On November 8, 2025, Sam Altman, the CEO of OpenAI, issued an open letter to the U.S. government, urging it to broaden the range of tax credits provided under the CHIPS Act. Specifically, he proposed extending the existing 35% tax credit, initially designated for semiconductor manufacturing, to encompass AI servers, AI data centers, and the associated power infrastructure. The letter emphasized that such an expansion would serve multiple purposes: it would lower capital expenditures, diminish the risks associated with early-stage investments, and mobilize private capital to overcome infrastructure constraints. These combined effects would, in turn, expedite the growth of the U.S. AI sector. OpenAI has pledged to invest around $1.4 trillion in data center and chip development to facilitate the creation of more sophisticated AI systems. Should this policy adjustment be enacted, it would not only foster the reindustrialization of the U.S. AI supply chain but also yield positive impacts on industries like wafer fabrication plants, turbines, transformers, and specialty steel.