Anthropic just published their submission to the Request for Information for a new US AI Action Plan (OSTP RFI).
It's 10 pages total and focuses on strengthening the US AISI (and broadly government capacity to test models), strengthening export controls (with some very concrete proposals), enhancing lab security through standards, scaling up energy infrastructure (asking for building infrastructure for 50 GW of power, or about 4% of the entire US grid capacity), accelerating AI adoption in government, and improving government sensemaking around economic impacts.
I recommend reading it. It's quite insightful regarding the priorities of Anthropic's policy team right now.
This is worth considering, but FWIW, 50 GW would be around 10% of US electricity if it runs continuously (the US consumes at a rate of about 500 GW if you divide total consumption by one year). If the new capacity is as clean as the overall electric grid that would be about 2.5% of US emissions (25% of US emissions come from electricity) and 0.35% of global emissions (US emissions are 1/7 of global emissions).
I'm not going to do this math now but I think if the new capacity is 100% natural gas then that's about as carbon-intense as the US electric grid as a whole, or maybe somewhat worse (the US has a lot of clean energy, but it also has coal plants which are >2x more carbon intense than gas). 100% natural gas would be the worst case, because there is no scenario where the US builds new coal plants (edit: it's not the worst case, because increased power demand could cause the delay of coal plant retirements, but I don't think this changes the conclusion all that much)