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  "documentTitle": "2025 Air Street Capital The State of AI Report 2025",
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      "text": "Similarly, SemiAnalysis projects a 68 GW implied shortfall by 2028 if forecasted AI data center demand fully materializes in the US.\nAs an emerging pattern, this will force firms to increasingly offshore the development of AI infrastructure. Since many of the US' closest allies also struggle with electric power availability, America will be forced to look toward other partnerships – highlighted by recent deals in the Middle East.\nProjects that are realized on American soil will place further strain on the US' aging grid. Supply-side bottlenecks and rapid spikes in AI demand threaten to induce outages and surges in electricity prices. ICF projects residential retail rates could increase up to 40% by 2030. These factors could further contribute to the public backlash directed at frontier AI initiatives in the US.",
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