OpenAI has requested the Trump administration broaden the CHIPS Act tax credit to include AI infrastructure. The company proposes extending the 35% tax credit, currently focused on semiconductor manufacturing, to encompass AI data centres, AI server production, and essential electrical grid components. This expansion aims to lower capital costs, de-risk early investments, and stimulate private financing for AI development within the U.S.
OpenAI's proposal also seeks to expedite the permitting process for AI infrastructure projects, including transmission lines, under environmental regulations. The company's internal analysis suggests a potential $1 trillion investment in AI infrastructure could significantly boost the GDP. OpenAI has committed $1.4 trillion towards advanced AI systems and data centre networks.
The request highlights the debate around government support for AI infrastructure financing. While OpenAI has clarified they are not seeking a bailout, they advocate for measures to ensure a robust domestic supply chain for critical AI components.
