Energy Demand

OpenAI urges the U.S. to invest heavily in new energy infrastructure to compete with China in AI. Projects like “Stargate” demand enormous power, straining the U.S. grid. OpenAI advocates adding 100 gigawatts of new energy capacity annually to avoid an “electron gap” and secure leadership in AI. They highlight China’s rapid power expansion as a concern. Increased AI power demands could spur investment in renewable energy and grid infrastructure.

Artificial intelligence’s rapid growth drives an urgent energy, water, and waste crisis, with data centers projected to consume 3% of global electricity by 2030—surpassing nations like Japan or Germany. Training advanced models uses energy equivalent to thousands of homes annually, while daily inference operations, such as ChatGPT, require tenfold more power than standard searches, exacerbating carbon emissions and water depletion. Tech giants invest in renewables and nuclear, but infrastructure modernization lags behind AI’s exponential demand. Solutions include energy-efficient chips, grid-responsive designs, and policy benchmarks to align AI progress with sustainability, balancing innovation against ecological and ethical challenges.