Hedge fund managerBill Ackmanis among the voices speaking out about the United States falling behind China if there isn't more AI and data center growth. Ackman recently supported a proposal on data center regulationthat former presidential candidate and current Ohio governor hopefulVivek Ramaswamyshared on social media.
避險基金經理Bill Ackman是眾多發聲者之一，他警告稱，如果美國不能在人工智慧和數據中心領域實現更大增長，就將落後於中國。Ackman最近支援了一項關於數據中心監管的提案，該提案由前總統候選人、現任俄亥俄州州長競選人Vivek Ramaswamy在社交媒體上分享。
Vivek Ramaswamy Takes on Data Centers
Vivek Ramaswamy聚焦數據中心問題
Ramaswamy was one of multiple Republican candidates in the 2024 presidential election before he dropped out and endorsed eventual winnerDonald Trump.Now running for Ohio governor as the Republican candidate, Ramaswamy shared his take on "Ohioans First" when it comes to data centers.
拉馬斯瓦米曾是2024年總統大選中多位共和黨候選人之一，後宣佈退選並轉而支援最終勝出的唐納德·川普。如今，作為共和黨候選人競選俄亥俄州州長的拉馬斯瓦米，就數據中心問題闡述了其「俄亥俄人優先」的立場。
"Key citizen concerns about data centers include rising electric bills, noise, pollution, and the absence of clearly defined economic benefits for Ohio families," Ramaswamy said in a social media post.
Ramaswamy在一篇社交媒體帖子中表示：「民眾對數據中心的主要擔憂包括電費上漲、噪音、污染，以及對俄亥俄家庭缺乏明確界定的經濟利益。」
The entrepreneur and investor says he's "not pro-data center," but rather calls himself "pro-Ohio."
這位企業家兼投資人表示，他「並非支援數據中心」，而是自稱「支援俄亥俄」。
Ramaswamy says data centers are helpful for high-paying construction jobs, something his state could use.
Ramaswamy表示，數據中心有助於創造高薪的建築崗位，而他的州正需要這類就業機會。
"I am convinced that the best path forward is neither unrestrained data center growth nor a permanent categorical ban. The right answer is a policy framework that allows Ohio families to prosper economically while protecting local communities."
「我堅信，正確的前進道路既不是無限制地擴張數據中心，也不是永久性全面禁止。正確答案應是一個政策框架，讓俄亥俄家庭在經濟上繁榮發展，同時保護當地社區。」
In the post, Ramaswamy pledges the following to Ohio residents if a data center is built in their community:
- Ramaswamy在帖子中向俄亥俄居民承諾，如果在其社區建設數據中心，將提供以下保障：
No longer have to pay home's electricity
- Pay lower property taxes
- Data center will abide by air and water quality standards
無需再支付家庭電費
- 繳納更低的房產稅
- 數據中心將遵守空氣和水質標準
"If any one of these three conditions is not met, the data center won't be built. Period."
「如果這三個條件中有任何一個未被滿足，數據中心就不會建設。就這麼簡單。」
Ramaswamy said his plan will help all Ohioans.
Ramaswamy表示，他的計劃將惠及所有俄亥俄州居民。
"In summary, my administration will eliminate electricity costs and reduce property taxes for homeowners, while also ensuring that all environmental laws are respected and that farmland is preserved."
「總之，我的政府將為房主免除電費並降低財產稅，同時確保所有環境法律得到遵守，並保護農田不被佔用。」
The post from Ramaswamy has been viewed over a million times on social media and has caught the attention of some top technology investors.
Ramaswamy發佈的這篇帖子在社交媒體上已被瀏覽超過一百萬次，並引起了一些頂級科技投資人的關注。
Altimeter Capital's Brad Gerstnercommented on the post with a U.S. flag and rocket emoji.
Altimeter Capital的Brad Gerstner在該帖子下評論了一個美國國旗和火箭表情符號。
Pershing Square Capital'sBill Ackman reshared the post recently and highlighted the plan.
Pershing Square Capital的Bill Ackman最近轉發了該帖子，並強調了這一計劃。
"Interesting idea and framework on data center construction. This is among the reasons why I like @vivekgramaswamy for governor," Ackman tweeted.
Ackman在推文中表示：「關於數據中心建設，這是一個有趣的想法和框架。這也是我支援@vivekgramaswamy競選州長的原因之一。」
Ackman's support comes as Ramaswamy's plan hits on some of the major complaints nationwide against data centers. Consumers have complained about water being tainted in areas with data centers. Others have also complained about their home values going down and receiving no monetary incentive.
Ackman的支援正值Ramaswamy的計劃切中了全美範圍內對數據中心的一些主要批評。消費者抱怨稱，設有數據中心的地區水源受到污染。還有人抱怨自己的房產價值下跌，卻未獲得任何經濟補償。
Under the plan, those who live near data centers could end up profiting from a location being constructed.
根據該計劃，居住在數據中心附近的居民可能會因選址建設而獲得收益。
Read Also:Bill Ackman Wants To Follow Buffett, Build The Next Berkshire Hathaway: 'It's Something I've Always Wanted To Do'
延伸閱讀：Bill Ackman希望效仿巴菲特，打造下一個波克夏：「這是我一直以來都想做的事」
Investments Align
投資方向一致
While Ramaswamy is supportive of the build-out of data centers, Innovation Ohio highlights that the governor candidate has an investment portfolio that includes pieces of the data center supply chain.
儘管Ramaswamy支援數據中心的建設，但「創新俄亥俄」（Innovation Ohio）指出，這位州長候選人的投資組合中包含了數據中心供應鏈的部分企業。
The report says Ramaswamy's investments cover sectors like chip manufacturers, hardware suppliers, real estate developers and tech companies that operate the facilities.
報告稱，Ramaswamy的投資覆蓋了晶片製造商、硬體供應商、房地產開發商以及運營這些設施的科技公司等領域。
"He's also invested in the AI and cryptocurrency companies that depend on data centers," the report says.
報告稱：「他還投資了依賴數據中心的人工智慧和加密貨幣公司。」
A similar note could be made for Ackman.
阿克曼（Ackman）的情況也類似。
The Pershing Square Capital CEO has investments inAmazon.com Inc(NASDAQ:AMZN),Alphabet Inc(NASDAQ:GOOG)(NASDAQ:GOOGL),Meta Platforms(NASDAQ:META) andMicrosoft Corporation(NASDAQ:MSFT) in the Pershing Square hedge fund.
Pershing Square Capital首席執行長在Pershing Square避險基金中持有亞馬遜公司（納斯達克：AMZN）、Alphabet Inc（納斯達克：GOOG）（納斯達克：GOOGL）、Meta Platforms（納斯達克：META）和微軟公司（納斯達克：MSFT）的投資。
Ramaswamy and Ackman supporting the build-out for data centers could help both profit financially. For Ramaswamy, the investor has to weigh the political battle, as data centers being built in some states have generated pushback from both Democrats and Republicans.
Ramaswamy和Ackman支援數據中心建設，可能有助於雙方獲得財務收益。對Ramaswamy而言，這位投資者必須權衡其中的政治紛爭，因為一些州建設數據中心已引發民主黨和共和黨雙方的反對。
With a plan to support residents financially and honor the environmental concerns, his plan may be one of the best laid out publicly yet. The question is if his plan is feasible and data center companies would commit to the listed items.
他提出了一項計劃，在經濟上支援居民並重視環境關切，這可能是迄今為止公開提出的最佳方案之一。問題在於該計劃是否切實可行，以及數據中心公司是否會承諾履行所列事項。 (Benzinga)