The midterm elections will change the situation in Congress and the data center’s AI computing power will shift to a global distributed layout to bury unexploded bombs.

US media reports revealed that 70% of the public opposed the establishment of data centers near their homes. With the re-election of the Governor of Texas, the Democratic Party won, ending the situationrepublican party The long-term effective position is also considered an important indicator of wind direction. an Americansilicon Valley In an interview, a new executive of the Computing Power Center explained that public opinion against the data center “is an unexploded bomb”, and that customers have asked to find other national computing resources with “policy support” for the data center.

In the past, the construction of AI data centers (AI DC) was highly concentrated in the United States, but now the situation is changing and has spread to many countries outside the United States, moving from highly centralized to decentralized AI computing power centers.

A senior vice president at a Silicon Valley-based AI computing startup said in an interview with the Economic Dailymidterm elections Recently there have been many protests in various states of the United States. “The American people continue to protest, this is an unexploded bomb!” The executive said users will now target other countries, which now include Canada, Japan, Malaysia, Indonesia or Thailand.

“Government policy support (data centers) is very important!” The director said that even if the state government agrees to build the data center today, if there is opposition during the process, the work will have to be stopped. This risk forces customers to turn to other countries for computing power, as who can provide the fastest computing power is important.

In the US midterm elections on March 3, the Democratic Party achieved dominance, taking more than half of the seats in both the House of Representatives and the Senate. Democratic Texas gubernatorial candidate Gina Hinojosa also defeated the Republican Party and won. Since Texas is a Republican bastion, this change has forced the market to also pay attention to the change in the political landscape behind this change.

Since the campaign advocacy of the newly elected governor of Texas is to slow down the construction of data centers, reduce tax incentives, and raise construction limits, such as requiring the construction of self-owned power plants, controlling water and electricity use, and requiring the hiring of licensed union workers, etc., it is expected that relevant political opinions will be promoted after taking office.

Geopolitics also influences the layout of data centers. In the past, the Middle East once became a booming country in data center investment due to its abundant financial strength and advantageous energy conditions. However, this year, three AWS data centers in the Middle East were attacked and set on fire by Iranian drones. The locations were concentrated in the United Arab Emirates and Bahrain. This also attracted the attention of the industry. It turns out that data centers were also the center of attacks during the war.

“We are all talking about sovereign AI, thinking that AI is the infrastructure of people’s livelihood and will not be attacked by war, but that is wrong.” The executive said that after the AWS incident, many industries are now being cautious in investing in data centers in the Middle East.