The AI gold rush turbocharged interest in emerging technologies like small modular nuclear reactors, geothermal energy and fuel cells, bringing in billions of dollars in investment and commitments from some of the biggest tech companies in the world.
AI“淘金热”曾激发人们对小型模块化核反应堆(SMR)、地热能和燃料电池等新兴技术的兴趣，促使一些科技巨头做出巨额投资和投资承诺。
But some of these AI-linked companies are now looking vulnerable as investor wariness has risen in previous months, knocking share prices even before US midterm victories for Democrats who could move to create legal blocks on data centre projects.
然而，随着投资者在过去几个月趋于谨慎，一些与AI有关联的企业现在看起来颇为脆弱，其股价甚至在民主党人在美国中期选举中大获全胜之前就已受到打击。民主党人接下来可能会推动立法，对数据中心项目设置障碍。
“The fear factor has set in,” said Chris Dendrinos, US clean energy lead at RBC Capital Markets. “If moratoriums slow down data centre development, that weighs on demand for these companies.”
“恐慌情绪已经蔓延开来，”加拿大皇家银行资本市场(RBC Capital Markets)美国清洁能源研究主管克里斯•登德里诺斯(Chris Dendrinos)表示。“如果暂缓开发数据中心的禁令减缓了数据中心建设，那将拖累这些企业的市场需求。”