OpenAI on Monday said the U.S. needs to substantially ramp up its investment in new energy capacity if it wants to stay ahead of China in the race to develop artificial intelligence .

The startup has been inking deals for ambitious infrastructure buildouts in recent months that will require massive amounts of power. The sprawling data centers will push the boundaries of what is possible in the U.S. during a time when the electric grid is already under strain .

"Electricity is not simply a utility," OpenAI said in a blog post Tuesday. "It's a strategic asset that is critical to building the AI infrastructure that will secure our leadership on the most consequential technology since electricity itself."

Read more CNBC tech news

OpenAI's spending bonanza has Wall Street focused o

See Full Page