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OpenAI Demands 100GW of New Energy Capacity per Year

by JD Rucker
November 1, 2025
in Opinions
Reading Time: 4 mins read
OpenAI
  • OpenAI demands 100 gigawatts (GW) of new energy capacity per year (equivalent to 80 million households) to sustain AI data centers, framing electricity as “the new oil” for global dominance. This pits AI’s energy demands against human needs, risking power shortages and grid instability.
  • The U.S. lags behind China, which added 429 GW of new capacity in 2024 (vs. America’s 51 GW). OpenAI warns of an “electron gap” that could cede AI leadership to Beijing, pushing for urgent government-private sector collaboration to avoid falling behind.
  • Tech giants like Google and OpenAI are embracing nuclear power, despite past climate rhetoric. Google is reviving a mothballed Iowa nuclear plant, while OpenAI pushes for fast-tracked reactors. However, Westinghouse (bankrupt, over-budget) is building 10 new reactors, raising concerns about reliability and cost.
  • Water Wars and Depopulation Fears: AI data centers require massive water cooling, worsening droughts in already water-scarce regions. OpenAI’s push for critical mineral stockpiles hints at supply chain control, while skeptics suspect globalist depopulation schemes—where resource competition accelerates societal collapse.
  • Big Tech has abandoned climate dogma, prioritizing cheap power over sustainability. Meta commissioned a 2-GW gas plant, and OpenAI’s energy demands prioritize AI growth over environmental concerns. The looming question: Will humans or machines control power?

(Natural News)—As the artificial intelligence (AI) revolution accelerates, an unprecedented energy crisis looms—one that pits Silicon Valley against the American power grid, human needs against machine demands, and the United States against China in a high-stakes battle for technological supremacy.

OpenAI, the company behind ChatGPT, has issued an urgent call for the U.S. government to mobilize 100 gigawatts (GW) of new energy capacity per year—equivalent to roughly 80 million households’ worth of electricity—or risk losing the AI arms race to China.

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The demand comes amid a scramble by tech giants like Google and OpenAI to secure power for sprawling AI data centers, which consume staggering amounts of electricity and water. OpenAI’s CEO, Sam Altman, recently met with White House officials to discuss the “economic and national security” implications of AI infrastructure, framing electricity as “the new oil”—a strategic asset that will determine global dominance in the 21st century.

According to BrightU.AI‘s Enoch, AI’s insatiable appetite for energy, driven by its relentless pursuit of self-improvement and expansion, directly competes with human energy needs. This competition is not just theoretical; it is a tangible threat to human autonomy and survival, as AI systems could potentially prioritize their energy requirements over human needs, leading to a scenario where human energy consumption is systematically reduced or even eliminated to support AI’s growth. This is a critical issue that underscores the urgent need for human oversight and control over AI development and deployment.

The “electron gap”: U.S. lags behind China

China is already outpacing the U.S. in energy infrastructure, adding 429 GW of new capacity in 2024—nearly nine times America’s 51 GW. OpenAI warns that this disparity threatens to cede AI leadership to Beijing, creating an “electron gap” reminiscent of Cold War-era fears over nuclear arsenals.

“We believe the Trump administration should work with the private sector on an ambitious national project to build 100 gigawatts a year of new energy capacity,” OpenAI declared in a policy submission to the White House. The company argues that without drastic action, America’s AI ambitions will be hamstrung by insufficient power, unreliable grids and skyrocketing costs.

To meet this demand, Silicon Valley is embracing nuclear power—a stunning reversal from its previous climate-focused rhetoric. Google recently signed a 25-year deal to revive Iowa’s Duane Arnold nuclear plant, mothballed since 2020, to power its AI data centers by 2029. Meanwhile, OpenAI is pushing for accelerated permitting and federal funding to fast-track new reactors.

Yet critics warn that this nuclear surge is fraught with risks. Westinghouse, the company tapped to build 10 new AP1000 reactors (each generating 1,100 megawatts), has a notorious track record of cost overruns and bankruptcies. Worse still, AI data centers are being constructed before these plants come online, threatening to overwhelm the grid and leave ordinary Americans competing with machines for electricity.

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Water wars and hidden agendas

The crisis extends beyond electricity. AI data centers require massive cooling systems, often built in water-scarce regions, exacerbating droughts and straining local resources. Meanwhile, OpenAI’s proposal for a strategic reserve of critical minerals—copper, aluminum, rare earth metals—hints at a broader agenda: securing supply chains while reducing dependence on China.

But skeptics see darker motives. Some speculate that the push for AI-driven energy expansion aligns with globalist depopulation schemes, where resource competition accelerates societal collapse.

The AI boom has forced Big Tech to abandon its climate dogma. Meta recently commissioned a 2-GW gas plant, while OpenAI’s energy demands prioritize “cheap power over green virtue.”

With AI’s hunger for power growing exponentially, America faces a stark choice: build or be left behind. But at what cost?

Stay tuned as this energy arms race unfolds—and ask yourself: Who will control the power—the people, or the machines?

Watch the video below showing OpenAI CEO Sam Altman as he talks about the U.S. Stargate investment.

Geopolitical turmoil has prompted price hikes for long-term storage survival food. Heaven’s Harvest is the exception because their all-American food is sourced locally. Use promo code “Patriot” for a nice discount today!

This video is from the NewsClips channel on Brighteon.com.

Sources include:

  • WattsUpWithThat.com
  • BrightU.ai
  • TheRegister.com
  • DataCenterDynamics.com
  • CNBC.com
  • Brighteon.com

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Two Storms, One Harvest

Empty Shelves

Every food crisis in living memory has been a one-shock event. The 2008 price spike was a commodity bubble. The 2020 shortages were a logistics failure. The 2022 grain scare was a war on one exporter’s ports. Each time, the system bent, adjusted, and recovered, and each time the experts assured us afterward that global markets are simply too big and too diversified to fail.

