Seizing the AI opportunity

美国（ US ）在开发人工智能（ AI ）方面处于全球领先地位，这一优势有助于让这项技术惠及更广泛的人群。但要守住这种领先地位，需要远超过美国当前供给能力的电力，而日益扩大的缺口正威胁着我们在这项百年一遇、可强振经济并改造美国工业基础的技术上的领导地位。

电力不仅是生活必需的公用事业，更是战略性资产，是构建保证我们在这项自电力发明以来最重要技术上保持领先的 AI 基础设施的关键投入。而且这类投资回报明确可见：根据 OpenAI 的内部分析，投入首个 1 万亿美元用于 AI 基础设施，三年内可能带来超过 5% 的额外 GDP 增长。

好处远不止于此。我们在今天向 白宫科学与技术政策办公室（ White House Office of Science and Technology Policy ， OSTP ）提交的最新材料中，详述了 AI 系统如何改善电网运行与管理、预测用电需求，并设计下一代使发电更高效更可靠的系统。

自七个月前我们第一次向 OSTP 提交反馈以来，周活跃用户从 4 亿多增长到 8 亿多——其中大多数用户免费使用我们的工具。用户规模的快速扩张说明 AI 正迅速渗入数以百万计人的日常生活，也凸显出为这种增长找到足够能源的紧迫性。

在这份新提交中，我们敦促政府采取行动以：

• 强化美国的工业基础；
• 通过现代化监管释放更多能源供应；
• 通过 AI 教育和劳动力发展项目，为美国工人提供面向未来的就业能力；
• 确保前沿 AI 系统保障美国国家安全，包括扩大联邦政府的采用。

必须立即行动，防止 中华人民共和国 （ People’s Republic of China ）在发电能力上领先。2024 年中国新增发电装机 429 吉瓦，占全球新增电力的一半以上；美国仅新增约 51 吉瓦，约为中国增量的八分之一，这造成了所谓的 “ electron gap ”，将美国的领导地位置于风险之中。电子正成为新的石油；我们认为 特朗普政府（ Trump Administration ）应与私营部门合作，开展年增 100 吉瓦的新能量装机的雄心国家级项目。

OpenAI 承诺尽一份力。我们在 德州、新墨西哥、俄亥俄和威斯康星建设的 Stargate 站点将在未来三年内新增近 7 吉瓦的算力，并带来超过 4000 亿美元的投资。这使我们按期并提前步入到到 2025 年底实现 5000 亿美元、10 吉瓦承诺的清晰路径。

在威斯康星的新站点，我们正与当地电力公司合作，以增强电力供应并强化居民用电的电网稳定性。我们的设计也确保 Stargate 站点能够向本地电网回供电力或减少对电网的拉动，从而避免推高居民用电成本。

我们也在通过 OpenAI 认证（ OpenAI Certifications ）和就业平台（ Jobs Platform ）为当下工人准备未来职业路径，这些项目为进入高薪、有携带性资质的技能工种与技术岗位开辟新通道，支持家庭并稳固远离硅谷的社区。

这些举措还有助于缓解日益制约美国 AI 领导力的人力短缺。我们对美国基础设施规划的分析显示，未来五年为支撑新数据中心和能源基础设施，预计需要相当于当前熟练技工队伍约 20% 的新增劳动力。要抓住智能时代（ Intelligence Age ）的机遇，美国必须培训并动员一支能建设与运营 AI 经济底座的大规模技工队伍。

美国有理由相信能够做到这一点。从州际公路到阿波罗计划，美国有着敢想、敢为、能建的大项目传统。同样的雄心可以带来维持美国 AI 全球领先所需的能源与基础设施，并确保这项技术继续成为国家繁荣与力量的源泉。

The US leads the world in developing AI—an advantage that helps ensure this technology is built to benefit as many people as possible. But keeping that edge requires far more electricity than the US can currently provide, and the growing shortfall threatens our leadership on a technology that provides a once-in-a-century opportunity to strengthen our economy and modernize America’s industrial base.

Electricity is not simply a utility. It’s a strategic asset that is critical to building the AI infrastructure that will secure our leadership on the most consequential technology since electricity itself. And it’s the kind of investment that will pay clear and tangible returns: the first $1 trillion invested in AI infrastructure could create more than 5 percent in additional GDP growth over a three-year period, according to an internal OpenAI analysis.

The gains don’t stop there. In a new submission⁠ today to the White House Office of Science and Technology Policy, we detail how AI systems are improving how we operate and manage the grid, forecast demand, and design next-generation systems that make energy generation more efficient and reliable. 

In the seven months since we submitted our first response to OSTP, our weekly user base has doubled from more than 400 million to over 800 million people, with most using our tools for free. That growth reflects how rapidly AI is becoming part of daily life for millions of people—and reinforces the urgent need to find enough energy to support that growth.

In our new OSTP submission, we urge the administration to:

• Strengthen America’s industrial base
• Modernize regulations to unlock more energy
• Equip American workers for tomorrow’s jobs through AI education and workforce development programs
• Ensure frontier AI systems protect American national security, including through expanded federal government adoption

There’s a need for urgent action to prevent the People’s Republic of China from pulling ahead in electricity generation. China added 429 gigawatts of new power capacity in 2024, accounting for over half of global electricity growth. The US contributed just 51 gigawatts, roughly one-eighth of China’s increase, which is creating an “electron gap” that puts US leadership at risk. Electrons are the new oil, and we believe the Trump Administration should work with the private sector on an ambitious national project to build 100 gigawatts a year of new energy capacity.

OpenAI is committed to doing our part. The Stargate sites we’re building in Texas, New Mexico, Ohio, and Wisconsin will add nearly 7 GW of new compute capacity and over $400 billion in investment over the next three years. This puts us on a clear path, and ahead of schedule, to meeting our full $500 billion, 10 GW commitment by the end of 2025. 

At the new Wisconsin site, we’re working with the local utility to increase energy capacity in ways that strengthen the grid for residents. And our designs ensure that our Stargate sites contribute energy back to the local system—or reduce how much they draw from it—to avoid higher costs for consumers.

We’re also preparing today’s workers for tomorrow’s jobs through our OpenAI Certifications program and Jobs Platform, which create new pathways into skilled trades and technology roles with strong wages and portable credentials. These careers support families and anchor communities far from Silicon Valley.

They can also help eliminate the labor shortages which are a growing constraint to America’s AI leadership. An analysis of our US infrastructure plans finds the country will need an estimated 20 percent of its current skilled trades workforce over the next five years to support new data centers and energy infrastructure. To seize the opportunities of the Intelligence Age, the US must train and mobilize a large skilled workforce that can build and operate the infrastructure behind the AI economy.

There’s clear reason to be confident the US can pull it off. From the interstate highway system to the Apollo program, the US has a history of thinking big, acting big, and building big. That same ambition can deliver the energy and infrastructure needed to maintain America’s global lead in AI—and ensure the technology remains a source of national prosperity and strength.

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