加州州长纽森下令AI实验室设置紧急停止开关
Newsom Orders AI Lab Kill Switch
LIVE FROM WASHINGTON, D.C., THIS IS "BALANCE OF POWER" WITH JOE MATHIEU AND KAILEY LEINZ. JOE: IF THE GOVERNMENT CANNOT DO IT, IT INDUSTRY CAN. WELCOME TO THE FRIDAY EDITION OF A NEW ALLIANCE OF AI COMPANIES COMES TOGETHER HERE WITH A PROMISE TO SOLVE THE DATA CENTER ENERGY ISSUE AS IT BECOMES ONE OF THE BIGGEST TOPICS ON THE MIDTERM CAMPAIGN TRAIL. I'M JOE MATHIEU ALONGSIDE KAILEY LEINZ IN WASHINGTON. YOU MADE IT TO FRIDAY.
来自华盛顿特区，这是由乔·马修和凯利·莱因茨主持的《权力平衡》。乔：如果政府做不到，科技行业可以做到。欢迎收看周五版。一个新的AI公司联盟在此汇聚，承诺解决数据中心能源问题，随着该问题成为中期竞选活动中最大的议题之一。我是乔·马修，与凯利·莱因茨在华盛顿连线。你们撑到了周五。
NO SHORTAGE OF AI NEWS. WE MAY HAVE FOUND A POSITIVE DEVELOPMENT. KAILEY: WE ARE LOOKING FORWARD TO TALKING TO THE FOUNDER OF EMERALD AI ABOUT THE NOTION IT IS ACTUALLY HAVE TO BE DATA CENTERS CREATE ENERGY CONCERNS FOR THE COMMUNITIES AROUND THEM. THIS IS IN KEEPING WITH WHAT WE SAW IN THE HOUSE THIS WEEK BEFORE THEY GOT OUT OF TOWN FOR THE PRE-MIDTERM RECESS. THEY VOTED ON THE RATEPAYER PROTECTION PLEDGE, THE CONCERN IS ABOUT UTILITY COSTS.
AI新闻层出不穷。我们可能发现了一个积极的发展。凯利：我们期待与Emerald AI的创始人交谈，探讨这样一个观点：实际上，数据中心确实会给周边社区带来能源担忧。这与本周众议院在他们离开前往中期选举休会期之前所看到的情况一致。他们对“纳税人保护承诺”进行了投票，关注点在于公用事业成本。
THERE'S THE QUESTION OF IS THERE GOING TO BE ACCESSIBILITY TO POWER TO EVERYONE? JOE: THIS IS A SLIGHTLY MORE CLEVER SOLUTION. WE WILL BE CURIOUS TO LEARN ABOUT HOW THEY ARE GOING TO DO THIS. WE GO TO THE WHITE HOUSE WITH TYLER KENDALL AS THE PRESIDENT PREPARES FOR AN IMPORTANT WEEK IN GEOPOLITICS. WE WILL BE TALKING ABOUT THE PRESIDENT WITH -- THE SUMMIT WITH PRESIDENT XI. KAILEY: THAT IS AFTER HE RETURNS FROM THE UNITED NATIONS GENERAL ASSEMBLY, PUTTING GEOPOLITICS FRONT AND CENTER.
这里有一个问题：每个人是否都能获得电力供应？乔：这是一个稍微更巧妙的解决方案。我们将好奇地了解他们将如何做到这一点。我们前往白宫，泰勒·肯德尔随行，因为总统正在为地缘政治领域重要的一周做准备。我们将讨论总统——与习近平主席的峰会。凯利：那是在他返回联合国大会之后，将地缘政治置于最 forefront 的位置。
ONGOING HOT WARS IN BOTH THE MIDDLE EAST AND BETWEEN RUSSIA AND UKRAINE. AND TRADE WARS TO CONSIDER AS WELL. THE U.S. IS AT LEAST GOING TO HOLD OFF ON TARIFFS UNTIL AFTER THE TRUMP-XI SUMMIT IS OVER. WHAT HAPPENS ONCE IT IS REMAINS A QUESTION. JOE: WE THOUGHT WE WILL BE FOCUSED ON TRADE AND TARIFFS I SUSPECT WE WILL BE BUT IT'S ARTIFICIAL INTELLIGENCE THAT HAS CREPT TO THE TOP OF THE AGENDA. KAILEY: AND HE KEEPS BRINGING ITSELF TO THE BACK OF THE TOP OF THE AGENDA.
