PERSON DIRECTORY
Robert Boswell
Robert Boswell appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
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Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy)
PJM’s capacity-auction modeling—not data-center demand alone—is estimated to have made $12B of the $63B spent across its last four auctions avoidable.Constrained supply, “endless summer” demand assumptions, and pay-as-clear pricing amplify marginal scarcity across 66 million people, while a September or October emergency auction could commit up to $21B through 2042–43 if data-center load fails to arrive.