Cerebras CEO Andrew Feldman says the US's 'patchwork' policies are setting back AI

"Our decentralized form of government has left us with sort of a patchwork of power infrastructures where even if the federal government wants to support you, their local regulations like at the city and county level of towns that can interfere with a project and set a project back, billions of dollars,"

"I think they have been able to, at a national level, stand up vast amounts of power, and they've done it by building massive dams, by burning coal, by doubling down on solar,"

"But they have put together an extraordinary power infrastructure, and I think the plan benefited from some form of central decision-making."

"There's no reason we should have a patchwork of AI regulations, meaning that each company, like Cerebras or OpenAI, has to think differently in each state; that's just a tax on innovation."

China's centralized government enabled national-scale expansion of power infrastructure through massive dams, coal, and expanded solar capacity, producing an extraordinary power backbone for AI deployments. The United States' decentralized political system created a fragmented power infrastructure and local ordinances that can delay or derail major energy and data center projects, adding significant cost and complexity. State and local AI regulations produce inconsistent compliance demands across jurisdictions, increasing operational friction for AI companies. Better federal coordination and measures to limit conflicting local rules, including a potential temporary moratorium on state and local AI regulations, could accelerate AI-related infrastructure investment.

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