From OpenAI's 'Seizing the AI Opportunity' post, published today. 'Electrons are the new oil, and we believe the Trump Administration should work with the private sector on an ambitious national project to build 100 gigawatts a year of new energy capacity.'

From the PDF: 'An analysis commissioned by OpenAl of our own plans to build Al infrastructure in the US finds that our plans over the next five years will require an estimated 20% of the existing workforces in skilled trades such as specialized electricians and mechanics'

- Expand tax credits that accelerate American manufacturing - Counter the PRC by de-risking US manufacturing expansion - Accelerate transmission line construction - Create a Strategic Reserve for the raw materials essential to Al infrastructure

There is a lot in here.

On Casey:

'This puts us on a clear path to securing the full $500 billion, 10 GW commitment we announced in January by the end of 2025 - ahead of schedule. We continue to evaluate additional sites across the US.'

They still has not tweeted this out yet, I might have missed it if not for @btibor91, you should follow him if you don't already.