Hearings to examine winning the AI race, focusing on strengthening United States capabilities in computing and innovation

US-China Technology CompetitionSenate Commerce, Science, and Transportation · 2025-05-08 · 119th Congress
The Senate Commerce, Science, and Transportation Committee held this hearing to examine U.S. Begins at 0:13:23
Transcript
Highlights

Title

Winning the AI race: computing, energy, and export policy

Purpose

The Senate Commerce, Science, and Transportation Committee held this hearing to examine U.S. leadership in artificial intelligence and how to strengthen American capabilities in computing infrastructure and innovation amid competition with China. Chair Ted Cruz and Ranking Member Maria Cantwell led a panel of four industry witnesses — OpenAI's Sam Altman, AMD's Dr. Lisa Su, CoreWeave's Michael Intrator, and Microsoft's Brad Smith — on regulation, energy, chips, export controls, and workforce needs. Members also pressed witnesses on child safety, deepfakes, bias, privacy, and job displacement. Begins at0:13:23

Who spoke

Chair Ted Cruz (R-TX)0:13:23: Argued America must beat China in AI and warned against EU-style "command-and-control" regulation, citing that only 6% of global AI startup funding flows to EU firms0:16:57; announced plans for a bill creating a federal "regulatory sandbox" for AI0:21:11; later pressed witnesses on China's AI progress, DeepSeek's significance, and the rescinded AI diffusion rule1:13:473:13:493:18:15.

Sen. Maria Cantwell (D-WA), Ranking Member0:21:53: Called for continued NSF investment and warned export controls "are not a trade strategy" but must ensure broad distribution of U.S.-made AI chips0:24:54; noted seven committee bills stalled in the last Congress0:26:49; pressed witnesses on the difference between industry standards and government-mandated ones0:54:59.

Sam Altman, OpenAI co-founder and CEO0:29:27: Said ChatGPT is used by more than 5 million people weekly and is roughly the fifth-biggest website globally0:29:27; described the Stargate project in Abilene, Texas as a multi-billion-dollar infrastructure investment0:51:51; said American AI models lead China by "not a huge amount of time"1:14:07; called a patchwork of 50 state AI laws "quite bad"2:30:48; said DeepSeek was "not a huge deal" but its open-source approach and consumer app were notable3:14:20.

Dr. Lisa Su, AMD Chair and CEO0:33:41: Said AMD powers the two fastest supercomputers in the world, at Oak Ridge and Lawrence Livermore national labs0:34:06; said the U.S. leads in AI chips today but China is "certainly catching up" via alternate approaches1:14:58; called DeepSeek's impact "somewhere in between" major and minor3:15:18.

Michael Intrator, CoreWeave co-founder and CEO0:38:59: Said CoreWeave operates more than 30 data centers across 15 states with over 250,000 GPUs, and revenue surged 12,000% in two years to $1.9 billion in 20240:39:51; called permitting for large power projects "excruciating"2:32:51; warned Europe's regulatory "balkanization" complicates large capital investment1:44:44.

Brad Smith, Microsoft Vice Chair and President0:44:17: Said Microsoft's number one U.S. permitting obstacle is the federal wetlands permit administered by the Army Corps of Engineers, taking 18–24 months versus 6–9 months for state/local permits1:31:06; said Microsoft has 872 pending energy permitting applications in more than 40 countries1:30:41; described a Wisconsin data center where Microsoft proposed a rate increase on itself to fund grid upgrades rather than raise neighbors' bills1:56:33.

Sen. Tim Sheehy (R-MT)0:50:33: Compared the AI race to prior U.S. wins in nuclear energy and the space race, asking how to incentivize AI investment to stay in America0:51:06; noted nonstate actors could "win the race" in AI unlike with nuclear or space tech0:51:35.

Sen. Bernie Moreno (R-OH)1:01:38: Criticized that 90% of new U.S. power generation last year was wind and solar, calling it unreliable1:02:03; pressed Altman on AI and child safety, including AI as a "child's best friend"1:03:48; asked Intrator about stablecoins and AI1:05:23.

Sen. Amy Klobuchar (D-MN)1:06:34: Cited a New York Times report that AI hallucinations are "getting worse" and asked Altman about OpenAI's evaluation standards1:09:04; discussed her TAKE IT DOWN Act on deepfakes and the more than 20 teen suicides linked to nonconsensual explicit AI images in one year1:10:25; later raised the NO FAKES Act on AI likeness replication3:06:10.

Sen. Ted Sheehy [Chair pro tempore]1:00:32: (Chaired portions of the hearing during recognitions.)

Sen. Brian Schatz (D-HI)1:20:58: Pressed Altman on whether self-regulation is sufficient, eliciting agreement that "some policy is good"1:21:37; asked Smith about AI content labeling standards1:22:58; argued AI training data represents "human achievement" that should be compensated1:24:02.

Sen. John Curtis (R-UT)1:53:09: Asked Altman about Utah's attractiveness for data center projects like Stargate1:53:56; asked Altman about protecting ratepayers from AI-driven electricity cost increases1:54:40.

