OpenAI has asserted that in order to stay ahead of China in the fierce global AI competition, the United States must make a substantial leap in its investment in new energy capacity. Over the past few months, OpenAI has inked numerous infrastructure - related agreements. The large - scale rollout of data center construction projects is set to put a significant strain on the U.S. energy supply system. OpenAI has underscored the fact that electricity serves as a strategic resource that is absolutely vital for the development of AI infrastructure.

The organization has forwarded a set of recommendations to the White House. It strongly advocates for the United States to add an impressive 10 gigawatts of new energy capacity each year. Moreover, it has drawn attention to a stark contrast: China managed to add a massive 429 gigawatts of power capacity last year. In comparison, the United States only added a mere 51 gigawatts. This disparity has created what can be termed a "power gap," which in turn poses a very real risk of the United States falling behind in the AI race.