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The Verge · AI· Lauren Feiner·· 11 天前AI 评分53

OpenAI、Anthropic 与 Nvidia 单季游说支出均创历史新高,Nvidia 以 $2.2 million 居首

OpenAI, Anthropic, and Nvidia had record lobbying quarters

文章要点
  • 1联邦披露显示,OpenAI、Anthropic 和 Nvidia 在 7 至 9 月均录得各自史上最高的单季游说支出。
  • 2金额上 Nvidia 以 $2.2 million 居首,Anthropic 为 $2.1 million,OpenAI 为 $1.5 million,均超过各自此前单季水平。
  • 3三家支出仍低于 Microsoft 自 2021 年起每季至少 $2 million、Google 常超 $3 million 的体量,且正值中期选举前夕。
  • 4Anthropic 游说议题含 KOSA、AI Overwatch Act 出口管制与数据中心电费法案,OpenAI 涉前沿模型安全评估,Nvidia 涉 6G 与量子计算。
决策要点

三家头部 AI 公司正把华盛顿游说从零星支出转为常态化投入,在监管规则成形前主动入场设置议题。

  • 影响:出口管制、数据中心电费和模型安全评估均已进入立法议程,可能改变企业获取算力的成本与合规环境;中期选举后国会格局变化将影响监管节奏;厂商游说加码说明规则尚未定形,仍存博弈空间。
  • 参考:可考虑跟踪 KOSA、AI Overwatch Act、Ratepayer Protection Act 等在审法案对本行业的适用性;值得把数据中心能源政策变化纳入云与算力成本测算,并核对供应商的安全评估与出口合规安排。
  • 依据:核心数据来自美国联邦游说披露文件,属官方记录;各公司游说议题以其披露清单为准,中期选举影响为报道中的预期判断。
正文

It was a busy summer for AI lobbyists. Anthropic, OpenAI, and Nvidia each had their highest-spending lobbying quarter between July and September, federal disclosures show.

Nvidia spent the most of the group at $2.2 million, followed by Anthropic’s $2.1 million and OpenAI’s $1.5 million. Compared to other Big Tech companies with long-established presences in Washington, the sums aren’t out of the ordinary. Microsoft, for example, has spent at least $2 million a quarter going back to 2021, and Google regularly spends over $3 million, including this quarter. But it’s a clear signal that the three AI firms recognize how important shaping policy has become.

Tech CEOs were already visible fixtures in Washington during this period, with many of them attending a White House lunch with President Donald Trump in late September, which resulted in a “morally binding” AI safety accord that they agreed to. The lobbying disclosures show that even more discussions were happening frequently behind the scenes, during a time just before Trump named his AI czar and task force. With Democrats expected to win back at least some control in Congress after this year’s midterm elections, AI companies may only find it more important to engage with lawmakers who see cracking down on the industry as a winning issue.

Anthropic included a detailed list of bills, executive orders, and other topics it lobbied Congress and the White House about in the third quarter. Among them were AI-related provisions in the Kids Online Safety Act (KOSA), export control provisions in the AI Overwatch Act, Trump’s executive order renaming AI “Super Intelligence,” and the Ratepayer Protection Act, which aims to put energy costs for data centers on their developers.

AI companies are becoming increasingly active in policymaking

OpenAI’s lobbying looks like a response to some of the fallout from the Hugging Face attack, though the disclosures only list high-level topics. In addition to engaging on issues like copyright, OpenAI lobbied Congress, the White House, the Small Business Administration, and the Commerce and State Departments over cybersecurity evaluations for frontier models, AI safety oversight frameworks, and antitrust protections for information sharing. Nvidia lobbied Congress, as well as several different federal agencies and White House offices, on issues including 6G networks, “responsible AI design,” competition policy, quantum computing, and export control policy.

Apple also had a record-breaking quarter, spending $3.1 million and engaging on issues including intellectual property, tariffs, kids online safety, competition, and domestic semiconductor manufacturing. It engaged on bills that seek to put the onus on app stores to verify users’ ages, for example. It’s the first quarter in which Apple has reported spending more than $3 million on lobbying.

The disclosures show that leading AI companies are becoming increasingly active in policymaking, in a quarter that marks a lead-up to the midterm elections. OpenAI didn’t even spend $1 million on lobbying in a single quarter until this year, and didn’t spend more than half a million until the end of 2024. The most Anthropic spent in a single quarter last year was just over $1 million. And this quarter is the first in which Nvidia has spent more than $2 million. With issues like data center development and AI safety on many voters’ minds, AI lobbyists’ work will likely only increase no matter whichever party has control next year.

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  • Lauren Feiner

来源:The Verge · AI · theverge.com