--- author: New York Times Podcasts date: '2026-09-23' guest: '' layout: post.njk source: https://www.youtube.com/watch?v=15KRqz5_ilM speaker: New York Times Podcasts tags: - geopolitical-strategy - international-relations - public-health-policy - energy-infrastructure - climate-anomaly title: 格陵兰安全协议退让与德州AI数据中心狂潮踩刹车 summary: 本期要闻聚焦特朗普在格陵兰领土诉求上的重大妥协及联大会议上的丛林法则论调；万斯整顿平价医疗法案致数十万人脱保；德州因电网与水资源压力紧急叫停AI数据中心审批；以及厄尔尼诺现象引发的异常大西洋与太平洋飓风分异。 insight: '' draft: true series: '' category: geopolitics area: geopolitics project: [] people: - Donald Trump - Masoud Pezeshkian - J.D. Vance - Greg Abbott companies_orgs: - The New York Times - United Nations - Google products_models: - Affordable Care Act media_books: [] status: evergreen --- ### 联大交锋：伊朗总统赴美与特朗普的“丛林法则” 在纽约**联合国大会**（United Nations General Assembly: 联合国主要审议、决策和代表机构）现场，伊朗总统**马苏德·佩泽希齐扬**（Masoud Pezeshkian）即将发表讲话。尽管美伊两国处于交战状态，美国国务院仍特批佩泽希齐扬及其随行官员入境。这标志着联合国八十年历史上，首次有与美国处于战争状态的国家领导人亲临联合国总部。佩泽希齐扬在美国特勤局的全程安保下，乘坐SUV车队穿梭于曼哈顿展开密集的外交马拉松会晤。 这一发言紧随美国总统**唐纳德·特朗普**（Donald Trump）的严厉联大演说之后。特朗普在讲话中重申了对伊朗的彻底毁灭威胁，声称“难道要让他们坠入毫无生存机会、毫无未来与世代希望的炼狱吗？”他描绘了一个“赢家通吃”的世界秩序愿景，强调将视需要重新确立包括军事力量在内的美国实力。这一立场在很大程度上是对二战后美国主导起草的联合国宪章精神——“免后世再遭战祸”——的背离。除扬言消灭伊朗外，特朗普还宣称古巴现政权必将倒台，并引用“战利品归胜利者所有”为政府接管委内瑞拉石油进行辩护。对此，国际多国领袖表达了深切忧虑：法国总统警告全球切勿退回“丛林法则”（law of the jungle），安哥拉总统则直言世界正陷入强权凌驾于理智与法律之上的全球无政府状态。
Original English From The New York Times, it's the headlines. I'm Tracy Mumford. Today's Wednesday, September 23rd. Here's what we're covering. This morning in New York, the president of Iran, Masoud Pezeshkian, will address the United Nations General Assembly. He and a small group of other Iranian officials were given permission by the State Department to enter the US, even though the two countries are at war. It's the first time in the eight-decade history of the United Nations that the leader of a country at war with the US has made the trip to the UN's headquarters. Pezeshkian is being protected by the US Secret Service, as is standard protocol for visiting leaders, and he's been escorted through Manhattan in a convoy of SUVs as he's held a marathon of diplomatic meetings. His speech will come just one day after President Trump addressed the General Assembly, renewing his scorched-earth threats against Iran. "Do I drive them into hell with no chance of survival and no hope of future greatness or generations?" Overall, in his remarks, Trump laid out a vision for a winner-takes-all world order that was effectively a rejection of the founding principles of the UN. "We are reasserting American power, including American military power where necessary, in our region and around the world." When the UN was established after World War II, its aim was to quote "save succeeding generations from the scourge of war," as it said in its charter, which was written largely by the US. But from the stage yesterday, Trump took a strikingly aggressive tone. Beyond his threat to wipe out Iran, he also promised that Cuba's government would fall one way or another, and he justified his administration's sweeping claims on Venezuelan oil by saying, "To the victor belong the spoils." In response, other world leaders pushed back on Trump's vision of a dog-eat-dog survival-of-the-fittest world, even if they didn't name Trump directly. The president of France warned against returning to the quote "law of the jungle." And the leader of Angola described the world as being in the midst of global anarchy, quote "in which the use of force prevails over the force of reason and law."
