<?xml version="1.0" encoding="UTF-8"?><urlset xmlns="http://www.sitemaps.org/schemas/sitemap/0.9" xmlns:news="http://www.google.com/schemas/sitemap-news/0.9"><url><loc>https://newsletter.semianalysis.com/p/spacex-10gw-in-2027-why-its-real</loc><news:news><news:publication><news:name>SemiAnalysis</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-08-07T20:08:04+00:00</news:publication_date><news:title>SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker</news:title></news:news></url><url><loc>https://newsletter.semianalysis.com/p/gemini-is-cooked-but-gcp-is-cooking</loc><news:news><news:publication><news:name>SemiAnalysis</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-08-07T02:32:44+00:00</news:publication_date><news:title>Gemini is Cooked but GCP is Cooking</news:title></news:news></url></urlset>