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OpenAI has launched its strategy for U.S. artificial intelligence (AI) infrastructure, which includes the creation of AI economic zones, leveraging the U.S. Navy’s nuclear expertise, and promoting government projects backed by private investment.
The strategy also proposed a North American AI alliance to counter China’s advancements and a National Transmission Highway Act that aims to modernise energy infrastructure, drawing parallels to the 1956 National Interstate and Defense Highways Act.
OpenAI sees a promising future for AI, with its potential to create tens of thousands of jobs and stimulate GDP growth. The company emphasised that investment in AI will lead to a modernised energy grid, new semiconductor manufacturing facilities, and substantial global investment.
With Donald Trump as President-elect, OpenAI plans to collaborate with his administration on AI policy. Trump’s campaign indicates intentions to repeal President Biden’s executive order on AI, which he claims restricts innovation and imposes “Radical Leftwing ideas.”
The proposed AI economic zones would incentivise states to expedite permitting for infrastructure projects. OpenAI also anticipates a “National Transmission Highway Act” to enhance power and connectivity infrastructure, stating that current procedures are insufficient for meeting AI-driven demands.
Additionally, OpenAI envisions a North American AI alliance that could expand globally. The company highlighted the U.S. Navy’s operation of small modular reactors (SMRs) as a model for civilian nuclear power development.
Chris Lehane, OpenAI’s head of global policy, identified the Midwest and Southwest as key areas for AI investment, and emphasised the need for energy resources to support this growth. He estimated that by 2030, the U.S. will require 50 gigawatts of energy for its AI industry to remain competitive against China.
“We don’t have a choice. We do have to compete with that,” Lehane concluded.