### 格陵兰协议妥协与医保欺诈清退风波 借联合国大会各国领导人齐聚纽约之机，特朗普签署了一项涉及**格陵兰岛**（Greenland）的安全协议。在过去一年半中，特朗普曾多次要求将该岛划归美国版图，甚至发出武力夺取的威胁，声称扩大在北极的战略立足点关乎国家安全。然而，新签署的协议相比此前的强硬立场出现了重大战略后撤：协议明确未向美国割让任何领土，仅为美国扩大在岛上的军事存在铺平了道路，包括允许设立新基地，而这一权限实际上早在1950年代的双边条约中就已获得授权。 在国内政策层面，副总统**J·D·万斯**（J.D. Vance）在华盛顿召开新闻发布会，宣布联邦政府已将数十万人从《**平价医疗法案**》（Affordable Care Act: 俗称奥巴马医保的美国联邦医疗保障改革方案）市场中除名。万斯牵头组建的联邦反欺诈工作组宣称，此次行动中止了约75万涉嫌欺诈参保人员的补贴资格，预计将为政府节省超过20亿美元资金，被清除人员约占该途径参保总人数的4%，另有约50万参保者仍在受查。然而，《纽约时报》公共卫生记者玛戈·桑格-卡茨（Margo Sanger-Katz）调查指出，尽管市场确实存在中介违规代办赚取佣金等可疑迹象，但政府除名的大批人员本质上是因为申请材料存在数据填写疏漏，且未在保险公司通知后的30天宽限期内完成更正。官方亦承认可能存在误伤无辜参保者的情况，并设立了复原机制。此前，由于国会未予延期保费平价补贴，奥巴马医保市场参保规模今年已减少了数百万。
Original English Meanwhile, with world leaders gathered in New York for the UN General Assembly, President Trump signed a security agreement over Greenland. Over the last year and a half, Trump repeatedly demanded that the island become part of the US, even threatening to take it by force, saying it was crucial for national security for the US to have a bigger foothold in the Arctic. The new agreement marks a major retreat from the height of those threats. It explicitly does not give any territory to the US. It does pave the way for the US to expand its military presence on the island, including by opening new bases, though an existing treaty from the 1950s already allowed for that. "We are stopping Obamacare enrollment for about 750,000 people. 750,000 people who we believe are fraudulently enrolled in the program. That's not—" In Washington yesterday, Vice President J.D. Vance held a press conference to announce that the administration has ejected several hundred thousand people from the Affordable Care Act health insurance marketplaces. "We're actually making sure that the people receiving Obamacare subsidies are actually entitled to receive them. Amazingly, we weren't doing that before." Vance estimated that the move will save the government over $2 billion in total. The number of people cut off from the marketplaces amounts to about 4% of the Americans who get health insurance that way. And Vance said they're investigating about a half a million other enrollees as well. The announcement was the latest initiative by an anti-fraud task force that Vance leads, which has been frequently focused on federal health programs. My colleague Margo Sanger-Katz, who covers public health, has started looking into who has lost their coverage. "The Trump administration has been talking a lot about fraud in the Obamacare marketplaces, and there is some evidence of some fishy enrollment, both brokers who may have signed people up without their knowledge in order to collect commissions, and some weird clustering of enrollments that look suspicious. But, when we asked the Trump administration how they found this group of people who they were describing in a press conference as fraudsters, they said that these were people who had some data mistakes on their application, and they asked insurers to contact them and give them 30 days to reply and sort it out, and the people that failed to do that have been disenrolled. So, I think it's possible that some of these people were doing something wrong, but it's also possible that some of them just were a little sloppy in the way that they filled out their applications, and they didn't respond quickly enough to outreach." Margo says the administration itself acknowledged there may be people who had their coverage canceled who shouldn't have, and it has set up a system for them to get reinstated. Overall, enrollment in coverage sold in Obamacare marketplaces had already fallen by several million people this year after Congress did not extend subsidies that had made coverage less expensive.
