SemiAnalysis· @SemiAnalysis_ · X·· 2 天前AI 评分62
AI 导读
SemiAnalysis 分析称数据中心建设的反对声浪已成两党共识，2027 年建设基本锁定，2028 年确定性较低。文中认为得州的许可冻结是美国建设计划目前最大的单一风险，且两党都在以更严格规则为竞选主张，详细分析见 https://newsletter.semianalysis.com/p/the-datacenter-backlash-goes-bipartisan。
AI 生成摘要 · 以原文为准
正文
The Datacenter Backlash Goes Bipartisan:
Next Week's Midterms and the 2028 Buildout
2027 is largely locked in. 2028 is less secure:
a prolonged Texas permit freeze is now the biggest single risk to the US buildout,
and both parties are running on tighter rules
https://newsletter.semianalysis.com/p/the-datacenter-backlash-goes-bipartisan
来源：SemiAnalysis · x.com