Submissions from semianalysis.com

		The Huawei-DeepSeek Symbiosis (semianalysis.com)
		8 points by nsoonhui 7 days ago \| rank \| discuss
		Anthropic Subscriptions Offer 5x+ More Value Than OpenAI (semianalysis.com)
		80 points by nsoonhui 23 days ago \| rank \| 91 comments
		Anthropic 3Q26 Profit over $1B: The Anthropic IPO Financials Sneak Peak (semianalysis.com)
		6 points by Bluestein 57 days ago \| rank \| 1 comment
		OpenAI Jalapeño: Better than Nvidia Blackwell (semianalysis.com)
		584 points by bmulholland 65 days ago \| rank \| 381 comments
		$12B of US ratepayers' money wasted on a modeling mistake in PJM (semianalysis.com)
		78 points by _delirium 73 days ago \| rank \| 39 comments
		Gemini is Cooked but GCP is Cooking (semianalysis.com)
		6 points by bhouston 80 days ago \| rank \| discuss
		SpaceX 10GW in 2027 – Why It's Real, Will Drive $300B ARR for SpaceX (semianalysis.com)
		6 points by rajivjain 82 days ago \| rank \| 3 comments
		The Wild Wild West of Lego Datacenters (semianalysis.com)
		4 points by speckx 88 days ago \| rank \| discuss
		Can AMD Break the CUDA Moat? AMD Advancing AI 2026 (semianalysis.com)
		6 points by gmays 93 days ago \| rank \| 2 comments