The U.S. AI strategy and alliance to compete with China will be unveiled by OpenAI.

• The blueprint for U.S. AI infrastructure proposed by OpenAI includes AI economic zones and government projects funded by private investors, as stated in a document obtained by CNBC.
• The company's blueprint, to be presented in Washington, D.C. on Wednesday, includes a North American AI alliance to rival China's AI alliances.
• In a recent interview with CNBC, Chris Lehane, the head of global policy at OpenAI, stated that the midwest and southwest could become key regions for data centers in the future.

CNBC has obtained a document detailing OpenAI's blueprint for U.S. AI infrastructure, which includes artificial intelligence economic zones, leveraging the U.S. Navy's nuclear power experience, and government projects funded by private investors. The company will present this plan in Washington, D.C. on Wednesday.

The blueprint proposes a North American AI alliance to rival China's initiatives and a National Transmission Highway Act as ambitious as the 1956 National Interstate and Defense Highways Act.

OpenAI envisions a bright future for AI, likening it to electricity as a foundational technology. The company predicts that investment in U.S. AI will result in thousands of jobs, economic growth, a modernized grid with nuclear power, new chip manufacturing facilities, and billions of dollars in global investment.

The new administration will collaborate with OpenAI on AI policy, as the company has announced its plans in a Wednesday presentation.

Trump intends to abolish Biden's AI executive order, which he believes stifles innovation and imposes left-wing ideals on AI development, and instead promotes AI development that prioritizes free speech and human well-being.

OpenAI's presentation proposes AI economic zones, jointly created by state and federal governments, to encourage states to expedite the approval process for AI infrastructure. The company aims to construct new solar arrays, wind farms, and repurpose unused nuclear reactors for use.

OpenAI suggested that states offering subsidies or support for companies launching infrastructure projects should mandate that a portion of the new compute be made accessible to their public universities to establish AI research labs and developer hubs aligned with their major commercial sectors.

OpenAI predicts the passage of a "National Transmission Highway Act" to enhance power, fiber connectivity, and natural gas pipeline construction. The company asserts that it requires "new authority and funding to streamline the planning, permitting, and payment for transmission," as current processes are insufficient to meet the growing demand driven by AI.

The government can reduce credit risk for private investors in high-cost energy infrastructure projects by committing to purchase energy and other means.

A North American AI Alliance and investment in more U.S. data centers

An AI alliance of Western countries in North America is predicted by OpenAI, which could potentially expand to a worldwide network, similar to a "Gulf Cooperation Council with the UAE and others in that region."

The company's vision for nuclear power includes acknowledging China's rapid expansion of nuclear power capacity in the past decade, which surpassed the US's capacity in 40 years. However, the US Navy operates around 100 small modular reactors (SMRs) to power its submarines, and leveraging this expertise could potentially lead to the construction of more civilian SMRs.

OpenAI's infrastructure blueprint aligns with Chris Lehane's view, as he told CNBC in a recent interview, that the Midwest and Southwest are potential core areas for AI investment.

According to Lehane, regions that have been neglected in the digital age, such as the midwest and southwest, have the potential to benefit from renewable energy sources like wind and solar farms, as well as nuclear facilities.

The U.S. maintaining a lead over China in AI is crucial for the development of infrastructure, as Lehane explained.

"Lehane advised standing up a data center in Kansas and Iowa, which has a wealth of agricultural data, to consider. A one-gigawatt data center, which is a significant amount, would take 200-250 megawatts, a quarter of that, and use their public university systems to create an agricultural-based LLM or inference model that would benefit their community and establish them as a center of agricultural AI."

By 2030, the US will require 50 gigawatts of energy to support the AI industry's needs and remain competitive against China, particularly given the country's recent approval of 20 nuclear reactors in the past two years and 11 more for the next year.

""We must compete with that," Lehane stated."

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