OpenAI has urged the United States to significantly increase its energy capacity to maintain a competitive edge in the global AI race against China. The company recommends the construction of 100 gigawatts of new energy capacity annually, highlighting the disparity as China recently added 429 gigawatts compared to the US's 51 gigawatts. OpenAI stressed that electricity is the new oil for AI infrastructure, warning that without substantial energy investments, the US risks losing its AI leadership position.