不止希望政府担保，10月底OpenAI致信特朗普政府，要求“扩大税收抵扣”以降低数据中心成本

Core Viewpoint - OpenAI is seeking to expand the scope of a 35% manufacturing investment tax credit to include AI data centers, AI server manufacturers, and critical components for the power grid, in order to reduce infrastructure costs and attract private capital [1][3][5]. Group 1: Tax Credit Expansion - The core proposal from OpenAI is to expand the "Advanced Manufacturing Investment Credit" from the CHIPS Act to cover AI-related infrastructure, which would lower effective capital costs and de-risk early investments [5][6]. - The tax credit was increased from 25% to 35% in a comprehensive tax bill passed by Congress in July [5]. Group 2: Government Support Tools - OpenAI's letter advocates for various forms of government financial support for AI manufacturers, including grants, cost-sharing agreements, loans, or loan guarantees, although specific types of companies were not identified [6][7]. - Such financial support could help address supply chain issues in raw materials like copper, aluminum, and electrical steel, and shorten delivery times for critical components like transformers [7]. Group 3: Clarification on Government Support - Following controversial statements from OpenAI executives regarding government "guarantees," the Trump administration has ruled out financial support for AI companies, emphasizing that if one major AI company fails, others will take its place [8]. - OpenAI executives clarified that their comments were misinterpreted and emphasized that they are not seeking direct government loans or guarantees [8].