, by getting the permits, by going through the process as quickly as possible, and it feels like our politics and that process are in absolute conflict.
    回到原文语境 →
  3. 德齐亚称当地居民被排除在开发协议之外

    德齐亚指出,当地居民在开发过程中完全缺席。他以斯特拉托斯(Stratos)项目为例,称 Box Elder 县的居民无人被告知即将发生什么。

    支持这项说法 1

    在整个这一链条中,当地居民自始至终未被纳入参与者之列。他们根本不在场,也不属于这一体系的一部分。因此,才会出现斯特拉托斯这类案例:Box Elder 县居民完全无人被事先告知任何相关动向。

    Josh Dzieza · 段落 66

    原始摘录
    At no part in this chain are local residents a player. They’re just not there. They’re not part of this system. So, you have something like Stratos, where just no one bothered to tell anyone in Box Elder County that anything was coming.
    上下文

    各方都在竞速。他们的关切点是“我们能否以最快速度敲定这笔交易?”而当地居民则完全未被纳入考量。

    原始上下文

    They’re all racing. Their concern is, “Can we get this deal together as fast as possible?” Local residents just don’t come up.

    回到原文语境 →
  4. 大型项目公告并不等同于资金已落实

    德齐亚描述了开发商宣布可能建设的大型项目、以吸引 Meta 这类公司的做法。场地的电力容量、占地面积和可能获得的许可,并不意味着建设资金已经到位。他将这些“纸面数据中心”称为更广泛竞逐现象的一种表现。

    支持这项说法 1

    因此,外界存在诸多所谓“纸面数据中心”,但这实为更广泛竞速动态的一种症状。

    Josh Dzieza · 段落 64

    原始摘录
    So, you have these so-called paper data centers out there, but it is a symptom of the broader race dynamic.
    上下文

    这带来的一个结果就是,项目公告很多。许多开发商宣布:“我这里有一个 10 吉瓦的设施。我们正在建设这个巨型设施,它将成为世界上最大的数据中心。”这不只是凯文·奥利里(Kevin O’Leary)的情况;他们基本上也是在说:“嘿,Meta,如果你想参与,这里可以成为世界上最大的数据中心。你可以在这里拥有一个 10 吉瓦的设施。”它有相应的电力容量,也许已获相关许可,而且有相应的占地面积。但这并不意味着我们有资金建造一个 10 吉瓦的设施,或有类似的资金支持。

    原始上下文

    One consequence of that is that you have a lot of announcements. A lot of announcements for developers say, “I’ve got a 10-gigawatt facility here. We’re building this gigantic facility, it’s going to be the biggest data center in the world.” This happens not just with Kevin O’Leary, but also basically what they’re saying is, “Hey Meta, if you wanted to get involved with this, you could have the biggest data center in the world. You could have a 10-gigawatt facility here.” It has that power capacity, maybe it has permitting for that and has the physical footprint for it. It doesn’t mean we have funding to build a 10-gigawatt facility or anything like that.

    回到原文语境 →
  5. 德齐亚认为,除官员与开发商外,几乎不存在其他支持力量

    德齐亚说,除建设者和被税收收入吸引的州政府官员外,他几乎没有看到对数据中心的支持。他补充说,即便是向项目出售土地的人,也期待收到款项,却并不喜欢这项开发。

    支持这项说法 1

    我觉得是特朗普希望这件事发生。我不认识任何想在自家后院建数据中心的人。我想,这是让我意外的事情之一:其实并没有什么支持数据中心的群体,也许除了把它们视为有吸引力的税收来源的州政府官员,以及建设这些数据中心的人。

    Josh Dzieza · 段落 92

    原始摘录
    I think it’s Trump wanting it to happen, I don’t know anyone who wants a data center in their backyard. I think that was one of the surprising things to me, that there’s not really a pro-data center constituency other than I guess state officials who see them as an attractive source of tax revenue and the people building them.
    上下文

    就连那些为项目出售土地的人也说:“我会拿到钱,但我并不高兴这事要发生。”

    原始上下文

    Even the people who were selling land into the project were saying, “I’ll get paid, but I’m not happy this is coming.”

