大型科技公司在 2026 美国中期选举中遭遇重挫
Big Tech lost big in the 2026 election
- 12026 美国中期选举中选民多数投给民主党并反对 AI，科技行业面临的对抗即将回归
- 2数据中心建设的阻力加大，新一届国会的监管火力可能指向科技 CEO 和 AI 监管
- 3OpenAI 网页搜索爆发式增长，但主持人指出连 Google 也未解决 AI 搜索如何赚钱
- 4企业正在缩减 AI 支出，智能体尚未接管业务，节目质疑流入 AI 的资金能否维持运转
中期选举让反大型科技的力量回归，AI 与数据中心的扩张从舆论争议转向国会监管的现实压力。
- 影响：在美国有数据中心布局或重度采购 AI 的企业，选址审批与合规阻力可能加大；AI 立法活动增多，数据与监管政策的不确定性上升。
- 参考：可考虑盘点美国市场的数据中心与 AI 供应商依赖，评估审批与监管新变数；值得在长约中预留政策调整空间，并跟踪 AI 监管立法进展。
- 依据：选举影响为 The Verge 播客主持人的观点解读，非独立数据；AI 变现与智能体进展的讨论同属节目观点，暂无验证。
On The Vergecast: blue waves, the confusing business of AI search, and the many thoughts of RAM Altman.
On The Vergecast: blue waves, the confusing business of AI search, and the many thoughts of RAM Altman.
by David Pierce
Nov 6, 2026, 4:38 PM UTC
David Pierce
is editor-at-large and Vergecast co-host with over a decade of experience covering consumer tech. Previously, at Protocol, The Wall Street Journal, and Wired.
On Tuesday, millions of American voters went to the polls and voted overwhelmingly for Democrats and against AI. The fight against Big Tech is about to come roaring back, and the fight over data centers is looking even harder for the folks trying to build them.
On this episode of The Vergecast, Nilay and David discuss what the 2026 midterms mean for the tech industry going forward. They dig into the self-quarantining echo chamber that is X, the congressional energy likely to be pointed at tech CEOs and AI regulation, and whether anything is actually likely to get done in the next two years.
After that, the hosts turn to AI. Specifically, whether anyone has figured out how to make money on AI. Specifically, whether OpenAI’s explosive growth in web search means much, when even Google can’t figure out how to make money on AI web search. Businesses are scaling back; agents don’t appear to be taking over. There’s a lot of money flowing around the AI world, but is there enough flowing into it to keep everything going? That’s the hard part.
Finally, it’s time for a somewhat abridged Brendan Carr Is a Dummy, the latest on SpaceX’s mobile ambitions, the touchscreen MacBook, RAM Altman, and much more.
In case you missed it this week: We also talked about the challenges of cloud gaming, the data center election, Rian Johnson’s new iPhone app, and the future of reading. And we want to hear all your thoughts about all of it! Call the Vergecast Hotline at 866-VERGE11, send us an email at vergecast@theverge.com, and tell us everything that’s on your mind. And make sure you subscribe so you don’t miss an episode!
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- David Pierce
来源：The Verge · AI · theverge.com