CoreWeave 首席执行官将公众对人工智能的抵制视为对快速变化的反应

Michael Intrator 表示，当地对数据中心的反对不会减缓需求，只会将其转移到其他地方

CoreWeave CEO Michael Intrator has a message for communities fighting AI data centers in their backyards: the computing demand isn’t going away, it’s just going to find a different backyard.

Speaking at the Goldman Sachs Communacopia & Tech Conference on September 9, Intrator framed the growing wave of public resistance to AI infrastructure as a natural human response to the dizzying speed of technological change.他称这种速度对许多人来说“令人恐惧”。

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强烈反对背后的数字

反对的规模不再是轶事。 A Brookings Institution analysis found that 75 data center projects, collectively worth roughly $130 billion, were delayed or outright blocked by local resistance in just the first quarter of 2026. That three-month tally matches the total number of projects impacted across all of 2025, suggesting the anti-data-center movement is gaining momentum, not losing it.

公众民意调查也讲述了类似的故事。盖洛普调查发现，70%的美国人反对在当地建立人工智能数据中心。近一半（48%）表示强烈反对。 The complaints tend to cluster around a few familiar grievances: noise from cooling systems, surging utility costs, strain on local power grids, and a general sense that these massive facilities extract more from communities than they contribute.

CoreWeave 的地理对冲

Intrator 对这一政治现实的回应更多的是投资组合管理，而不是说服。 CoreWeave 一直在积极使其开发渠道多样化，以减少对任何单一司法管辖区的依赖。 The company now has more than one gigawatt of planned international capacity, a strategic buffer designed to ensure that resistance in one geography doesn’t derail the company’s growth trajectory.

Intrator 承认，将构建转移到其他地点通常会带来更高的价格。国际部署会带来货币风险、不同的监管制度以及可能更长的专用设备供应链。

该公司还表示，除了地理对冲之外，还将采取更为温和的做法。 Intrator emphasized CoreWeave’s commitment to being a “good provider” in the communities where it operates, advocating for industry-wide practices that engage local residents early and position data center operators as responsible neighbors.

充满政治色彩的景观

Intrator 发表这番言论的时机并非巧合。随着中期选举的临近，数据中心的发展已成为一个令人惊讶的强大的当地政治问题。 Candidates in Northern Virginia, central Texas, and parts of the Midwest have found that opposing new data center construction resonates with voters frustrated by rising electricity bills and the industrial transformation of formerly rural landscapes.

布鲁金斯学会确定的价值 1,300 亿美元的停滞项目代表着真正的资本处于困境。开发商正在支付土地、设备和许可证的持有成本，同时等待可能永远不会到来的批准。