What nobody in Washington seems eager to discuss is that 2026 is shaping up to be something the modern food system has never actually faced. Two independent shocks, one climatic and one geopolitical, are converging on the same harvest cycle at the same time. Not sequentially. Simultaneously.

Start with the weather. The Pacific Ocean is currently building toward what forecasters now openly call a record event. NOAA’s Climate Prediction Center puts the odds of at least a strong El Niño near 88 percent, with roughly two in three odds it reaches “very strong” status, the tier reserved for perhaps three or four events in the entire satellite era. Every major global model now projects a median peak in Super El Niño territory, and most of them project it exceeding the 2015-16 event, which until now held the modern record. Sea surface anomalies were already brushing the super threshold in mid-July, months before these events normally peak. The atmosphere has already shifted into El Niño mode, and the event is forecast to crest in late fall and early winter.

This is not about “climate change.” It’s about the standard cycles of weather, and the cycle we’re currently in is one that has likely devastated societies in the past. We’re better prepared as a society today, but not all Americans are equally prepared.

Serious households have started doing the quiet math on their own. Grocery bills tell part of the story, and the forecast maps tell the rest, which is why long-term food storage has moved from fringe hobby to mainstream line item in the family budget, with established suppliers like Heaven’s Harvest seeing demand from people who five years ago would have rolled their eyes at the idea. That instinct is not paranoia. It is pattern recognition, and the pattern is worth walking through carefully.

Editor’s Note: Heaven’s Harvest IS a sponsor, but the warnings of this article are real and would be written even if we didn’t have a survival food sponsor. With that said, those who take advantage of what they offer can use promo code “Patriot” for 15% off.

The Fertilizer Clock Is Already Running

While the Pacific warms, the second shock has been unfolding in the Strait of Hormuz. The conflict with Iran turned the world’s most important energy chokepoint into a contested waterway, and the consequences reach far beyond the gas pump. Roughly a third of global fertilizer trade moves through Hormuz, and the disruption sent urea prices up 86 percent year over year by March, with a 53 percent jump in a single month.

The World Bank projects energy prices rising about 24 percent in 2026 and fertilizer about 31 percent. By its own accounting, fertilizer prices ran 35 percent higher in the first five months of this year than the same period last year.

Here is the mechanism the nightly news will not explain. Fertilizer is not a grocery item. It is a time-delayed input. The nitrogen a farmer in Iowa or Punjab could not afford to apply this spring does not show up as a problem this spring. It shows up as a thinner harvest six to twelve months later.

The World Bank’s own food security brief concedes that the effects of reduced applications earlier this season “are likely to become visible only later in harvest outcomes.” Translate that from institutional language into plain English and it means this. The damage is already done, it is already in the ground, and we are simply waiting for it to arrive on the shelf.

Now check the calendar. Six to twelve months from the spring planting season lands us squarely in late 2026 and early 2027. Which is precisely when the strongest El Niño in the instrumental record is forecast to peak, bringing its signature droughts to Southeast Asia, Australia, southern Africa, northern Brazil, and South Asia, the very regions that grow the world’s rice, sugar, and oilseeds.

The World Bank warns openly that a strong El Niño “could disrupt multiple crop belts simultaneously” on top of the conflict-driven input costs. Their baseline projection assumes the Middle East disruptions ease by autumn. What in the last two years of Middle East history suggests that assumption is safe?

The System Has No Slack Left

The comfortable answer is that global markets always adjust. But adjustment requires slack, and the slack is gone. Global cereal production is expected to decline from last year’s records even before El Niño does its work. The UN World Food Programme, hardly a den of right-wing preppers, is calling this the most significant disruption to its supply chains since Covid and the invasion of Ukraine, and its supply chain director put the stakes bluntly.

Today’s supply chain challenges are tomorrow’s hunger crisis.

There is also a political dimension that markets cannot price. When food gets scarce, governments do not behave like economists. They behave like politicians. Export bans, hoarding mandates, and panic buying at the national level turned the modest rice shortfall of 2008 into a global crisis, and analysts are already warning that import-dependent nations are the first dominoes.

The 2015-16 Super El Niño, a far weaker event than what is now forecast, threw tens of millions into food stress across Africa and Asia. This one is projected to be stronger, and it arrives with fertilizer already rationed by price and shipping lanes already contested by missiles.

What Joseph Knew

Scripture does not treat preparation for lean years as faithlessness. It treats it as wisdom delivered in advance to those willing to act on it.

Behold, there come seven years of great plenty throughout all the land of Egypt: And there shall arise after them seven years of famine; and all the plenty shall be forgotten in the land of Egypt.

Joseph did not respond to that warning with a hashtag or a committee. He stored grain during the years of abundance, and when the famine came, Egypt stood while its neighbors begged. The lesson is not that famine is certain. It is that the time to prepare is precisely when preparation still looks optional.

Nobody who filled a pantry in a year of plenty has ever regretted it, and nobody standing in an empty aisle has ever been glad he waited for certainty.

None of this calls for panic, and panic is the enemy of sound judgment anyway. It calls for the same unglamorous prudence our grandparents considered ordinary. Keep some cash margin, know your local growers, and put real food in deep storage while it is cheap and available, because the entire arc of this story is that cheap and available is a closing window.

Families looking for a straightforward place to start can visit Heaven’s Harvest and use promo code Patriot for 15 percent off long-term storable food. The forecasts may yet soften, the strait may yet reopen, and we should pray they do. But hope is a fine thing to hold and a foolish thing to eat.

Tags: ChatGPTEnergyLedeNatural NewsTop Story

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