Ethan Mollick · @emollick · X·2026-08-25 03:40·1天前
AI 导读

Ethan Mollick 认同 Arvind 观点:州级数据中心禁令对 AI 整体进展影响甚微。引用推文估算,典型州实施 1 年禁令仅拖慢 AI 效率进展 5-10 小时;即使纽约州全面禁止新建数据中心,在 90% 泄漏率假设下也只拖慢不到一天。数据中心选址高度可替代,禁令并非减缓 AI 发展的有效手段。

Ethan Mollick@emollick
36AI 编辑部评分,满分 100
2026-08-25 03:40· 1天前
AI 导读

Ethan Mollick 认同 Arvind 观点:州级数据中心禁令对 AI 整体进展影响甚微。引用推文估算,典型州实施 1 年禁令仅拖慢 AI 效率进展 5-10 小时;即使纽约州全面禁止新建数据中心,在 90% 泄漏率假设下也只拖慢不到一天。数据中心选址高度可替代,禁令并非减缓 AI 发展的有效手段。

My AI broadly agrees with Arvind's AI: state-level data center bans have very little impact overall on AI progress.

If your concern is AI development, concentration of power, future use, or anything else other than "is a datacenter near me," this is not a substitute for policy.

Arvind NarayananWhat impact do data center bans or moratoria have on AI progress? Let's do some napkin math. A number such as "1 GW of capacity blocked" can be unintuitive. But...

来源:Ethan Mollick· x.com