Report: Rocket Fuel For America’s AI Moonshot 2025
The race to develop artificial general intelligence (AGI) will be the most significant economic and national security clash between the world’s great powers over the next generation. In echoes of the Space Race, the United States has the assets — intellectual, capital, and energy — to win, but early overconfidence and the misguided reliance on “green” energy are unforced errors in the AI competition that the United States can not afford to lose.
Of the three, somewhat mutually reinforcing, pillars for a workable AGI development strategy — technological prowess, liquid capital markets to support the massive investments required, and available and affordable energy sources —only the last of these is meaningfully imperiled in America. This is not due to any resource scarcity, but because too many leaders have embraced energy sources that undercut our competitive edge in energy.
If the United States is determined to win the race to AGI — and it should be — it will require an energy policy that utilizes all of our baseload generation resources, and much more of it. In the near term, that charge will necessarily be led by natural gas-fired electric generation.
April 28, 2025