Sen. Tammy Duckworth (D-IL)1:59:14: Criticized Trump and Musk/DOGE cuts to national labs as a "self-sabotaging attack"1:59:46; asked witnesses about partnerships with Fermilab and Argonne National Laboratory1:59:46.

Sen. Todd Young (R-IN)2:04:28: Argued the AI race is partly about diffusing U.S.-aligned values (privacy, property rights, free speech) globally through digital trade rules2:05:46; announced plans to introduce the AI Public Awareness and Education Campaign Act2:09:35.

Sen. Lisa Blunt Rochester (D-DE)2:10:04: Asked Altman about OpenAI's decision to restructure as a public benefit corporation governed by its nonprofit2:11:52; asked Su about semiconductor supply chain resilience legislation2:13:54.

Sen. Jerry Moran (R-KS)2:16:10: Asked Altman how to give consumers more control over their data used by AI companies2:16:40; asked about AI's role in cybersecurity, citing OpenAI's work supporting Ukraine against Russian cyberattacks2:18:36; asked about rural broadband access to AI tools2:21:00.

Sen. Ben Ray Luján (D-NM)2:22:01: Asked Altman and Su about partnerships with national labs on scientific research2:22:29; noted his TEST AI Act on federal AI testing capacity2:24:41; criticized Trump administration budget cuts to basic research2:25:07.

Sen. Cynthia Lummis (R-WY)2:29:26: Warned that a state regulatory patchwork could burden AI competitiveness2:30:13; raised concerns about natural gas-powered data centers facing future anti-fossil-fuel administrations2:33:36; confirmed Microsoft is exploring small modular nuclear in Wyoming2:34:37.

Sen. Jacky Rosen (D-NV)2:35:03: Discussed her bipartisan legislation banning DeepSeek on government devices2:35:31; asked Smith about Microsoft blocking the DeepSeek app while modifying its open-source model2:36:16; raised an ADL report on AI models perpetuating antisemitic tropes2:37:22.

Sen. Dan Sullivan (R-AK)2:40:47: Invited AI companies to build data centers in Alaska using its natural gas reserves2:44:28; pressed on American venture capital funding Chinese AI companies, including a $75 million round for a Chinese AI firm2:45:24.

Sen. Ed Markey (D-MA)2:47:29: Pressed Smith and Altman on whether the federal government should study AI's environmental impact2:48:42; cited that 94% of new U.S. energy capacity last year was wind, solar, or battery storage2:50:21; discussed his AI Civil Rights Act addressing algorithmic bias in mortgages, jobs, and scholarships2:52:38.

Sen. Gary Peters (D-MI)2:53:40: Cited Altman's prior estimate that up to 70% of jobs could be affected by AI and asked how to manage social disruption2:54:35; asked Su about the benefits of open hardware standards for national security and supply chain resilience2:58:04.

Sen. John Fetterman (D-PA)2:59:43: Raised concerns that rising data center electricity demand could increase Pennsylvania utility bills by 20%, per a Washington Post report3:00:10; discussed the reopening of Three Mile Island and his support for nuclear power3:01:05; asked Altman about the AI "singularity"3:03:21.

Key moments

Cruz announced he will introduce a bill creating a federal "regulatory sandbox" for AI modeled on the 1990s internet deregulation approach0:21:11.

Cantwell warned that if the U.S. doesn't move fast on AI diffusion standards, "we are looking at another Huawei"0:26:18.

Altman said American AI models are ahead of China's but "not a huge amount of time," and that the industry needs certainty on supply chains, chip manufacturing, and legal clarity to maintain the lead1:14:071:14:23.

Smith identified the federal wetlands permit administered by the Army Corps of Engineers — not state or local permitting — as the top U.S. permitting bottleneck, taking 18–24 months versus 6–9 months for other permits1:31:06.

Altman said energy costs will ultimately be the limiting factor for AI: "the cost of AI will converge to the cost of energy"1:32:58.

Altman disclosed OpenAI's decision to structure as a public benefit corporation with the nonprofit retaining governance, calling prior reporting on the change "misrepresented"2:12:112:12:42.

Duckworth accused the Trump administration and DOGE of "self-sabotaging" national AI competitiveness by cutting national lab funding1:59:46.

Smith said Microsoft does not allow the DeepSeek app in its app store over data-transfer and propaganda concerns, but modified DeepSeek's open-source model code to remove harmful outputs2:36:162:36:53.

Altman, Su, and Smith each characterized DeepSeek's impact as "somewhere in between" a major shock and a non-event, noting it showed constraints spur innovation and elevated public awareness of Chinese AI competitiveness3:14:203:15:183:17:13.

All four witnesses supported eliminating the Biden-era AI diffusion rule's "tier-two" quantitative caps while retaining national-security safeguards against chip diversion to China's military and hazardous uses like bioweapons3:19:163:22:31.

Metadata

CommitteeSenate Commerce, Science, and Transportation
Chamber / CongressSenate · 119th Congress
Date2025-05-08
TypeMeeting
Witnesses
(none listed in event metadata)
Videosenate-isvp
Transcript582 caption blocks · 26,150 words · 3:25:13 runtime
EventCongress.gov 336923