The race for artificial intelligence (AI), or superintelligence, will be won not just by technology companies, but by the nation that can deliver reliable, affordable and secure electricity.America is in a high-stakes sprint to lead the world in AI.
This technology will reshape our economy, strengthen national defense, transform manufacturing and determine which nations lead the next generation of innovation.But Washington and Silicon Valley cannot afford to ignore a glaring bottleneck: AI runs on electricity.America must dramatically expand its power generation and delivery infrastructure if it hopes to remain the global technology leader.Data centers are the backbone of this revolution.
They require enormous amounts of electricity, reliable grid connections and specialized infrastructure.Without sufficient power, advanced AI systems are little more than expensive hardware waiting for a connection.
This creates an immense opportunity for America’s electric utilities.For too long, utilities have been viewed simply as service providers.
Today, they are strategic partners in America’s economic competitiveness and national security.THE AI REVOLUTION WILL GO WHEREVER THERE'S ELECTRICITY — AND CHINA KNOWS ITTo win the AI race, America must unleash domestic energy production, accelerate infrastructure development, defend against cyber threats and ensure that the private sector — not residential ratepayers — finances this expansion.This is a crucial opportunity for the administration, Congress, state governments and the private sector to coordinate an energy strategy that prioritizes American competitiveness.A worker inspects equipment at Compass Datacenters’ Red Oak campus, where the company is training workers for careers in the fast-growing industry.
(Courtesy of Compass Datacenters)Electric utilities possess the engineering expertise and operational experience necessary to support data center expansion.They understand regional demand, transmission con...