NYT 요약
Local Opposition Is Slowing A.I. Data Centers. Wall Street Has Noticed
March 26, 2026
AI 데이터센터 건설이 상당한 속도로 확대되고 있었음.
그러나 최근 토지계획위원회와 지방자치단체에서 반발하고 있음. 데이터센터의 상당한 전력 소비량과 광범위한 부지 규모에 불안감을 느낀 이들이 허가를 거부하고 세금 감면 혜택을 철회하고 있음. 이에 따라 Google, Microsoft, Meta가 다른 방법을 찾아야 함
높은 기업 가치에 힘입어 호황을 누렸던 월가는 당황함
여러 테크 기업(예: Apple, Microsoft, Nvidia) 및 장비기업(예: Caterpillar, Siemens)이 AI에 미래를 걸었음
그러나 작년 48개 프로젝트에서 1,560억 달러 규모의 사업이 지역주민들의 반발로 중단되거나 지연됨. 개발업체의 부지 선정 선택지도 줄어들었음
The construction of AI data centers was expanding at a significant pace.
But lately, zoning commissions and county councils across the country have been resisting. Unnerved by the data centers’ voracious electricity demands and sprawling footprints, they are denying permits and withdrawing tax breaks at a rate that is forcing companies like Google, Microsoft and Meta to take a different tack.
And Wall Street, which has ridden high on those valuations, is starting to raise some eyebrows.
Several tech companies (e.g., Apple, Microsoft, Nvidia) and equipment manufacturers (e.g., Caterpillar, Siemens) have bet their future on AI.
However, last year, $156 billion worth of business across 48 projects was halted or delayed due to opposition from local residents. Developers' site selection options have also narrowed.