中东地区以及俄罗斯与乌克兰之间的持续热战。还有需要考量的贸易战。美国至少会将关税推迟到特朗普-习特首峰会结束之后。一旦结束会发生什么仍然是一个未知数。乔：我们原以为我们会专注于贸易和关税，我怀疑我们会，但人工智能已经悄然登上了议程的首位。凯利：而且它总是把自己推回议程的首位。
GAVIN NEWSOM WANTS TO SEE KILL SWITCHES FOR THESE COMPANIES. I FEEL LIKE I HEARD ABOUT THAT IDEA BEFORE AND WE WILL GET INTO ALL THAT. WE BEGIN WITH A CHECK ON THE MARKETS ON THIS FINAL DAY OF THE TRADING WEEK. CHARLIE PELLETT HOW IS IT LOOKING? CHARLIE: LOWER ACROSS THE BOARD. IT TAKES AI TO SPELL KAILEY LEINZ. ALL IN THE RED WITH THE S&P TRADING THE WHEREBY 14 -- TRADING LOWER BY 14. BOND YIELDS ARE RISING. DOW INDUSTRIALS DOWN 193, A DROP OF .4%.
加文·纽森希望看到这些公司配备紧急关闭开关（kill switches）。我感觉以前听说过这个想法，我们将深入探讨所有相关内容。我们从本周最后一个交易日开始检查市场状况。查理·佩莱特，情况如何？查理：全线下跌。用AI拼出凯利·莱因茨的名字。标普指数全线飘红，下跌14点。债券收益率上升。道琼斯工业平均指数下跌193点，跌幅0.4%。
NASDAQ COMPOSITE DOWN .1%. NASDAQ 100 INDEX JUST ABOUT FLAT ON THE DAY. HAS BEEN SWINGING BETWEEN GAINS AND LOSSES, DOWN BY UNDER .1%. THE PHILADELPHIA STOCK EXCHANGE SEMICONDUCTOR INDEX UP BY 1.1%. THE VIX RIGHT AROUND 15. 10-YEAR CURRENTLY YIELDING 4.99%. 30-YEAR, 5.33%. GOLD UP ONE DOLLARS AN OUNCE. UP BY ABOUT 1/10 OF 1%. CRUDE HOLDING JUST BELOW $101 PER BARREL. A BARREL OF BREAD, $103.84. FRENCH PRESIDENT EMMANUEL MACRON SAYS HE WILL CONVENE A MEETING OF THE GROUP OF SEVEN COUNTRIES TO DISCUSS A POTENTIAL RELEASE IN STRATEGIC OIL PRODUCT STOCKPILES AS SOARING ENERGY PRICES SAP ECONOMIC GROWTH.
纳斯达克综合指数下跌0.1%。纳斯达克100指数今日基本持平，在涨跌之间波动，跌幅不足0.1%。费城证券交易所半导体指数上涨1.1%。VIX指数维持在15附近。10年期国债收益率目前为4.99%。30年期为5.33%。黄金每盎司上涨1美元，涨幅约0.1%。原油价格略低于每桶101美元。布伦特原油每桶103.84美元。法国总统埃马纽埃尔·马克龙表示，他将召集七国集团会议，讨论释放战略石油产品储备的问题，因为飙升的能源价格正在侵蚀经济增长。
FUEL PRICES IN EUROPE SURGED TODAY. WTI CAN THE U.S. DOWN .9%. A BARREL OF BRENT DOWN BY .9%. OIL MAJORS SELLING OUT. EXXON MOBIL DOWN .4%. CHEVRON THE WHEREBY .4%. CONOCOPHILLIPS DOWN BY 1%. RHONDA MENUS 24 HOURS A DAY SUBSCRIBED TO BLOOMBERG'S NEWS NOW WHEREVER YOU GET YOUR PODCASTS. I'M CHARLIE PELLETT. THAT IS A BLOOMBERG BUSINESS FLASH. KAILEY: CHARLIE PELLETT, THANK YOU SO MUCH AS WE LOOK TO CLOSE OUT A WILD WEEK THAT HAS BEEN IN THE MARKETS.
