共和党众议员罗布·布雷斯纳汉在宣传数据中心限制政策的同时投资该行业


2026年9月10日 / 美国东部时间晚上8:03 / 哥伦比亚广播公司新闻
作者:扎克·胡达克

宾夕法尼亚州众议员罗布·布雷斯纳汉正在推动一项法案,赋予对数据中心持谨慎态度的市政当局更大的控制权,以决定这些设施能否建设。这位共和党议员在斯克兰顿和威尔克斯-巴里地区播出的新电视广告中宣传了这一主张。

但过去,布雷斯纳汉对数据中心采取了明显友好的态度,去年他称数据中心是宾夕法尼亚州东北部经济增长的潜在“催化剂”。

目前他仍持有一系列有望从该行业持续增长中获益的公司的股票,其中包括拥有和运营数据中心、投资数据中心开发以及提供基础设施的公司,以及美国许多最大的科技公司。

布雷斯纳汉的竞选团队没有回应有关其股票持仓的问题,但竞选发言人萨曼莎·布洛克在一份声明中表示:“支持地方对数据中心开发的控制权,并不意味着某人反投资。这表明他们支持民众的意愿,事实上,在处理和立法这一问题时,考虑蓝领工作岗位和可能使宾夕法尼亚州东北部这样的地区受益的经济发展,是重要且负责任的。”

布雷斯纳汉的许多持仓都属于标普500指数和其他主要股票指数的成分股公司,与科技和数据中心相关的投资只是他数百万美元投资组合的一部分。布雷斯纳汉多次表示,他的投资组合由财务顾问管理,他不参与交易决策。

根据8月份提交的财务披露文件,布雷斯纳汉持有四家与数据中心行业有直接关联的公司的股票,市值约在19005美元至11万美元之间。

其中包括运营大型数据中心的Equinix、Digital Realty Trust和Iron Mountain。布雷斯纳汉还持有SBA Communications的股票,这是一家无线通信公司,其旗下子公司SBA Edge运营着若干区域数据中心,并部署小型模块化数据中心。

布雷斯纳汉的投资组合还包括为人工智能和数据中心快速发展提供支撑的芯片、网络设备、半导体制造工具和软件相关公司的投资。根据他的财务披露文件,这些持仓的价值约在804024美元至204万美元之间。

这些投资包括英伟达、超微半导体、美光科技、阿里斯塔网络、思杰系统、应用材料、拉姆研究、楷登电子、新思科技、台积电、思科系统、博通公司和Credo Technology的股份。政治新闻网站Politico率先报道了布雷斯纳汉在1月份买入Credo股票的消息。

此外,布雷斯纳汉还持有几家推动该行业扩张的大型科技公司的股份。他的披露文件显示,他在构建、运营或租赁大量数据中心容量的大型科技公司中的投资约在77.7万美元至178万美元之间。这些持仓包括亚马逊、字母表公司、Meta平台和甲骨文公司,随着人工智能计算需求的激增,这些公司都在数据中心基础设施上投入了巨资。

披露文件显示,布雷斯纳汉还持有黑石集团价值15001美元至5万美元的股份。黑石集团是全球最大的投资公司之一,该公司在2025年7月宣布将在宾夕法尼亚州东北部进行与数据中心相关的能源投资。

数据中心已成为宾夕法尼亚州最具争议的开发问题之一,因为人工智能行业对计算能力的贪得无厌的需求导致对数据中心的需求激增。富兰克林与马歇尔学院2026年8月的一项民调显示,近八成宾夕法尼亚州选民反对在自己的社区建设数据中心。

