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  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
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      "text": "How much generation can hyperscalers bring behind-the-meter? At such scale, islanding will likely not be practical, requiring data centers to tap into grid assets.\nHow quickly can players navigate the morass of permitting and interconnection? While reforms are underway, connection timelines for projects of this magnitude can take many years. Hyperscalers may skip queues through lobbying efforts and demand response programs, where they curtail draw during peak periods (a recent Duke study projects 76GW of new availability with curtailment rates at 0.25%).\nWhat level of decentralization can be achieved? Many labs continue to pursue single-site campuses, yet distributed approaches are also advancing rapidly.\nHow well can hyperscalers navigate talent and supply chain shortages? Attempts to alleviate power infrastructure and skilled labor bottlenecks through the massive mobilizations of capital can overload the risk-appetite of supporting parties.",
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