欧洲燃料价格今日飙升。WTI原油下跌0.9%。布伦特原油下跌0.9%。大型石油公司售罄。埃克森美孚下跌0.4%。雪佛龙下跌0.4%。康菲石油下跌1%。Rhonda Menus每天24小时订阅彭博社的《News Now》播客，无论你在哪里收听。我是查理·佩莱特。这是彭博商业快讯。凯利：非常感谢查理·佩莱特，我们正展望结束这动荡的一周，市场经历了剧烈波动。
IT WAS JUST THIS WEEK WE GOT THE FED DECISION WHICH FEELS LIKE A LIFETIME AGO. IT WAS THIS WEEK WE CAME INTO THE WEEK WITH CONVERSATIONS AROUND POTENTIALLY THE PACING OF ARTIFICIAL INTELLIGENCE. THE HEADS OF SOME OF THE BIGGEST COMPANIES ALL HAVING AGREED THIS WEEKEND THAT MAYBE NECESSARY. PRESIDENT TRUMP FERVENTLY DISAGREEING WITH THAT OVER THE COURSE OF THE WEEK, ESPECIALLY IN LIGHT OF THE ANTHROPIC FORMER EMPLOYEE'S TALKING ABOUT HOW IT COULD LEAD TO THE EXTENSION OF HUMANITY.
就在本周，我们迎来了美联储的决议，感觉仿佛发生在很久以前。正是在本周初，我们开始讨论人工智能发展的节奏问题。一些最大公司的负责人在本周末达成共识，认为这种节奏可能是必要的。特朗普总统在整个一周中强烈反对这一观点，尤其是鉴于Anthropic前员工谈及这可能如何导致人类灭绝。
PRESIDENT TRUMP AT MANY CLOSE TO HIM HAVE CAST THIS NOTION AS BEING A HOAX, A CONSPIRACY, CHINESE PSYOP.
特朗普总统及其许多亲近人士将这一说法视为骗局、阴谋或中国的心理战。
DE HAVE ANY CONCERNS ABOUT AI LEADING TO HUMAN EXTINCTION?
你们是否担心人工智能会导致人类灭绝？
NO, I DON'T HAVE ANY. I HAVE CONCERNS A WE DON'T WIN THE AI WE WILL BE IN A BAD POSITION. WE ARE LEADING CHINA IN AI. YOU HAVE A LOT OF NEGATIVE FORCES BRINGING IT UP THAT SHOULD NOT BE BRINGING IT UP. JOE: THEY ARE GOING TO BRING IT UP, AT LEAST THE ISSUE OF AI AND SECURITY NEXT WEEK WHEN PRESIDENT MEETS WITH PRESIDENT XI. THE SUMMIT IN WASHINGTON. WHETHER THIS RESOLVES IN A FRAMEWORK OR AI SECURITY AGREEMENT HAS TO BE YET TO BE SEEN AND IT'S UNCLEAR WITH THE PRESIDENT'S GOALS ARE.
不，我没有任何担忧。我的担忧是如果我们不能在人工智能领域获胜，我们将处于不利地位。我们在人工智能方面领先于中国。有许多负面力量试图阻止其发展，而这些力量本不应如此。乔：他们肯定会推进这一问题，至少在下周当总统与习近平主席会晤时，人工智能与安全议题将被提出。华盛顿峰会的结果是否会形成人工智能安全框架或协议还有待观察，且总统的目标尚不清楚。
IT WILL BE A WHO'S WHO OF AI EXECUTIVES AS WELL, WHICH IS ON BRAND FOR THIS WHITE HOUSE. SAM, JENSEN HUANG, AND IS BEING REPORTED THAT JAMIE DIMON WILL BE THERE. I'M SURE THERE WILL BE A MUCH LONGER LIST. TYLER KENDALL WILL BE ON HAND TO COVER AT ALL ON THE HEELS OF THE UNITED NATIONS GENERAL ASSEMBLY WITH THE PRESIDENT WILL BE AS WELL AT THE START OF NEXT WEEK. TYLER IS OUR WASHINGTON CORRESPONDENT AND JOINS US LIVE FROM THE WHITE HOUSE.
