Core Viewpoint - OpenAI emphasizes the necessity for the U.S. to significantly increase its investment in new energy capacity to maintain a competitive edge over China in artificial intelligence development [1]. Group 1: Investment in Energy Capacity - OpenAI highlights the urgent need for substantial investment in new energy infrastructure to support ambitious projects and data centers that require massive power [2]. - The current electric grid in the U.S. is already under strain, which poses challenges for the expansion of AI infrastructure [2]. Group 2: Strategic Importance of Electricity - OpenAI asserts that electricity is not merely a utility but a strategic asset essential for building the AI infrastructure necessary for maintaining technological leadership [3]. - The company regards the development of AI as one of the most significant technological advancements since the advent of electricity itself [3].
OpenAI says U.S. needs more power to stay ahead of China in AI: 'Electrons are the new oil'
CNBCยท2025-10-27 20:38