
随着全球最大的科技公司竞相在全国各地建设数据中心以支持人工智能的爆发式增长,参议院一项为期一年的调查指出,部分企业正在就这些项目的真实成本与收益误导公众。
As the world's biggest technology companies race to build data centers across the country to power an AI boom, a yearlong Senate investigation argues that some firms are misleading the public about the true costs and benefits around those projects.
这些调查结果最初由《时代》杂志获得,预计将成为明年国会成员更广泛行动的一部分,他们希望为这些耗电量巨大的项目设立更多监管限制。
The findings, first shared with TIME, are expected to be part of a broader effort in the coming year by members of Congress hoping to put more guardrails around the massive, power-intensive projects.
“国会必须让科技巨头承担责任,确保这些公司支付其应负担的合理份额,”马萨诸塞州民主党参议员伊丽莎白·沃伦表示。她曾呼吁在全国范围内暂停新建人工智能数据中心,直到开发商同意承担全部成本。
“Congress must hold Big Tech accountable so these companies pay their fair share,” says Senator Elizabeth Warren, a Massachusetts Democrat who has called for a national moratorium on new AI data centers until developers agree to cover the full costs.
沃伦的办公室与马里兰州民主党参议员克里斯·范霍伦以及康涅狄格州参议员理查德·布卢门撒尔共同主导了这项调查。调查重点关注了七家主要的数据中心开发商——亚马逊、谷歌、Meta、微软、CoreWeave、Digital Realty和Equinix。参议员团队向各公司索取信息,并对员工进行了采访。
Warren's office led the investigation with fellow Democratic Senators Chris Van Hollen of Maryland and Richard Blumenthal of Connecticut, which focused on seven major data center developers—Amazon, Google, Meta, Microsoft, CoreWeave, Digital Realty, and Equinix. The senators’ staff requested information from each company and interviewed employees.
这些调查结果与过去一年多家新闻媒体的相关报道基本一致,详细揭示了人工智能建设日益引发争议的经济影响。数据中心公司通常在争取激励政策时强调项目带来的建筑类就业。但报告指出,当参议员团队要求提供有关长期就业的完整信息时,多家公司拒绝配合。一些公司告诉调查人员,长期岗位的比例大致为每兆瓦电力需求对应一名工人。按照这一标准,一个100兆瓦的数据中心在建成后可能消耗约10万户家庭用电量的电力,而长期雇员数量则约为100人。
The findings, which largely match reporting from various news outlets over the past year, offer a detailed look at the increasingly contentious economics of the AI buildout. Data center companies routinely point to construction employment when making the case for incentives. But when the senators’ staff asked for comprehensive information about permanent employment, several of the companies refused to provide it, according to the report. Some companies told investigators that permanent staffing was roughly one worker for every megawatt of power demand. A 100-megawatt data center, by that measure, could consume roughly as much electricity as 100,000 homes while employing about 100 permanent workers after construction.
“这份报告揭露了我们早已知晓的事实:美国普通劳动者和当地社区正在为大型科技公司大规模扩建数据中心埋单,而这些公司却持续以不透明的方式运营,”范霍伦说道。
“This report lays bare what we have long known: working Americans and local communities are footing the bill for Big Tech’s massive expansion of data centers, while these companies continue to operate without transparency,” Van Hollen says.
值得注意的是,参议院调查人员发现,对数据中心开发商而言,最有利可图的激励措施并不一定是那些引人注目的房产税减免,而是计算机设备的销售税豁免。报告指出,人工智能设施需要大量专用硬件,而在一个平均功率为1吉瓦的人工智能数据中心中,GPU的支出约占39%。
Notably, the Senate investigators found that the most lucrative incentives for data center developers are not necessarily the attention-grabbing property-tax breaks, but sales-tax exemptions on computer equipment. AI facilities require vast quantities of specialized hardware, and GPUs account for an estimated 39% of the spending at an average 1-gigawatt AI data center, according to the report.
报告称,此次调查涉及的四大科技公司——亚马逊、谷歌、Meta和微软——在数据中心建设过程中经常要求签署保密协议。其中一些公司承认曾向政府官员提出此类要求。尽管数据中心谈判通常涉及商业机密信息,但参议院报告认为,保密协议也限制了公众对涉及税款、公用事业费率及公共基础设施的交易进行监督。
All four of the major technology companies in the investigation—Amazon, Google, Meta and Microsoft—have routinely sought nondisclosure agreements during data center development, according to the report. Some acknowledged requesting them from government officials. While data center negotiations often deal with commercially sensitive information, the Senate report argues that NDAs have also restricted public scrutiny of deals involving tax dollars, utility rates, and public infrastructure.
微软告诉调查人员,该公司将停止要求地方政府签署保密协议,但仍会继续在与州政府机构、公共事业委员会及公用事业公司合作时使用此类协议。亚马逊也宣布了类似的政策。报告指出,谷歌和Meta则拒绝承诺停止与地方政府签署保密协议。
Microsoft told the investigators it would stop seeking NDAs with local governments, although it would continue using them with state agencies, public utility commissions and utilities. Amazon has announced a similar policy. Google and Meta declined to commit to ending the practice with local governments, according to the report.
