地方与州政府已开始采取行动限制数据中心的扩张。例如，维吉尼亚州立法对数据中心的电力消耗课税，而纽约州和缅因州等地区也提出了暂缓建设新数据中心的法案，这些监管举措可能对市场造成冲击。
尽管联邦政府目前对AI创新持支持态度，且部分专家认为企业会找到绕过限制的方法，但反AI情绪的快速升温仍可能促使政治人物做出反应，投资者需持续评估未来的政策与法律风险。
As artificial intelligence stocks continue to soar, market professionals are beginning to worry about public backlash against the technology. Rising electricity bills and fears of job losses across the United States are driving populist anger, posing a new risk to the S&P 500 rally fueled by AI infrastructure companies.
State and local governments have started taking action to restrict the expansion of data centers. For instance, Virginia lawmakers passed a tax on data center electricity consumption, while states like New York and Maine have advanced or debated moratoriums on new facilities, raising concerns of potential market disruptions.
Although the federal government currently supports AI innovation and some experts believe companies will find ways to proceed, the rapid build-up of anti-AI sentiment could compel politicians to react, requiring investors to constantly evaluate future policy and legal risks.