中期选举受挫后，OpenAI推自愿承诺争取社区支持AI扩张
原标题：After midterm rout, OpenAI tries to win over communities it needs for AI expansion
AI 摘要
美国中期选举中，41项地方公投里有40项否决了新建数据中心，得克萨斯、佐治亚、俄亥俄等关键州民主党获胜，得州新州长呼吁暂停新设施。OpenAI随后发布《全国社区契约》和政策蓝图，承诺自建站点承担电网升级费用、高峰限电、披露用水与施工数据、谈判不强制保密协议，并宣传就业与地方支付等经济收益。但承诺仅覆盖自持站点，而大量基础设施由甲骨文等伙伴持有，且地方支付相对项目投资规模有限。市场反应分化：Hut 8、IREN、Core Scientific等专业运营商大跌，微软、亚马逊、Alphabet等现金充裕的巨头上涨；马斯克投入4.46亿美元支持的候选人几乎全败，其得州扩张计划面临不确定性。
正文节选
After midterm rout, OpenAI tries to win over communities it needs for AI expansion Key Points - OpenAI is responding to protests against AI infrastructure expansion with voluntary rules for its own data centers, including covering grid costs and more transparency on resource usage. - The move comes after the US midterm elections, where voters rejected new data centers in 40 out of 41 ballot measures and projects in states like Texas face tough new hurdles. - Potential delays are weighing on spec