저자: CBS Mornings · 외국인
요약 보기
나스닥이 목요일 월가 손실에 이어 5% 넘게 하락하며 선거 후 상승분을 모두 반납했다. 투자자들은 민주당의 정치 지형 변화로 AI를 떠받치는 데이터센터 건설이 늦춰질 수 있다고 우려한다. 전국적으로 데이터센터 규제 법안이 잇따르고 있으며, 텍사스와 조지아의 당선 주지사도 새 건설 중단을 밝혔다. 오픈AI는 주민 참여 계획과 비밀유지계약 중단을 발표했다. 분석가들은 AI 기업들이 서로 투자하고 빌린 돈으로 움직이는 구조가 취약하다고 지적했다.
다듬은 글
We're going to begin though with a shock in the stock markets and shock is a word here. They are down all over the world this morning after Wall Street recorded big losses on Thursday. The tech heavy NASDAQ fell more than 5% wiping out Wednesday's post-election gains and then some. So, this is all about the future of AI and the data centers that keep it running.
In a moment, Joel Slesinger will explain how this will affect your finances. But first, Jolene Kent is here tracking the impact on the tech world. Jolene, good morning. What is going on here? Gail, good morning. The NASDAQ entered correction territory now that the Democrats will be taking control of the House and Senate along with key governor's seats.
Investors appear to be very concerned this political shift could slow down data center construction that powers AI potentially impacting the economy as a whole. We the people are here and we the people do not want data centers in our backyards. The people have spoken, passing nearly every measure across the country to restrict data centers from outright bans to temporary moratoriums.
Data centers have moved into mostly rural communities and there are no rules and laws to protect Texans. We need to stop what we are doing with data centers until we have those protections. Texas Governor Elect Gina Enosa has promised to halt the construction of new data centers until safeguards are in place.
Texas has become one of the leaders in the data center market, accounting for 25 to 30% of the data center capacity expected to come online by 2030. The state has 169 operational data centers with 118 under construction and 504 more planned for the future. Big tech companies like Meta, Google, and Microsoft have announced major data center projects in the state over the last two years.
Georgia Governor Elect Kesha Lance Bottoms told CBS Mornings she will sign an executive order to pause new data center construction when she takes office. A lot of data centers are being built in Georgia because of the incentives that have been attached to those data centers. So, of course, we're going to have to take a look at what those agreements entail.
Now, OpenAI is responding to the backlash. Yesterday, the company laid out new plans on how it can build more trust with local communities and work with them in the development of data centers. As part of OpenAI's new plan, it now says it will no longer use those controversial non-disclosure agreements with public officials.
It will provide residents access to construction plans and it says the centers, the data centers will be a source of ongoing jobs. But what you're seeing here, guys, is that anxiety nationwide. now becoming a true rebuke of data centers throughout this country. All right, Joling, thank you very much.
Appreciate it. Rising tech stocks have powered the stock market for years. So, this concern over AI and data centers could affect a lot of retirement accounts. Let's talk about that with CBS News business analyst Jill Slesinger. So, Jill, the markets rallied, as you know, on Wednesday after the election.
They plunged yesterday. Are we seeing investors that are worried about artificial intelligence and the billions being spent on data centers or is this something about the profits being delivered to investors fears of that? Yes, both. And and I think the AI conversation is really important because as you said, this has powered stock market gains over the last few years.
And what we know is that that first day of the election results was certainty over the election itself. The second day feels like, hey, we've had a night to digest this. There were 41 ballot initiatives across the country, some binding, some non-binding around AI. About 39 had limitations to AI. So in Joling's conversation there, what we're hearing is people are nervous about AI.
They want to limit the building of AI. that hits not just AI companies but the companies that are building those data centers, the companies that are providing the chips for the AI and other financing of AI that brought the entire tech index down but also it spilled over into other indexes. So should we expect more volatility?
Absolutely. I think that that's very clear to me because what is we're now seeing is a repudiation of the AI story. What what were we promised? This is transformative technology. It is, but it's not profitable yet. And so many of these AI companies are are investing in each other. The interconnectedness, the use of borrowed money.
This is all coming to a place where investors are saying, "Wait a second. If they're not profitable yet, they owe all this money. What does that mean about the value of the company in and of itself?" And they're all interconnected. One analyst described it as it's circular in the financing and the interconnectivity, but when things get tough, that circular motion that can turn into a circular firing squad.
They can all kill each other. So, it will impact the broader market. How do you think? I think it is already seeping into the broader market. I think one thing to watch is that if these companies become embattled and investors are forced to sell other stocks to cover some of those losses, that's where it could spread.
It's not spreading into the economy yet. And if you're a retirement investor, be clear, taking no action is is a wonderful action in and of itself long term. Stick with your game. I was waiting for you to say don't worry. Just say I will say this. I don't want to say don't worry. It's okay to feel worried.
You should. But what is clear is don't alter your strategy unless you need this money within the next year. Be patient. Play the long game. Don't be always do a good job of helping us unpack this. Thank you, Joe.
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