### 算力能源瓶颈与气候异常两极化 在人工智能算力基建领域，得克萨斯州州长**格雷格·阿博特**（Greg Abbott）出人意料地叫停了该州的算力扩张狂潮。不到一年前，阿博特曾高调宣称得州将成为**谷歌**（Google）等科技巨头的AI数据中心核心基地，并保证庞大的数据中心集群将为电网带来净增效益。然而，面对严峻的资源承载压力，阿博特已正式下令监管机构暂缓审核所有新数据中心的许可申请，直至全面评估其对电网与水资源的长期影响。**得克萨斯大学奥斯汀分校**（University of Texas at Austin）研究显示，到2040年，数据中心消耗的水资源可能高达全州供水量的9%。作为全美数据中心数量仅次于弗吉尼亚州的第二大州（拥有逾400处运营及规划设施），得州执政层态度的大转弯，折射出全美不同党派选民对电费飙升、噪音与空气污染日益高涨的抗议情绪。 与此同时，极端天气呈现出罕见的地理分异。眼下本应是大西洋飓风季的峰值期，但今年大西洋区域至今尚未形成任何一场被定级为飓风的强热带气旋，创下八十多年以来的历史罕见记录。与大西洋的异常沉寂形成鲜明对照的是，太平洋海域风暴活动极度活跃，不仅同时存在三个活跃飓风，重创墨西哥沿岸的超级飓风“波洛”（Polo）更跃升为有气象记录以来强度第二高的太平洋风暴。气象学家指出，被称为地球自然周期“混沌代理人”的**厄尔尼诺现象**（El Niño: 太平洋东部和中部海面温度持续异常偏暖的气候模式），在严重抑制大西洋对流活动的同时，为太平洋风暴系统注入了极度充沛的热能与动力。
Original English Less than a year ago, "Texas will be the centerpiece for AI data centers for Google." The governor of Texas, Greg Abbott, said the state would be the epicenter of AI development with dozens and dozens of large data center projects underway there. "They will be net positive to the power grid, making sure we have the reliability and the supply that Texas needs to keep the lights on." But now, Abbott has ordered Texas regulators to pause that boom and halt their reviews of any new permit applications for data centers until the state can evaluate how they affect the power grid and water supplies. According to one study from the University of Texas at Austin, data centers could use up to 9% of the state's water by 2040. Texas is not the first state to pump the brakes on data centers, but Abbott's U-turn is notable given how enthusiastically Texas had embraced the projects. According to the Pew Research Center, the state has more than 400 data centers in operation or being planned, the second most in the country, just behind Virginia. Abbott's sharp pivot now speaks to how intense the backlash to data centers has become as Americans across the political spectrum raise concerns about rising electric bills, and noise, and air pollution. And finally, usually this time of year is the peak of hurricane season in the Atlantic, the busiest time for storms to spin up and barrel towards land. But this year, not a single hurricane has formed there, something that hasn't happened in more than eight decades. There have been a handful of named storms in the Atlantic, but none strong enough to reach hurricane status. At the same time, "we have one, two, three hurricanes active right now in the Pacific." The hurricane season in the Pacific has been wild. "Southern California now on high alert for impacts later in the week." "We are already on the P storm in the East Pacific. Polo, it exploded." A supercharged hurricane named Polo off the coast of Mexico is now the second most intense Pacific hurricane on record. The good news is that while it's super powerful, it's expected to stay mostly over the ocean. The oddity of this year's storm count can be explained by El Niño. The weather pattern has stifled tropical activity in the Atlantic while fueling storms in the Pacific. Experts have described El Niño as basically the planet's naturally recurring chaos agent. Those are the headlines. Today on The Daily, a look at the rise of health tracking technology focused on babies and whether having all that data is useful or if it just fuels parents' anxieties. You can find that in the New York Times app or wherever you get your podcasts. And if you are not a Times subscriber yet, you can get a full month of free access to all of the journalism we publish when you download the Times app now. I'm Tracy Mumford. We'll be back tomorrow.