Ben Della Rocca, former director for technology and national security on Biden's NSC, along with Arnab Datta and Tim Fist from IFP, discuss the urgent need for robust AI infrastructure in the U.S. They dive into the challenges of new power generation amidst soaring demand for compute and the implications of a 2025 executive order. The conversation reveals the potential of geothermal energy, the pitfalls of financing green power solutions, and the importance of prioritizing AI lab security against emerging threats.

Tim Fist, Director of Emerging Technology Policy, and Arnab Datta, Director of Infrastructure Policy, delve into the critical challenges facing AI infrastructure in the U.S. They discuss the alarming increase in electricity demands driven by AI advancements and the need for specialized chips and data centers. The conversation also touches on the geopolitical stakes of AI, barriers like energy generation and supply chain issues, and the implications of current federal policies. Their insights highlight America's race to enhance AI capabilities against global competition.