
Policy filing urges inclusion of AI servers, data centers, and grid hardware under semiconductor subsidy.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works .
(Image credit: Getty Images) OpenAI has asked the Trump administration to expand a major CHIPS Act tax credit to support the build-out of AI infrastructure, including servers, data centers, and power systems. The company submitted the proposal in October as part of the Office of Science and Technology Policy’s public consultation on long-term AI policy, according to a policy document posted online by OpenAI .
At issue is the Advanced Manufacturing Investment Credit (AMIC), a 25% investment tax credit created under Section 48D of the Internal Revenue Code. Finalized by the Treasury Department in 2024, the credit currently applies to capital expenditures related to semiconductor manufacturing and tooling. OpenAI is urging the administration to broaden that scope, arguing that the same incentive should apply to domestic production of AI servers, as well as to the construction of AI data centers and supporting grid infrastructure.
The company frames the expansion as a way to lower the cost of capital for U.S.-based AI infrastructure, accelerate deployment timelines, and strengthen supply chains that are already under pressure. The filing specifically calls out high-voltage transformers, HVDC converters, and transmission lines as long-lead bottlenecks that merit federal support. It also recommends additional grants, loans, and loan guarantees to ensure critical components are manufactured at a sufficient scale.
OpenAI walks back statement it wants a government 'backstop' for its massive loans
China and America's AI war isn't just about compute, it's about energy
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/openai-asks-us-to-expand-chips-act-tax-credit-to-cover-ai-infrastructure#main
- https://www.tomshardware.com
- How NVIDIA GeForce RTX GPUs Power Modern Creative Workflows
- Nvidia's RTX 5000 Super could be cancelled or get pricier due to AI-induced GDDR7 woes — rumor claims 3 GB memory chips are now too valuable for consumer GPUs
- AMD’s rare PlayStation 5 APU-based BC-250 mining board resurfaces for $120 and can actually run Cyberpunk 2077
- The world is overly reliant on one US-located mine for critical chipmaking material, but China is working to break the stranglehold — China investing over $14 m
- GTA 6 delayed again, this time to November 2026 — Rockstar says extra time needed to deliver quality that players have 'come to expect and deserve'
Informational only. No financial advice. Do your own research.