Executive order on advancing United States leadership in AI infrastructure
The Executive Order aims to strengthen U.S. leadership in AI by developing domestic infrastructure, emphasizing national security, economic competitiveness, clean energy, and collaboration between government and private sectors for innovation.
Read original articleThe Executive Order on Advancing United States Leadership in Artificial Intelligence Infrastructure aims to enhance the nation's capabilities in AI technology, emphasizing its importance for national security and economic competitiveness. The order outlines the necessity of developing AI infrastructure domestically to prevent reliance on foreign systems and to ensure the U.S. remains at the forefront of AI advancements. It highlights the need for significant private-sector investment in advanced computing and energy infrastructure to support AI's growing demands. The order establishes five guiding principles for the development of AI infrastructure, focusing on national security, economic competitiveness, clean energy utilization, consumer cost management, and community benefits. It emphasizes collaboration between the federal government and private sector to foster a vibrant technology ecosystem, ensuring that AI development creates jobs and supports local communities. The order also stresses the importance of clean energy in powering AI data centers and aims to modernize energy infrastructure while maintaining low electricity costs for consumers. Overall, the initiative seeks to position the U.S. as a leader in AI while addressing environmental and economic concerns.
- The Executive Order focuses on enhancing U.S. leadership in AI for national security and economic competitiveness.
- It emphasizes the need for domestic AI infrastructure to reduce reliance on foreign systems.
- The order outlines five guiding principles for AI infrastructure development, including clean energy and community support.
- Collaboration between the federal government and private sector is crucial for fostering innovation and job creation.
- The initiative aims to modernize energy infrastructure while ensuring low electricity costs for consumers.
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1. Early 2025: Identify Federal sites for AI data centers, clean energy facilities, and geothermal zones. Streamline permitting processes and draft reporting requirements for AI infrastructure. Develop a plan for global collaboration on trusted AI infrastructure.
2. By Mid-2025: Issue solicitations for AI infrastructure projects on Federal sites. Select winning proposals and announce plans for site preparation. Plan grid upgrades and set energy efficiency targets for AI data centers.
3. By Late 2025: Finalize all permits and complete environmental reviews. Begin construction of AI infrastructure and prioritize grid enhancements.
4. By 2027: Ensure AI data centers are operational, utilizing clean energy to meet power demands.
5. Ongoing: Advance research on energy efficiency and supply chain resilience. Report on AI infrastructure impacts and collaborate internationally on clean energy and trusted AI development.
Couple concerns:
- I loath to believe in silver bullets. The executive branch seems to believe that investing in AI (note: the order, despite the extensive definitions, leaves Artificial Intelligence undefined) is the solution to US global leadership, clean energy, national defense and better jobs. Rarely if ever is one policy a panacea for so many objectives.
- I am skeptical of government "picking the winners". Markets do best when competitive forces reward innovation. By enforcing an industrial policy on a nascent industry, the executive may just as well be stifling innovation from unlikely firms.
- I am always worried about inducing a _subsidy race_ whereby countries race to subsidize firms to gain a competitive advantage. Other countries do the same, leading to a glut of stimulus with little advantage to any country.
- Finally, government bureaucracy moves slowly (some say that's the point). What happens if a breakthrough innovation in AI radically changes our needs for the type, size or other characteristic of these data centers? Worse still, what happens if we hit another AI winter? Are we left with an enormous pork barrel project? It's hard to envision the federal government industrial policy perfectly capturing future market needs, especially in such a fast moving industry as tech.
> require adherence to technical standards and guidelines for cyber, supply-chain, and physical security for protecting and controlling any facilities, equipment, devices, systems, data, and other property, including AI model weights
> plans for commercializing or otherwise deploying or advancing deployment of appropriate intellectual property, including AI model weights
It contains a lot of good stuff, also on geothermal and nuclear; long term storage; improving power transmission infrastructure; attempting to address the impact of AI on electricity rates for regular consumers; improving data transparency and communications of interconnections; improving the permitting flow for critical (clean) infrastructure; and a bunch of other stuff.
The likelihood of it all surviving the incoming administration seem low, but given how it aligns with already present structural trends (and downright critically important needs in terms of power infrastructure at least), there's a good chance some parts will.
It's more an energy policy EO than an AI EO, and it's both ambitious and objectively positive for combating climate change. Maybe we could at least read the damn thing before filling the comments with low effort cynicism?
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