About this role
Employment Type: Full-Time
Work Setting: Remote
Work Location: Europe
Work Hours: Office hours
Find out more here: https://semianalysis.com
About SemiAnalysis
SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI Models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.
We’re a global team of over 50 analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in 40+ conferences annually.
Our newsletter reaches more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies.
We also offer three core products:
- Industry Models – we develop and publish industry models on accelerator shipments, datacentre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.
- Core Research – our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends.
- Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies.
Position Overview
We are looking for an experienced, driven Energy Analyst to join our global team. This role focuses on analyzing how the rapid growth of AI and datacenter infrastructure is reshaping the American energy system — from power generation and transmission to interconnection, regulation, and emerging energy technologies.
As an Analyst, you will lead and contribute to in-depth, forward-looking research that informs the world’s largest asset managers, energy companies, and infrastructure investors. You will uncover emerging market trends, evaluate grid constraints, track power supply developments, and assess how new energy technologies are enabling the next wave of AI infrastructure. Your insights will directly guide strategic decisions across the energy and AI ecosystem.
This is a full-time, remote position. Candidates must be based in a European time zone or Eastern time zone, with a minimum of 2–5 years of relevant experience , ideally in equity research, energy analysis, or investment research.
Responsibilities
- Analyze how GenAI and datacenter infrastructure are impacting the American energy system.
- Build on SemiAnalysis’ industry-leading tracking of 150+ AI chips and 5,000+ datacenters to assess power demand and regional constraints.
- Research power plants, interconnection queues, utilities, IPPs, ISOs, and PUCs to understand how future AI datacenters are securing energy supply.
- Evaluate transmission constraints and their impact on utilities, grid operators, and electrical equipment suppliers.
- Contribute to SemiAnalysis’ forward-looking research on batteries, solar, fuel cells, SMRs, and other technologies powering the future of AI.
- Produce high-impact research reports, forecasts, and briefings for institutional clients using public and proprietary data.
- Collaborate with semiconductor, datacenter, and AI infrastructure analysts to generate cross-sector insights.
- Support hedge funds, infrastructure investors, hyperscalers, and policymakers with bespoke energy and power market analysis.
- Present research findings to senior leadership teams and participate in client calls and conference presentations.
Requirements
- 2–5+ years of professional experience in equity research, energy analysis, investment research, or a related strategy role.
- Strong understanding of the U.S. power system, including generation, transmission, interconnection, utilities, IPPs, ISOs, and regulatory bodies.
- Experience analyzing energy markets, infrastructure investment, and grid constraints.
- Deep interest in how AI and compute infrastructure are transforming the energy landscape.
- Proven ability to synthesize complex technical, regulatory, and market data into actionable insights.
- Exceptional writing and presentation skills, with experience producing research reports, investment memos, or market primers.
- Proficiency in Excel; experience with data visualization and/or scripting (Python, SQL, etc.) is a plus.
- Ability to work independently in a fast-moving, globally distributed team.
Growth Areas
- Deepen expertise in power markets and grid infrastructure, particularly in modeling AI-driven electricity demand and regional supply constraints.
- Expand coverage into emerging energy technologies supporting AI growth, including storage, nuclear (SMRs), hydrogen, and next-generation renewables.
- Develop advanced forecasting and scenario modeling capabilities for power demand, capacity buildout, and transmission bottlenecks.
- Build cross-domain expertise linking semiconductors, datacenters, and energy systems to generate differentiated, system-level insights.
- Strengthen client-facing capabilities, including leading discussions with institutional investors, infrastructure players, and policymakers.
- Enhance data analysis and automation skills using Python, SQL, and visualization tools to scale research output and improve analytical depth.
- Progress toward a senior analyst or sector lead role with ownership over energy and power coverage related to AI infrastructure.
SemiAnalysis LLC participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information, visit e-verify.gov .
- E-Verify Poster: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf
- Right to Work Poster: https://www.justice.gov/crt/case-document/file/1133936/dl?inline=