随着拟议开发项目的激增,这种反对声浪日益高涨,尤其是在宾夕法尼亚州东北部。该地区的经济发展官员今年早些时候表示,约有29个数据中心项目正在考虑或规划阶段。

在当地民众的担忧声中,布雷斯纳汉在6月初提出了一项法案,赋予市政当局更大的权力,决定其社区内能否建设数据中心。该法案此后并未获得推进。

“宾夕法尼亚州东北部是我们的土地和家园,但对大数据公司来说,我们只是土地和美元符号,”布雷斯纳汉在新广告中说道。据广告监测机构AdImpact称,该广告于本周三和周四在该地区播出。“我起草了这项法案,要求数据中心在施工前获得地方批准,并在亿万富翁公司试图阻挠我们时保护我们的社区。”

去年,布雷斯纳汉的态度截然不同。2025年4月,他在接受《威尔克斯-巴里时报领袖报》采访时表示,他“很高兴听到企业将数据中心选址在宾夕法尼亚州东北部,这可以成为我们地区经济增长和技术创新的催化剂,帮助我们培养22世纪的劳动力”。

布洛克在给哥伦比亚广播公司新闻的一份声明中表示,布雷斯纳汉的“立法与他长期以来支持地方控制权的立场一致”。

布洛克还表示,布雷斯纳汉的众议院席位民主党对手、斯克兰顿市长佩奇·科涅蒂“在这个问题上的记录需要受到审查”。她援引7月份斯克兰顿市议会的一次会议称,议员肖恩·麦克安德鲁表示,科涅蒂政府最初提出的数据中心分区条例已停滞数月未更新。就在同一天,科涅蒂发布了自己的广告,强调监管数据中心的必要性。

科涅蒂最新的财务披露文件显示,她目前没有持有任何个人股票,但她在退休账户、多元化共同基金和指数基金中有投资。

哥伦比亚广播公司新闻已联系科涅蒂的团队置评。

财务披露文件显示,布雷斯纳汉拥有广泛的数百万美元投资组合,包括房地产、私人企业权益、市政债券和公开交易证券。他报告的最大单笔资产是其家族企业库哈奇克建筑公司的股份,价值在500万美元至2500万美元之间。

在2024年竞选期间,布雷斯纳汉承诺支持禁止国会议员股票交易的立法,称议员在投票影响相关公司的法案时不应被允许买卖股票。上任后,他提出了自己的股票交易禁令法案,但该法案尚未获得推进。与此同时,根据国会交易追踪平台Capitol Trader的数据,布雷斯纳汉上任以来的已披露交易次数在国会议员中排名第七,报告了超过500笔交易。

GOP Rep. Rob Bresnahan campaigns on data center limits while investing in industry

September 10, 2026 / 8:03 PM EDT / CBS News
By Zak Hudak

Pennsylvania Rep. Rob Bresnahan is promoting a bill to give data center-wary municipalities greater control over whether the facilities can be built, a message featured in a new television ad the Republican congressman is running in the Scranton and Wilkes-Barre area.

But in the past, Bresnahan has taken an overtly friendly stance toward data centers, calling them potential “catalysts for economic growth” in Northeastern Pennsylvania last year.

And he continues to hold investments in a range of companies positioned to benefit from the industry’s continued growth. Those include firms that own and operate data centers, invest in their development and supply infrastructure, and many of the nation’s largest tech firms.

Bresnahan’s campaign did not answer questions about his stock holdings, but campaign spokesperson Samantha Bullock said in a statement: “Favoring local control over data center development does not make someone anti-investment. It shows that they support the will of the people, and in fact it is important and responsible to consider the blue-collar jobs and economic development that might benefit a region like Northeastern Pennsylvania when addressing and legislating this issue.”

Many of Bresnahan’s holdings are in large companies that are part of the S&P 500 and other major stock indices, and the tech and data center-related investments make up just part of his multimillion-dollar investment portfolio. Bresnahan has repeatedly said financial advisers manage his portfolio and he has no input in his trades.

According to a financial disclosure filed in August, Bresnahan owns between roughly $19,005 and $110,000 worth of stock in four companies with direct ties to the data center industry.

Among them are Equinix, Digital Realty Trust and Iron Mountain, which operate large-scale data centers. Bresnahan also owns stock in SBA Communications, a wireless communications company whose subsidiary SBA Edge operates a handful of regional data centers and deploys small, modular data centers.

