OpenAI 呼吁美国政府将芯片法案的税收抵免扩大至 AI 数据中心

Core Points - OpenAI has urged the U.S. government to expand the tax credit under the Chips Act from 35% for semiconductor manufacturing to include AI data centers, AI server manufacturers, and related power infrastructure [1][4] - The company believes that expanding tax credits will help lower capital costs, reduce early investment risks, and unlock private capital to alleviate infrastructure bottlenecks and accelerate the development of the U.S. AI industry [4][6] - OpenAI has committed to investing approximately $1.4 trillion (around 99.7 trillion RMB) in data centers and chip construction to support advanced AI system development and broader technology applications [6] Government Support and Policy Implications - OpenAI's CFO indicated that the U.S. government might provide guarantee support for AI infrastructure financing, which raised concerns about potential government bailouts [7] - However, both the CFO and CEO clarified that OpenAI is not seeking government bailouts, and U.S. officials have previously rejected the idea of providing financial guarantees to AI companies [7] - OpenAI suggested that the government could support the manufacturing side of the AI industry through grants, cost-sharing, loans, or loan guarantees, although specific beneficiary types were not detailed [7][8] Infrastructure and Investment Context - OpenAI supports government loan guarantees to help AI companies confidently procure U.S.-made chips, which could boost domestic semiconductor manufacturing demand and lower procurement costs for AI firms [8] - The U.S. government has previously provided similar loan and guarantee mechanisms for the semiconductor industry under the Chips Act, with only about $5.5 billion disbursed from the available $75 billion as of January [8] - OpenAI's proposal aligns with the recent policy direction of the Trump administration regarding winning the AI race and reflects a significant shift in policy execution, as seen in the increased investment credit from 25% to 35% following the passage of the comprehensive tax reform bill [8]