Submissions from semianalysis.com

		Anthropic 3Q26 Profit over $1B: The Anthropic IPO Financials Sneak Peak (semianalysis.com)
		6 points by Bluestein 27 days ago \| rank \| 1 comment
		OpenAI Jalapeño: Better than Nvidia Blackwell (semianalysis.com)
		584 points by bmulholland 35 days ago \| rank \| 381 comments
		$12B of US ratepayers' money wasted on a modeling mistake in PJM (semianalysis.com)
		78 points by _delirium 43 days ago \| rank \| 39 comments
		Gemini is Cooked but GCP is Cooking (semianalysis.com)
		6 points by bhouston 50 days ago \| rank \| discuss
		SpaceX 10GW in 2027 – Why It's Real, Will Drive $300B ARR for SpaceX (semianalysis.com)
		6 points by rajivjain 52 days ago \| rank \| 3 comments
		The Wild Wild West of Lego Datacenters (semianalysis.com)
		4 points by speckx 58 days ago \| rank \| discuss
		Can AMD Break the CUDA Moat? AMD Advancing AI 2026 (semianalysis.com)
		6 points by gmays 63 days ago \| rank \| 2 comments