    回到原文语境 →

关键段落5

带明确归属与语境的原文片段。打开原始文本核查出处。

数据中心建设的现实性

数据中心项目虽与富士康项目存在相似性,但仍具现实可行性

起初我没想到这件事会让人觉得和富士康项目这么相似,因为与富士康项目不同,数据中心确实在建设,而且至少从理论上看,在许多情况下可能是合理的。这些设施确实在建——不像威斯康星州中部的一座液晶面板厂。结果发现,两者的相似之处比我原先想的更多。

原始摘录
I did not expect this to feel so similar to Foxconn initially, because unlike the Foxconn project, the data center buildout is real and at least theoretically can make sense in many cases. These things are actually getting built — unlike an LCD fab in the middle of Wisconsin. It turned out that there are more parallels than I thought.
数据中心建设流程

追逐资金支持的急迫性可能与政治考量发生冲突

整个行业已围绕“如何最快从超大规模云服务商(hyperscalers)处获取资金”而构建:通过迅速达成交易、快速取得许可、尽可能加速完成全部流程。而我们的政治体系与这一流程之间,似乎正陷入彻底的冲突。

原始摘录
There’s an entire industry that is built around trying to acquire money from hyperscalers as fast as possible by getting these deals done, by getting the permits, by going through the process as quickly as possible, and it feels like our politics and that process are in absolute conflict.
基础设施可信度

大型项目公告并不等同于资金已落实

因此,外界存在诸多所谓“纸面数据中心”,但这实为更广泛竞速动态的一种症状。

原始摘录
So, you have these so-called paper data centers out there, but it is a symptom of the broader race dynamic.
上下文

这带来的一个结果就是,项目公告很多。许多开发商宣布:“我这里有一个 10 吉瓦的设施。我们正在建设这个巨型设施,它将成为世界上最大的数据中心。”这不只是凯文·奥利里(Kevin O’Leary)的情况;他们基本上也是在说:“嘿,Meta,如果你想参与,这里可以成为世界上最大的数据中心。你可以在这里拥有一个 10 吉瓦的设施。”它有相应的电力容量,也许已获相关许可,而且有相应的占地面积。但这并不意味着我们有资金建造一个 10 吉瓦的设施,或有类似的资金支持。

原始上下文

One consequence of that is that you have a lot of announcements. A lot of announcements for developers say, “I’ve got a 10-gigawatt facility here. We’re building this gigantic facility, it’s going to be the biggest data center in the world.” This happens not just with Kevin O’Leary, but also basically what they’re saying is, “Hey Meta, if you wanted to get involved with this, you could have the biggest data center in the world. You could have a 10-gigawatt facility here.” It has that power capacity, maybe it has permitting for that and has the physical footprint for it. It doesn’t mean we have funding to build a 10-gigawatt facility or anything like that.

利益相关方参与

德齐亚称当地居民被排除在开发协议之外

在整个这一链条中,当地居民自始至终未被纳入参与者之列。他们根本不在场,也不属于这一体系的一部分。因此,才会出现斯特拉托斯这类案例:Box Elder 县居民完全无人被事先告知任何相关动向。

原始摘录
At no part in this chain are local residents a player. They’re just not there. They’re not part of this system. So, you have something like Stratos, where just no one bothered to tell anyone in Box Elder County that anything was coming.
上下文

各方都在竞速。他们的关切点是“我们能否以最快速度敲定这笔交易?”而当地居民则完全未被纳入考量。

原始上下文

They’re all racing. Their concern is, “Can we get this deal together as fast as possible?” Local residents just don’t come up.

本地接受度

德齐亚认为,除官员与开发商外,几乎不存在其他支持力量

我觉得是特朗普希望这件事发生。我不认识任何想在自家后院建数据中心的人。我想,这是让我意外的事情之一:其实并没有什么支持数据中心的群体,也许除了把它们视为有吸引力的税收来源的州政府官员,以及建设这些数据中心的人。

原始摘录
I think it’s Trump wanting it to happen, I don’t know anyone who wants a data center in their backyard. I think that was one of the surprising things to me, that there’s not really a pro-data center constituency other than I guess state officials who see them as an attractive source of tax revenue and the people building them.
上下文

就连那些为项目出售土地的人也说:“我会拿到钱,但我并不高兴这事要发生。”

原始上下文

Even the people who were selling land into the project were saying, “I’ll get paid, but I’m not happy this is coming.”

来源与研究方法

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