届时将汇聚人工智能领域的顶尖高管，这也符合白宫的品牌定位。据报道，山姆·奥特曼、黄仁勋以及杰米·戴蒙都将出席。名单肯定还要长得多。泰勒·肯德尔将在联合国大会结束后紧随其后进行全程报道，总统下周初也将出席。泰勒是我们驻华盛顿记者，正在白宫为我们现场连线。
WHAT ARE THE PRESIDENT'S GOALS WHEN IT COMES TO PRESIDENT XI? DO WE HAVE A SENSE OF WHAT THE AGENDA WILL LOOK LIKE? TYLER: WE HAVE HEARD FROM A FEW ANALYSTS THAT IF THE U.S. AND CHINA ARE ABLE TO EXTEND THE TRADE TRUTHS, KEEP CALM AS IT IS, THAT WOULD BE AN ACCOMPLISHMENT OF A GOAL. INCLUDING REPORTING FROM THE FINANCIAL TIMES THAT THE U.S. MAY ONLY BE LOOKING TO EXTEND THAT TRUCE BY ABOUT SIX MONTHS AMID WHAT ARE HIGH-END CONCERNS WITH BEIJING'S LOOSENING OR LACK OF LOOSENING OF EXPORT CURBS RELATED TO CRITICAL AND RARE EARTH MINERALS.
在习主席方面，总统的目标是什么？我们是否了解议程的大致轮廓？泰勒：我们从几位分析师那里获悉，如果中美能够延长贸易休战期，维持现状，那将是一项目标的达成。包括《金融时报》的报道，鉴于北京在关键和稀土矿物出口限制方面的放松或未能放松引发高端担忧，美国可能仅打算将该休战期延长约六个月。
THERE ARE A FEW POINTS OF CONTENTION THAT WILL PROBABLY COME UP, INCLUDING FRONT AND CENTER WHEN IT COMES TO ARTIFICIAL INTELLIGENCE. THIS WHITE HOUSE'S MAIN ARGUMENT AGAINST A SLOWDOWN HAS TO DO WITH THE COMPETITION WITH CHINA. HEARD FROM NATIONAL SECURITY AGENCIES ALLEGING CHINESE AI FIRMS ARE ESSENTIALLY STEALING AMERICAN IP THROUGH DISTILLATION ATTACKS. IF WE PUT THE FOLDER PICTURE TOGETHER, THEY ARE SO MANY DIFFERENT THINGS THIS WHITE HOUSE HAS TO WAY WHEN APPROACHING THIS MEETING WITH CHINESE PRESIDENT XI JINPING, INCLUDING WHEN IT COMES TO THOSE EXPORT CURVES AND NOT WANTED TO ESCALATE ON ONE FRONT AND HAVE CHINA RETALIATE ON ANOTHER.
可能会出现一些争议点，其中人工智能将是重中之重。白宫反对放缓的主要理由涉及与中国的竞争。据国家安全机构称，中国人工智能公司本质上是通过蒸馏攻击窃取美国知识产权。如果我们把这些情况拼凑起来，白宫在与中国国家主席习近平会晤时面临许多不同的考量，包括这些出口限制问题，不希望在一方升级而中方在另一方进行报复。
IT'S A BALANCING ACT NEXT WEEK BUT THE FACT THAT XI JINPING IS EXPECTED TO BE HERE JUST PLAY TO THE ADMINISTRATION'S BROADER GOAL OF KEEPING RELATIONS WITH CHINA, AT LEAST RIGHT NOW ON BALANCE. KAILEY: AS YOU TALK ABOUT AN EXTENSION OF THEIR TRADE TRUCE, BLOOMBERG IS REPORTING WE WILL NOT SEE ANY TARIFF ACTION UNTIL AFTER THE MEETING IS CONCLUDED. TYLER: IT'S UNCLEAR EXACTLY THE REASON BEHIND THIS POTENTIAL POSTPONING OF WHAT WAS EXPECTED TO BE HIGHER TARIFFS.
