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The SemiAnalysis Energy Model translates AI datacenter expansion into power infrastructure demand. It provides a granular view of supply-demand gaps in major U.S. electricity markets by integrating data on generators, storage, and utility resource plans. The model forecasts where the electric grid will fall short and identifies potential solutions to bridge the resulting gap. This analysis helps clients like utilities, hyperscalers, and investors understand power supply bottlenecks and constraints on datacenter growth. It utilizes both a top-down view of datacenter load forecasts and a bottom-up inventory of generation and transmission projects.