U.S. AI Strategy: Insights from Leading Tech Executives Including AMD and Microsoft

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May 10, 2025
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Amid the intensifying global AI race, the U.S. Congress recently convened a high-profile AI hearing focusing on strategies to bolster America’s AI capabilities. Key industry leaders, including OpenAI’s CEO Sam Altman, AMD’s CEO Lisa Su, CoreWeave, and Microsoft's leadership, participated to discuss AI infrastructure, regulatory policies, and competition with China.

Sam Altman emphasized the urgent need for substantial investment in AI infrastructure such as energy, computing power, and data centers. His key points included enhancing AI infrastructure, opposing excessive regulation, attracting global talent, and fostering innovation. Altman noted that the AI revolution, akin to the internet revolution, can only thrive in the U.S.

AMD’s CEO Lisa Su underlined the importance of semiconductor technology as the backbone of AI hardware. She proposed five policy recommendations: reinforce infrastructure, open the AI ecosystem, build a robust supply chain, attract global talent, and balance AI technology exports.

CoreWeave CEO Michael Intrator highlighted the necessity of modern AI infrastructure, sharing impressive company growth figures and urging the U.S. government to stabilize strategic investments and promote public-private partnerships.

Microsoft President Brad Smith stressed comprehensive integration from hardware to applications for AI success and called for a focus on ethical AI development.

The hearing also addressed concerns over China's rapid AI advancements, with leaders emphasizing the importance of U.S. global leadership in AI.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.