Shanu Mathew Profile picture
Jul 23 5 tweets 3 min read Read on X
Ignoring some choice verbiage (e.g., DE&I or Climate), the AI Action Plan doc focuses on some ambitious goals related to ensuring America remains an AI leader.

Pillars I, II, III summarized:
i) Unleash AI: roll back EO 14110 regs, back open‑source/open‑weight, fund R&D & compute markets, grow talent.
ii) Build the stack: chips, DCs & power via NEPA/FAST‑41 fast‑tracks, grid upgrades, and new dispatchable geo/nuclear/fusion.
iii) Secure & lead globally: lock down frontier model misuse (bio/cyber), harden DOD/IC compute, police chip/export leaks.

Notable text from each Pillar below...https://www.whitehouse.gov/wp-content/uploads/2025/07/Americas-AI-Action-Plan.pdf
Pillar I: Accelerate AI Innovation

-Support Next-Generation Manufacturing: Invest in developing and scaling foundational and translational manufacturing technologies via DOD, DOC, DOE, NSF, and other Federal agencies using the Small Business Innovation Research program, the Small Business Technology Transfer program, research grants, CHIPS R&D programs, Stevenson-Wydler Technology Innovation Act authorities, Title III of the Defense Production Act, Other Transaction Authority, and other authorities

-Support Next-Generation Manufacturing: Through NSF, DOE, NIST at DOC, and other Federal partners, invest in automated cloud-enabled labs for a range of scientific fields, including engineering, materials science, chemistry, biology, and neuroscience, built by, as appropriate, the private sector, Federal agencies, and research institutions in coordination and collaboration with DOE National Laboratories.

-Build World-Class Scientific Datasets: Direct the National Science and Technology Council (NSTC) Machine Learning and AI Subcommittee to make recommendations on minimum data quality standards for the use of biological, materials science, chemical, physical, and other scientific data modalities in AI model training.
Pillar II: Build American AI Infrastructure

Create Streamlined Permitting for Data Centers, Semiconductor Manufacturing Facilities, and Energy Infrastructure while Guaranteeing Security:

-Establish new Categorical Exclusions under NEPA to cover data center-related actions that normally do not have a significant effect on the environment.

-Expand the use of the FAST-41 process to cover all data center and data center energy projects

-Explore the need for a nationwide Clean Water Act Section 404 permit for data centers

-Expedite environmental permitting by streamlining or reducing regulations promulgated under the Clean Air Act, the Clean Water Act, and others

-Make Federal lands available for data center construction and the construction of power generation infrastructure for those data centers
Pillar II Continued:

Develop a Grid to Match the Pace of AI Innovation:

-The United States must prevent the premature decommissioning of critical power generation resources and explore innovative ways to harness existing capacity, such as leveraging extant backup power sources to bolster grid reliability during peak demand. A key element of this stabilization is to ensure every corner of the electric grid is in compliance with nationwide standards for resource adequacy and sufficient power generation capacity is consistently available across the country.

-Optimize existing grid resources as much as possible. This involves implementing strategies to enhance the efficiency and performance of the transmission system. The United States must explore solutions like advanced grid management technologies and upgrades to power lines that can increase the amount of electricity transmitted along existing routes

-Prioritize the interconnection of reliable, dispatchable power sources as quickly as possible and embrace new energy generation sources at the technological frontier (e.g., enhanced geothermal, nuclear fission, and nuclear fusion). Reform power markets to align financial incentives with the goal of grid stability, ensuring that investment in power generation reflects the system’s needs.
Pillar III: Lead in International AI Diplomacy and Security

-Strengthen AI Compute Export Control Enforcement: Strengthen AI Compute Export Control Enforcement

-Strengthen AI Compute Export Control Enforcement: Evaluate frontier AI systems for national security risks in partnership with frontier AI developers, led by CAISI at DOC in collaboration with other agencies with relevant expertise in CBRNE and cyber risks.

