SemiAnalysis(@SemiAnalysis_):66 million people across 13 states (DE, IL, IN, KY, MD, MI, NJ, NC, OH, PA, TN, VA, WV, plus DC) are paying for a modeling mistake costing over $12 billion. Rob Boswall came to the pod with crystals, a Buddha, and a kiwi in frame. Fitting, because PJM's forecasting might as well be astrology. Data centers are taking the blame. The real story is in the design. WATCH NOW:

2026.08.20 11:00

66 million people across 13 states (DE, IL, IN, KY, MD, MI, NJ, NC, OH, PA, TN, VA, WV, plus DC) are paying for a modeling mistake costing over $12 billion. Rob Boswall came to the pod with crystals, a Buddha, and a kiwi in frame. Fitting, because PJM's forecasting might as well be astrology. Data centers are taking the blame. The real story is in the design. WATCH NOW: