OpenAI is urging the Trump administration to boost the U.S. electricity generation capacity by 100 gigawatts annually to maintain competitiveness in the AI arms race against China. The company emphasizes that electricity is a “strategic asset” vital for AI infrastructure. In contrast, China is expanding its capacity significantly, with projections of 429 gigawatts added in 2024 versus just 51 gigawatts in the U.S., creating an “electron gap.” OpenAI likens this situation to the Cold War’s “bomber gap.” The firm is collaborating with Wisconsin utilities to enhance capacity for its Stargate datacenter, claiming it will help stabilize electricity costs. Additionally, OpenAI warns of a looming labor shortage, predicting a 20% increase in skilled trade worker demand over five years. The company remains optimistic, encouraging ambitious projects to support America’s leadership in AI. In related developments, Google partnered with NextEra Energy to restart Iowa’s Duane Arnold Energy Center, enhancing its carbon-free energy supply.
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