OpenAI’s response to the Department of Energy on AI infrastructure
On May 7, 2025, OpenAI submitted AI infrastructure proposals to the US Department of Energy, urging federal land use, faster permitting, and financial incentives for AI supercomputer hubs. The post says the first Stargate campus is underway in Abilene, Texas, and more sites are being evaluated in Texas and other states; it does not disclose specific tax, power-pricing, or lease terms. The real signal is policy positioning: OpenAI is framing data centers, energy, and permitting as a national industrial agenda.
Why it matters: This is a primary-source policy filing, not a product update, but HKR-H/K/R all land because it connects federal land, permitting, and power to AI compute expansion. The DOE proposal and Abilene Stargate construction are concrete; undisclosed tax, power-price, and lease terms cap