OpenAI urges the U.S. federal government to bridge the “electron gap” with China by enhancing the U.S. industrial base and adding 100 gigawatts (GW) of new grid capacity annually, starting in 2026. In a letter to the White House, OpenAI called for investments in the electric tech stack, emphasizing that America must adopt strategies similar to China’s robust infrastructure development. Key recommendations include strengthening manufacturing, modernizing regulations, and funding workforce development. OpenAI also advocates for expanding the Advanced Manufacturing Investment Credit and utilizing grants and loans to counter China’s market distortions in essential materials. Enhancing transmission capabilities and fostering flexible loads are critical, while addressing the pressing need for a skilled labor force is crucial for success. By connecting AI companies with local trade schools, OpenAI suggests creating “AI Hubs” to tailor training for communities, ensuring a ready workforce for the future.
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