Summary
OpenAI stokes China fears to woo US approvals for huge data centers, report says.
OpenAI hopes to convince the White House to approve a sprawling plan that would place 5-gigawatt AI data centers in different US cities, Bloomberg reports.
The AI company's CEO, Sam Altman, supposedly pitched the plan after a recent meeting with the Biden administration where stakeholders discussed AI infrastructure needs. Bloomberg reviewed an OpenAI document outlining the plan, reporting that 5 gigawatts "is roughly the equivalent of five nuclear reactors" and warning that each data center will likely require "more energy than is used to power an entire city or about 3 million homes."
According to OpenAI, the US needs these massive data centers to expand AI capabilities domestically, protect national security, and effectively compete with China. If approved, the data centers would generate "thousands of new jobs," OpenAI's document promised, and help cement the US as an AI leader globally.
But the energy demand is so enormous that OpenAI told officials that the "US needs policies that support greater data center capacity," or else the US could fall behind other countries in AI development, the document said.
Energy executives told Bloomberg that "powering even a single 5-gigawatt data center would be a challenge," as power projects nationwide are already "facing delays due to long wait times to connect to grids, permitting delays, supply chain issues, and labor shortages." Most likely, OpenAI's data centers wouldn't rely entirely on the grid, though, instead requiring a "mix of new wind and solar farms, battery storage and a connection to the grid," John Ketchum, CEO of NextEra Energy Inc, told Bloomberg.
That's a big problem for OpenAI, since one energy executive, Constellation Energy Corp. CEO Joe Dominguez, told Bloomberg that he's heard that OpenAI wants to build five to seven data centers. "As an engineer," Dominguez said he doesn’t think that OpenAI's plan is "feasible" and would seemingly take more time than needed to address current national security risks as US-China tensions worsen.