Bresnahan’s portfolio also includes investments in companies that supply the chips, networking equipment, semiconductor manufacturing tools and software that underpin the rapid growth of artificial intelligence and data centers. According to his financial disclosure, those holdings are worth between roughly $804,024 and $2.04 million.

Those investments include stakes in NVIDIA, Advanced Micro Devices, Micron Technology, Arista Networks, Ciena, Applied Materials, Lam Research, Cadence Design Systems, Synopsys, Taiwan Semiconductor Manufacturing Company, Cisco Systems, Broadcom Inc. and Credo Technology. Politico first reported his purchase of Credo stock in January.

And Bresnahan reported holdings in several of the large technology companies driving the industry’s expansion. His disclosure shows between roughly $777,000 and $1.78 million invested in major technology firms that build, operate or lease large amounts of data center capacity. Those holdings include Amazon, Alphabet, Meta Platforms and Oracle, all of which have invested heavily in data center infrastructure as demand for AI computing has surged.

Disclosures show Bresnahan also holds between $15,001 and $50,000 in Blackstone Inc., one of the world’s largest investment firms, which in July 2025 announced data center-related energy investments in Northeastern Pennsylvania.

Data centers have become one of the most contentious development issues in Pennsylvania, as the artificial intelligence industry’s insatiable need for computing power causes demand for the facilities to surge. An August 2026 poll from Franklin & Marshall College found that nearly four in five Pennsylvania voters opposed having a data center built in their community.

That opposition has grown alongside a surge of proposed development, particularly in Northeastern Pennsylvania, where regional economic development officials said earlier this year that roughly 29 data center projects were under consideration or in planning stages.

Amid that local apprehension, Bresnahan introduced a bill in early June that would give municipalities greater authority over whether data centers can be built in their communities. The bill has not since advanced.

“Northeastern Pennsylvania is our land and our home, but to big data, we’re just land and dollar signs,” Bresnahan said in the new ad, which aired in the region on Wednesday and Thursday, according to AdImpact. “I wrote the bill that makes data centers get local approval before construction and protects our communities when billion dollar corporations try to fight us.”

Last year, Bresnahan struck a markedly different tone. In April 2025, he told the Wilkes-Barre Times Leader he was “pleased to hear that companies are looking to Northeastern Pennsylvania for their data centers, which can serve as catalysts for economic growth and technological innovation for our region as we work towards fostering a 22nd century workforce.”

In a statement to CBS News, Bullock said that Bresnahan’s “legislation is consistent with his longstanding stance in favor of local control.”

Bullock also said that Bresnahan’s Democratic opponent for his House seat, Scranton Mayor Paige Cognetti, has “a record on the subject that needs to be scrutinized.” She cited a July Scranton City Council meeting, in which Councilman Sean McAndrew said that a zoning ordinance for data centers initially proposed by Cognetti’s administration had been stalled for months without updates. That same day, Cognetti launched her own ad about the need to regulate data centers.

Cognetti’s latest financial disclosure shows that she does not currently hold any individual stocks, although she has investments in retirement accounts, diversified mutual funds and index funds.

CBS News has reached out to Cognetti’s team for comment.

Financial disclosures show Bresnahan holds an extensive multimillion-dollar portfolio that includes real estate, private business interests, municipal bonds and publicly traded securities. His single largest reported asset is in his family’s company, Kuharchik Construction, at between $5 million and $25 million.

During his 2024 campaign, Bresnahan pledged to support legislation banning congressional stock trading, arguing lawmakers should not be allowed to buy and sell stocks while voting on legislation affecting those companies. After taking office, he introduced his own stock-trading ban bill, but the measure has not advanced. Meanwhile, Bresnahan’s disclosed trades since entering office rank him seventh among members of Congress, according to Capitol Trader, with more than 500 transactions reported.

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