-Prioritize the recruitment of leading AI researchers at Federal agencies, including NIST and CAISI within DOC, DOE, DOD, and the IC, to ensure that the Federal government can continue to offer cutting-edge evaluations and analysis of AI systems

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More from @ShanuMathew93

Dec 23, 2024
(1/9) New @BerkeleyLab @ENERGY shows dramatic changes in U.S. data center energy use. In 2014-2016, consumption was stable at ~60 TWh/year. But by 2023, it reached 176 TWh - over 4% of total U.S. electricity use (+up to 6-12% by 2028). The culprit? The rise of AI computing.Image
(2/9) Looking ahead to 2028, data centers could consume between 325-580 TWh annually - up to 12% of projected U.S. electricity use. This massive growth is primarily driven by AI workloads and GPU-accelerated computing.Image
(3/9) The industry has made significant strides in efficiency. Average Power Usage Effectiveness (PUE) improved from 1.6 in 2014 to 1.4 in 2023. Expected to reach 1.15-1.35 by 2028 as more computing moves to efficient hyperscale facilities.Image
Read 9 tweets
Jun 14, 2024
Incredible presentation. My favorite slides below. 🧵

Manufactured technologies (e.g., solar and wind) enjoy cost learning curves; (fossil) commodities don’t... which also means they grow faster. Even neutral actors modeled in linear terms. But change has been exponential.Image
Image
Image
Electricity is the largest supplier of useful* energy.

Useful energy is the total energy left after all processing and conversion losses.Image
Efficiency gains since 2010 have reduced energy demand growth more than any other fact. Efficiency gains over the last decade were one fifth
of primary energy demand in 2022 of 632 EJ.Image
Read 6 tweets
Jun 29, 2023
I wish everyone that spouted off on the ICE vs. EV debate had to simply acknowledge first that most of the energy you put into a gasoline car is wasted and EVs are far more efficient at converting energy to motion. This is a simple, objective fact.
While we're at it, this is also true for all combustion of fossil fuels. Most of the energy burned becomes waste heat! I wish more people knew that when arguing this stuff. Imagine on a first principles basis arguing that the optimal state is one that wastes 2/3 of the output.
This isn't an argument saying all fossil fuels are bad. All energy is good-just cleaner and dirtier forms of it.

I'm acknowledging on a systems basis that the current status quo results in a lot of waste we can prevent and we should redesign where we have better solutions.
Read 5 tweets
Feb 12, 2023
This will be Decarbonization’s equivalent version of Mary Meeker’s landmark Internet Trends report. Incredible resource from one of the best minds on the topic. Check it out ⬇️
Some of the charts/visuals/points that stood out most to me.

The US uses 40% of its corn crop to meet 10% of its motor gasoline demand. Image
China's renewables out-generate all of Europe Image
Read 15 tweets
Nov 20, 2022
Two great macro pods that I'd highly recommend

1) @LeitnerJim on @breaking_fever on the relationship between levels of democracy and market returns.

2) @BobEUnlimited on @joincolossus @InvestLikeBest masterclass on how to think about macro/economic cycles.

Incredible orators.
Financial markets, democracy, and power with Jim Leitner open.spotify.com/episode/2hfy3c…
Bob Elliott - A Macro Tour joincolossus.com/episodes/69469…
Read 4 tweets
Nov 18, 2022
Compiling some resources, charts, and company quotes on the impact the IRA is having on capital deployment, corporate strategy, and reshoring industries critical to our clean energy future. Let's visit all the announcements and commentary after 3Q/422 earnings season 🧵
First off, from a tends perspective, there were 2,500+ mentions in 3Q22 and 1800+ mentions of the Inflation Reduction Act for companies that reported in 3Q22 and 4Q22. Snapshot of the companies that mentioned it most - mix of clean energy, utilities, and auto companies. Image
Bloomberg has some great figures that compile a ton of announcements across Solar, EV production, and batteries.

"Biden Climate Law Spurs at Least $16.2 Billion of Cleantech"

Sources:
1) bnef.com/news/1101105?e…
2) bnef.com/shorts/14923
3) bnef.com/shorts/15045 ImageImageImage
Read 31 tweets

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