OpenAI, AMD, CoreWeave and Microsoft gathered in Congress: AI infrastructure, chips, and education are the three major battlefields

The U.S. Senate held an AI Future Policy hearing this morning on 5/9, with top executives from OpenAI, AMD, CoreWeave, and Microsoft gathering together. They discussed AI chips, energy infrastructure, open ecosystems, AI democratization, and talent cultivation. The tech giants clearly expressed one thing: "This is a technological competition concerning national security, economy, and the future of human civilization. The United States cannot stop and cannot lose."

Sam Altman First Indicates AI Revolution Is Not the Future, But Now

OpenAI CEO Sam Altman stated that ChatGPT has now become the fifth largest website globally, with weekly active users exceeding 500 million. He emphasized:

• Scientists' productivity increased by 2 to 3 times

• Citizens can obtain better medical advice and education

• The United States must expand infrastructure, especially in electricity and computing power

Su Zifeng States AI Is a Global Race, with the US Leading but Must Not Relax

AMD CEO Su Zifeng stated:

• The United States currently leads in the AI field, but this is a marathon

• Pointed out that the US must maintain leadership in chip manufacturing, software integration, and application ecosystems

She urged the government to do five things:

1. Accelerate investment and capacity

2. Maintain innovation and openness

3. Strengthen domestic supply chain

4. Invest in AI talent education

5. Manage export controls without restricting technology dissemination

CoreWeave Started from a Garage, Now an AI Infrastructure Giant

CoreWeave CEO Michael Intrator approached from the perspective of industry scale and energy consumption, stating:

• The company grew 12,000% in just two years, with revenue reaching $1.9 billion

• Owns 30 data centers and 250,000 GPUs

• AI computing volume grew 100,000 times since 2018, traditional cloud simply cannot sustain it

He emphasized that "20th-century infrastructure cannot support 21st-century economy," and AI data centers need:

• Extremely high computing power

• Ultra-high-speed network

• Extremely strong cooling systems

• Ultra-high energy supply

He proposed four policy recommendations:

1. Stable policies and supply chain: Encourage industry investment

2. Rapid electricity and network construction: Energy policy must be reformed

3. Balance export control and global market expansion

4. Strengthen public-private collaboration and talent training: Currently collaborating with Microsoft and Princeton University

Microsoft's Brad Smith: Don't Underestimate AI, and Don't Underestimate Humans

Microsoft President Brad Smith concluded the entire session with one sentence:

"We are not building machines stronger than humans, but machines that help humans become better."

Starting from the "AI technology stack diagram", he emphasized:

• US AI leadership relies on the entire ecosystem, with each level being indispensable (from power plants to developers)

• Three key points: Innovation, dissemination, export

He also reminded the US government that with only 4.5% of the global population, to lead the world, the US must serve the world. To make the world trust US technology, it cannot just block, but must win trust.

AI Is the Next National Strategic Battle for the US, with Speed, Talent, and Trust Being Key

In summary, this hearing was not just a technology policy discussion, but a national-level AI mobilization order. The four industry leaders conveyed the same message from different perspectives:

"The AI revolution is underway. If the United States wants to win, it cannot be negligent and must involve everyone."