OpenAI has called on the US government to significantly enhance its electricity generation capabilities, targeting an annual increase of 100 gigawatts, to sustain its competitive edge in AI development over China. Notably, OpenAI emphasizes the strategic importance of electricity in supporting AI infrastructure, suggesting it is as crucial as the technology itself. Currently, China’s expansion outstrips the US’s efforts, highlighting a potential gap in energy that could undermine America’s leadership in AI. OpenAI likens the scenario to a Cold War ‘bomber gap’ and advocates for a public-private partnership to meet power demands. As AI facilities increasingly demand more energy, this push comes amid rising electricity bills for consumers. OpenAI has already begun initiatives with Wisconsin utilities to enhance local capacity for its Stargate data center, promising to mitigate consumer costs through energy feed-ins. Additionally, Google has entered into an agreement to purchase carbon-free energy from the soon-to-be revitalized Duane Arnold Energy Center in Iowa, which aligns with sustainable energy goals while supporting AI technologies.