AWS 宣布取消数据中心项目保密协议,追随微软透明化路线

移动通信网 程然

亚马逊云服务(AWS)于 10 月 2 日宣布,不再在与政府机构合作的数据中心项目中使用保密协议(NDA)。这一决定由 AWS CEO Matt Garman 在一篇题为"我们不能输掉的竞赛"的博客文章中亲自披露,标志着这家全球最大云厂商在数据中心建设透明化问题上立场的重大转变。此举距微软做出类似承诺仅过去数月,hyperscaler 们在社区关系与政府博弈中的策略正在悄然重塑。

NDA 争议:从行业惯例到舆论靶心

长期以来,超大规模云厂商在与地方政府洽谈数据中心项目时普遍要求签署保密协议,理由涉及商业机密与竞争安全。但在 AI 算力建设狂潮之下,这种做法 increasingly 引发社区团体和地方议会的强烈反弹——居民往往在项目已经板上钉钉之后,才得知一座耗电堪比小城市的数据中心即将落户自家后院。弗吉尼亚州劳登县理事会近日投票暂停接受新的数据中心申请,正是这种紧张关系的集中爆发。

微软率先在这一问题上松口,成为第一家宣布取消数据中心项目 NDA 的大型云厂商。AWS 的跟进表明,透明化正在从单家企业的公关策略演变为行业新基准。Garman 在文章中明确写道,AWS"不再与项目合作的政府机构使用保密协议",这为地方官员向社区公开项目细节扫清了法律障碍。

【关键数据】

- 社区追加投资: "Built Together" 计划追加 10 亿美元(AWS 史上最大规模社区投入之一)

- 承诺覆盖项: 电力基建成本兜底、税收定向、非营利捐助、就业创造、节能节水设计等 6 大领域

- 宣布时间: 2026 年 10 月 2 日,由 CEO Matt Garman 博客发布

- 行业先例: 微软此前已率先取消数据中心 NDA,AWS 为第二家跟进的 hyperscaler

一揽子承诺:公关姿态还是实质让步

取消 NDA 只是 AWS 此次公布的一系列承诺中的一环。Garman 列出的其他举措包括:承诺承担电力基础设施升级成本,确保当地居民电费账单不会因数据中心入驻而上涨;与地方官员协作,将税收贡献定向用于社区所需项目;向本地非营利组织投入资金;在项目所在地创造就业岗位;以及在数据中心设计建造中贯彻节能与节水标准。公司同步推出"Built Together"社区计划,将追加 10 亿美元投资。

需要指出的是,这些承诺中有相当部分属于既有实践的正式化包装。AWS 此前在多个州已实际承担电网升级费用,其水资源正利用效率(WUE)指标也长期处于行业领先水平。将分散的做法整合为公开承诺清单,配合取消 NDA 的象征性动作,更像是一次面向监管环境和舆论场的系统性姿态调整——在反垄断 scrutiny 持续、AI 基建电力需求饱受质疑的当下,这种姿态本身就有实际价值。

透明化竞赛:AI 基建扩张的通行证

从行业视角看,AWS 与微软的相继转向预示着数据中心开发模式的深层变化。随着 AI 训练集群推动单个园区规模迈向吉瓦级,选址争夺、电力接入和社区阻力成为比芯片供应更难缠的瓶颈。在劳登县等核心枢纽开始对新增项目踩刹车的环境下,主动透明化正在成为换取地方审批速度的战略工具,而非单纯的合规成本。

谷歌和 Meta 尚未明确跟进取消 NDA,但压力已经到位。可以预期,透明化承诺将逐渐成为 hyperscaler 在北美乃至欧洲市场获取社区信任的标配。对数据中心产业链而言,更公开的项目信息流也将改变选址咨询、电力规划和本地供应商的竞争生态。在 AI 算力竞赛进入电力与社区博弈阶段的今天,谁能更快赢得"社会许可",谁就能在这场基建竞赛中占得先机。


出处:AWS drops non-disclosure agreements for data center projects

英文原文
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In a [blog post](https://www.linkedin.com/pulse/race-our-nation-cant-afford-lose-plus-new-commitment-from-matt-garman-s8azc/) published today by AWS CEO Matt Garman, the company noted that it no longer uses "nondisclosure agreements with the government agencies we work with on our projects." [](https://media.datacenterdynamics.com/media/images/AWS_Spain.original.png) – Amazon The move is part of a series of commitments the company is making, many of which have either been previously stated or are common practice for the company, including AWS' pledge to cover utility infrastructure upgrade costs to ensure electricity bills don't increase for residents in the community, working with local officials to direct tax contributions to the right community initiatives, contributing to local non-profits and community organizations, creating jobs in the area, and designing and building data centers to be energy- and water-efficient. The company has also announced its community program "Built Together" in which it will invest a further $1 billion in community initiatives across the US. The overall purpose of the blog post seems to be to quash negative perceptions of data center projects, with Garman noting "myths" about data centers including large water usage, projects driving up energy rates, and the environmental impact of backup generators, and challenging these notions. Garman urges communities to encourage and accept the current data center buildout being seen across the US and elsewhere. He writes: "With any change, there will be important questions raised, but there will also be misinformation and outright lies, and in the age of social media and 24/7 news, myths take hold faster than ever before. In fact, this buildout is so important geopolitically that there are widespread reports of various countries intentionally seeding misinformation in the US about data centers to trick us into slowing down. "Right now, there are over 100 data center moratoriums being considered across the country. If these measures are enacted, the US could be writing its own losing ticket to this race, and the consequences would last generations. As a country, we can’t afford to find ourselves in that position." The move to ditch NDAs comes just over half a year after competitor [Microsoft](https://www.datacenterdynamics.com/en/news/microsoft-swears-off-ndas-for-data-center-projects/) revealed that it would no longer ask local governments to sign NDAs. The move also comes just days after US Representative Jamie Raskin, Ranking Member of the House Judiciary Committee, launched an [investigation](https://democrats-judiciary.house.gov/media-center/press-releases/ranking-member-raskin-probes-big-tech-s-use-of-non-disclosure-agreements-to-prevent-local-officials-from-discussing-data-center-projects-with-constituents) into Amazon, Google, Meta and Oracle over their use of NDAs for data center projects. Raskin found that [Amazon's](https://democrats-judiciary.house.gov/sites/evo-subsites/democrats-judiciary.house.gov/files/evo-media-document/2026-09-29-raskin-to-jassy-amazon-re-data-center-ndas.pdf) former secrecy agreements prevented local officials from disclosing broadly defined “proprietary” or “confidential” information, which led to uncertainty as to what could be shared. In addition, Amazon has used shell companies to conceal its involvement in proposed data centers. The blog post from CEO Garman did not address this issue, or the use of opaque project codenames. _DCD_ has contacted AWS for comment on whether these practises will continue. Stay ahead of the latest data center construction channel trends. Subscribe to DCD. 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