The US House Committee on Energy and Commerce recently held a critical hearing. While the topics may seem disparate, they actually intersect: artificial intelligence, energy demand, and global competition. This session, attended by experts in technology, energy policy, and semiconductor manufacturing, was packed with important lessons not only for the US but for the entire world. If you don't have enough time to watch the four-and-a-half-hour session, you might want to pay attention to the words of former Google CEO Eric Schmidt. Schmidt emphasizes that the AI revolution signals a new era in human history and emphasizes that the US must invest significantly more in energy to maintain its AI leadership against China.
He also notes that China's "all-out state-driven" approach, massive investments, and vast data processing infrastructure constitute a growing strategic opportunity for the US. According to Schmidt, the US should not limit its response to China's aggressive strategy solely to government policies; it should also develop a comprehensive and multi-layered strategy that will integrate universities, the private sector, and the entrepreneurial ecosystem. An energy policy based on "all available resources" is on the agenda in the US. Renewables, natural gas, small modular nuclear reactors, and even new technologies like fusion must be part of the bigger picture. However, the challenge doesn't end with production alone. Modernizing transmission lines, ensuring grid reliability, and streamlining permitting processes are also essential for rapid implementation of new investments. Another important aspect is that Democrats and Republicans have found common ground on this reform.
The discussions on artificial intelligence naturally encompass the semiconductor industry. A similar picture emerges here. Representatives of US-based Micron Technology openly state that competition is impossible without cheap and reliable energy. While the US aims to regain a leading position in semiconductor production in this sector thanks to the "Chips and Science Act," foreign dependence on critical minerals remains a serious risk. A supply chain disruption underestimated today could cripple the US in the AI race tomorrow.
Ensuring public trust is as crucial as paving the way for innovation in artificial intelligence. The committee's submissions emphasized the need for a single regulatory standard at the federal level. Different state-by-state rules slow down companies and create uncertainty. The proposed model, however, offers regulations that vary depending on the specific application. Stricter oversight in sensitive areas like healthcare and finance, while more flexible rules apply to other areas. Furthermore, establishing a national AI data reserve, having security standards set by institutions like NIST, and developing a global governance model reflecting democratic values are among the most prominent ideas. Data privacy and data minimization are cornerstones of building trust. Unless people believe their data will be protected, even the most advanced AI solutions will not be accepted by society.
Artificial intelligence is undoubtedly not only a matter of economic competition but also of national security. It poses risks in many areas, from offensive cyber operations to biological and nuclear threats. Therefore, it is crucial that relevant agencies in every country, not just the US, test AI models through "red teaming" (vulnerability testing) and eliminate the possibility of misuse. Furthermore, and not surprisingly, the competition for talent in the AI field is also becoming increasingly fierce. Countries like China are now considered destinations for high-skilled workers, not destinations to emigrate from. Developed countries are now facing even greater challenges in attracting high-skilled workers or digital nomads.
One of the most striking points of the session was the similar concerns expressed by Democrats and Republicans on many fronts: energy supply security, grid resilience, and addressing regulatory uncertainty. A common language was found in all these areas. While there has been criticism of the uncertainties created by new tariff policies, incentive cancellations, and arbitrary regulations, both sides agree that AI, energy security, and global competitiveness should not be considered in isolation. Ultimately, we are in a time when we must consider AI, energy security, and global competitiveness together. The decisions made today will shape the future not only of technology or energy companies, but also of societies.
