Saad Ullah
● In a policy memo submitted to the White House and highlighted by The Kobeissi Letter, OpenAI has outlined an ambitious roadmap to rebuild American industrial capacity around AI and energy.
● The core message is simple but urgent: the U.S. needs to add 100 gigawatts of new power capacity every year through public-private partnerships. "Electrons are the new oil," OpenAI argues, positioning electricity as the critical resource for AI dominance.
● The numbers tell a stark story. In 2024, China brought online 429 gigawatts of new generation—more than half the world's total—while the U.S. added just 51 gigawatts. That's an eight-to-one gap. OpenAI warns that without action, America's data centers and AI training infrastructure will fall behind.
● The company's AI Playbook goes further. It calls for expanded tax credits for chip and server manufacturing, a strategic reserve of materials like copper and rare earths, and reshoring of semiconductor supply chains. The memo also suggests formalizing the new CAISI agency as the government's main hub for overseeing advanced AI systems.
● As VraserX put it: "If America executes this playbook, it won't just build models—it'll rebuild its entire economy." It's one of the most ambitious attempts yet to merge energy policy, industrial strategy, and AI regulation into a single vision—one where the power grid becomes the foundation of the next tech era.
Saad Ullah
