OpenAI’s recent appeal to the White House highlights the urgent need for a strategic shift in how artificial intelligence (AI) infrastructure is viewed within the framework of the CHIPS and Science Act. The company argues for extending the 35% investment tax credit to cover AI data centers and related essential infrastructure, essential for managing its projected $1.4 trillion in infrastructure commitments. This request underscores a pivotal change in the bottleneck of AI from chip production to energy supply and grid infrastructure, with OpenAI estimating massive power demands affecting U.S. electricity generation. As tensions with China’s AI investments grow, OpenAI frames AI infrastructure as critical national infrastructure. The proposal also indirectly advocates for more robust manufacturing capabilities, highlighting the role of utilities and grid equipment manufacturers. While regulatory hurdles and safety concerns may complicate outcomes, the push for comprehensive support of the AI ecosystem could redefine investment landscapes, emphasizing the entire computing stack’s significance.
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