As of October 27, 2025, OpenAI sent a letter to the White House warning about China’s edge in the AI’s race. [1] The company expressed that China has developed “real momentum” in energy production, adding 429 GW of new power capacity in 2024. In contrast, the US contributed just 51 GW. OpenAI recommends that the US prioritize closing the gap by building 100 GW of new energy capacity a year. The letter, penned by OpenAI’s chief global affairs officer, Christopher Lehane, encourages the government to invest in manufacturing and the workforce especially in rural communities. Lehane lists 4 suggestions of actions the federal government should take, including; strengthening America’s industrial base and manufacturing, removing or modernizing energy regulatory policy to unlock power, equipping workers by funding workforce development and scaling AI education, and ensuring that frontier AI systems protect American national security interests. Lehane also writes that the government should tighten FERC Order Number 2023 interconnection timelines by instituting automatic enforcement of late submissions and standardizing extension timelines. The government can also create a fast track for shovel-ready projects to allow simple AI infrastructure projects to “skip the line,” and prioritize projects that connect high-generation regions to major load centers.

[1] https://cdn.openai.com/pdf/21b88bb5-10a3-4566-919d-f9a6b9c3e632/openai-ostp-rfi-oct-27-2025.pdf