Recently, OpenAI wrote a letter to the U.S. government, detailing the company's ambitions in building data centers and requesting support from the government. The letter was written by Chris Lehane, OpenAI's Chief of Global Affairs, addressed to Michael Kratsios, the Director of the White House Office of Science and Technology Policy. In the letter, Lehane proposed that the government should consider expanding the Advanced Manufacturing Investment Credit (AMIC) to include projects related to grid components, artificial intelligence servers, and data centers.

Supercomputer Data Center (3)

Image source note: The image is AI-generated, and the licensing service provider is Midjourney.

AMIC is a 35% tax credit policy introduced by the Biden administration in the CHIPS Act. Lehane pointed out in the letter that expanding the scope of AMIC would reduce capital costs, reduce the risk of early investments, and attract private capital to help alleviate bottlenecks in the construction of AI infrastructure in the United States.

Additionally, OpenAI also called on the government to expedite the approval and environmental review processes for these projects and to establish strategic reserves of raw materials, including copper, aluminum, and processed rare earth minerals, to support the construction of AI infrastructure. Although OpenAI first released the letter on October 27, it wasn't until recent comments by company executives sparked broader discussions that this proposal gained public attention.

At an event in The Wall Street Journal, OpenAI's Chief Financial Officer, Sarah Friar, said that the government should provide "support" for OpenAI's infrastructure loans. However, she later clarified on LinkedIn: "OpenAI is not seeking government support for our infrastructure commitments; I used the word 'support,' which caused a misunderstanding."

OpenAI's CEO, Sam Altman, also expressed his views, stating that OpenAI does not want the government to guarantee data centers. He pointed out that the government should not choose "winners" or "losers," and taxpayers should not subsidize companies that make poor decisions in the market. However, he acknowledged that the discussion about loan guarantees was aimed at supporting the construction of U.S. semiconductor manufacturing facilities.

Altman also said that OpenAI expects annualized revenue to exceed $20 billion by the end of 2025 and plans to achieve growth of tens of billions of dollars by 2030. He revealed that OpenAI has already committed to investing $1.4 trillion over the next eight years.

Key Points:   

🌐 OpenAI suggests expanding the tax credit to AI servers and data centers to support infrastructure development.   

🚀 Expanding the scope of AMIC can reduce investment risks and attract private capital into the AI field.   

💰 OpenAI expects to achieve $20 billion in annual revenue by 2025 and plans to invest $1.4 trillion over the next eight years.