Lynn Johannson, Advisor, Sustainability and ESG
January 4th, 2024
AI | Jan 15, 2025
Image: AI in America Report cover (OpenAI's Economic Blueprint)
At the start of the week, OpenAI published a 15 page PDF overview of 'AI in America: Economic Blueprint' outlining its take on how the United States can lead artificial intelligence globally with a focus on chips, data, energy, and talent 'oh my' (remember that verse from the Wizard of Oz?). Those foundations of AI leadership are aligned with said overarching goals being competitiveness and security, regulation (rues), and infrastructure. As the U.S. presses forward, Canada should feel the urgency to compete and should rethink it's actionable AI strategies, especially as the threat of 25% tariffs cloud economic trade relations. This article reviews the blueprint and looks at actionable strategies for Canada to consider.
The report talks about foundational pillars that will help focus resources to drive AI innovation while sustaining global competitiveness.
There's a reason why NVIDIA and other chip companies are in hot demand. At the heart of every AI system is the required hardware like chips and semiconductors to allow AI models to process enormous amounts of data and lightening speed. The U.S. recognizes this and in addition to the latest restrictions on chip exports has passed the CHIPS Act investing USD $52 billion rebuild the domestic U.S semiconductor industry to reduce reliance on foreign suppliers and improve supply chain resistance. The CHIPS Act also includes federal incentives to encourage companies to set up top notch chip production plants. The blueprint also advocates for creating economic zones focused on semiconductor R&D to boost innovation and jobs. These initiatives are to avoid hardware bottlenecks that could slow innovation while boosting competitiveness in the global chip market.
AI models are only as good as the data they are trained on, which is a concern given Elon Musks' recent announcement about human data for AI being depleted. Further, human data needs to be high quality and diverse to enable breakthroughs in sectors like healthcare, transportation or finance. Data is not just the 'new oil' but it's a strategic asset that individuals, companies, and governments around the world want to control to drive innovation and economic growth.
The U.S. government is mobilizing large amounts of public data for use in AI development with open data initiatives like data.gov and supporting the creation of data standards and protocols to ensure interoperability and security. Government, academic and industry partnerships are being encouraged, and tech giants are creating ecosystems where private data can be used responsibly like Google AI and Amazon's commitments.
Like Bitcoin (crypto), AI processing to train large language models or handle transactional queries consumes a staggering amounts of energy, sparking discussions around the need for sustainable AI. To address this challenge, the U.S. is integrating clean energy into its AI infrastructure by investing in renewable energy projects and using AI itself to optimize energy grids to reduce carbon footprints while scaling operations. President Biden just days before leaving office, signed an order to expedite resources to support AI data centers. Partnerships are encouraged to pioneer green AI infrastructure that balances growth with environmental sustainability.
Even in the era of AI agents and the agentic web, AI systems can't really function without human creativity and the people who designed and built it. Top talent is the lifeblood of innovation including AI. The U.S. offers programs like the H-1B visa and world class universities which attract skilled engineers and data scientists and is a hub for global AI talent. The report suggests targeting immigration policies to attract AI professionals. Reskilling programs need to be funded to transition displaced workers from automation into AI-related jobs. Support for entrepreneurship in AI via grants, accelerators and public-private innovation hubs.
The economic blueprint has sparked discussion online from policymakers to industry experts and leaders. Many have lauded the blueprint for its approach to maintaining U.S. competitiveness via economic zones. Some are warning that such a strong focus to counter China's AI advancements may escalate geopolitical tensions, hurting global collaboration. Overall, the blueprint represents a 'think big' and ambitious vision but raises key questions about national priorities, energy sustainability and global cooperation.
As the U.S. accelerates its AI ambitions, Canada must adapt its strategy to its unique advantages and challenges to secure its AI future.
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