这份报告发布之际,数据中心已成为竞选活动中的一个热门议题。根据《经济学人》与YouGov最近的一项民意调查,约半数美国民众认为数据中心建设对国家不利。两党都在利用这一议题展开政治动员,而特朗普总统则警告称,对数据中心的反对可能会将人工智能建设推向海外。谁为人工智能的能源爆发买单?
The report comes as data centers have become a hot-button issue on the campaign trail. About half of Americans say that data center construction is bad for the country, according to a recent Economist/YouGov poll. Both parties have been harnessing the issue, even as President Trump warns that opposition to data centers could push the AI buildout overseas. Who Pays for the AI Power Boom?
报告的一个重要部分探讨了科技公司是否应为数据中心支付其应承担的合理份额,因为这些数据中心正在推高附近房主和企业的成本。各州的监管机构及立法者正越来越多地被要求决定:这种扩张应由推动需求的公司承担多少费用,又应由其他客户和纳税人承担多少。
A significant portion of the report explores whether tech companies are paying their fair share for data centers that are driving up the costs for nearby homeowners and businesses. State regulators and lawmakers are increasingly being asked to decide how much of that expansion should be paid for by the companies driving the demand, and how much should be borne by other customers and taxpayers.
参议院调查人员发现,七家公司中没有一家同意采用一项标准,该标准要求它们为新建电力基础设施支付费用——如果这些数据中心不存在,这些基础设施本无需建造。这些公司普遍表示,它们愿意支付服务数据中心所产生的直接成本,但主张对电网进行的更大规模投资——例如新建发电厂和输电线路——可能也会惠及其他客户,因此不应自动归因于推动需求的公司。
The Senate investigators found none of the seven companies would agree to a standard that would require them to pay for the building of new power infrastructure that would not have been needed if not for their data centers. The companies generally said they would pay the direct costs of serving their data centers, but argued that larger investments in the electric grid—like new power plants and transmission lines—can benefit other customers and should not automatically be assigned to the company that helped drive the need for them.
报告指出,路易斯安那州里奇兰教区有一座发电厂,当地电力供应商 Entergy 一直在试图收购它。分析人士认为,这一收购主要是由 Meta 计划投资 500 亿美元建设的数据中心所推动的。该数据中心预计将消耗 4500 兆瓦电力,约为整个新奥尔良市用电高峰期的四倍。据估计,此次收购可能会使 Entergy 的平均客户每月电费增加 8 至 13 美元。Meta 则否认其项目应对这些成本负责。
The report points to a power plant in Richland Parish, Louisiana, that the local utility provider, Entergy, has sought to buy. Analysts argue the purchase was driven primarily by Meta’s planned $50 billion data center, which is expected to draw 4,500 megawatts of electricity—about four times the peak electricity demand of the entire city of New Orleans. Estimates indicate that the purchase could drive up electric bills for the average Entergy customer by $8-13 per month. Meta has disputed that its project is responsible for the costs.
国会辩论新的数据中心法律:在中期选举后国会重新召开时,数据中心问题将是等待处理的议题之一。今年 9 月,众议院以 417 票对 3 票的压倒性多数通过了两党支持的《费率支付者保护法》。该法案将要求各州考虑制定标准,要求数据中心等高负荷客户承担为其供电所需的发电、输电和配电基础设施的增量成本。
Congress Debates New Data Center Laws When Congress reconvenes after the midterm elections, data centers will be among the issues waiting for them. In September, the House overwhelmingly passed the bipartisan Ratepayer Protection Act, 417-3, which would direct states to consider standards requiring large-load customers such as data centers to cover the incremental costs of the generation, transmission, and distribution infrastructure needed to serve them.
但这项措施在参议院陷入停滞,因为民主党人认为它毫无效力,因为它并未要求各州将任何成本转嫁给企业。参议院最终以57票对43票的结果否决了推进该法案。
But the measure stalled in the Senate, as Democrats argued it was toothless because it didn’t require states to push any costs to the companies. The Senate ultimately voted 57-43 against advancing the bill.
电力价格的大部分管理权仍掌握在各州监管机构手中,这意味着最激烈的争论将继续在各州议会和公共事业委员会中展开。不过,参议院的调查为国会提供了一套新的调查结果,供议员们在考虑联邦标准是否应规范大型电力用户、数据中心交易的透明度以及支持该行业扩张的公共补贴等问题时参考。
Much of the authority over electricity rates remains with state regulators, which means the biggest fights will continue to play out in statehouses and public utility commissions. But the Senate investigation gives Congress a new set of findings to work with as lawmakers consider whether federal standards should govern large electricity users, transparency around data center deals and the public subsidies supporting the industry’s expansion.
范霍伦表示,国会需要通过一项法案,“确保建造和运营数据中心的企业承担其所需能源的成本,而不是将这些成本转嫁给消费者。”
Van Hollen said Congress needs to pass a bill “that ensures that the corporations building and running data centers cover the costs of the energy they need, instead of pushing those costs onto the backs of consumers.”