下周将是一场平衡之举，但预计习近平主席将到访这一事实，恰恰契合政府更广泛的目标，即至少在当前阶段保持与中国的关系总体平衡。凯利：正如你谈到延长贸易休战期，彭博社报道称，在会议结束之前不会看到任何关税行动。泰勒：目前尚不清楚推迟原定更高关税的具体原因。
IT COULD BE PERHAPS A LEVERAGE TOOL FOR THE WHITE HOUSE AS WE GO INTO THE TALKS. A FEW POINTS OF CONTEXT. THESE WERE PLANTED TARIFFS OVER ALLEGATIONS OF CHINESE OVERCAPACITY AS THE COUNTRY READ A $1.2 TRILLION TRADE SURPLUS. THE TARIFF RATE WAS SUPPOSED TO COME IN AT 7.5%. I BRING THAT UP BECAUSE IT WOULD HAVE BROUGHT THE AVERAGE AFFECTED U.S. TARIFF RATE AGAINST CHINESE GOODS UNDER THE SECOND TRUMP ADMINISTRATION TO 20%, WHICH IS A RELATIVELY LARGE NUMBER BUT IT ACTUALLY HITS THAT CAP THAT HAS BEEN PREVIOUSLY ESTABLISHED WITH CHINA UNDER THE CURRENT TRADE TRUTHS.
这可能成为白宫在谈判期间使用的杠杆工具。几点背景信息：这些关税是基于对中国产能过剩的指控而设立的，当时该国拥有1.2万亿美元的贸易顺差。关税税率原定为7.5%。我提到这一点是因为它将使特朗普第二届政府时期针对中国商品的平均受影响美国关税税率降至20%，这是一个相对较高的数字，但实际上达到了在当前贸易现实下此前与中国确立的上限。
IT WAS NOT CONSIDERED TO BE THAT MAJOR OF AN ESCALATION IN ITS RAISING QUESTIONS ABOUT EXACTLY WHY THESE TARIFFS WERE POSTPONED. WILL THERE BE A DIFFERENT RATE DEPENDING ON HOW THE CONVERSATIONS GO? WE MAY GET MORE DETAILS ON MONDAY. THE TREASURY SECRETARY IS SET TO BE WITH HIS CHINESE COUNTERPART OVER THE WEEKEND. JOE: TYLER, THANK YOU SO MUCH. TYLER KENDALL WITH MUCH MORE TO DISCUSS. IT WILL BE A BUSY ONE AROUND HERE WITH UNGA AT THE START AND THE XI SUMMIT.
人们并不认为这是重大升级，引发了关于为何推迟这些关税的疑问。是否会因对话进展不同而适用不同的税率？我们可能在周一获得更多细节。财政部长本周末将与他的中方 counterparts 会面。乔：非常感谢泰勒。泰勒·肯德尔还有更多内容要讨论。这里将会很忙，因为联合国大会（UNGA）即将开始，还有习主席峰会。
WE WILL HAVE IT ALL COVERED. TYLER IS ON HER WAY UP TO TURTLE BAY SHORTLY AFTER THE CLOSE OF BUSINESS TODAY. KAILEY MENTIONED ONE OF THE BIGGEST AND MOST IMPORTANT STORIES OF THE WEEK WHEN YOU TALK ABOUT AN UNPRODUCTIVE CONGRESS. THEY DID PASS THE DATER CENTER BILL -- DATA CENTER BILL WITH AN OVERWHELMING VOTE IN AN EFFORT TO CONTROL THE IMPACT ON PEO
我们将全面报道这一切。泰勒将在今天下班后不久前往联合国总部所在的 Turtle Bay。凯利提到，当你谈到国会效率低下时，本周最大且最重要的新闻之一是他们以压倒性多数通过了数据中心法案——旨在控制对 PEO 的影响
原文超出正文长度上限，此处截断——上游还有内容，完整版见上方「原文 ↗」。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力