<?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/everyone-says-datacenter-moratoriums</loc><news:news><news:publication><news:name>SemiAnalysis</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-15T20:54:41+00:00</news:publication_date><news:title>Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree </news:title></news:news></url><url><loc>https://newsletter.semianalysis.com/p/vera-rubin-nvl72-agentic-inference</loc><news:news><news:publication><news:name>SemiAnalysis</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-14T22:08:56+00:00</news:publication_date><news:title>Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollar</news:title></news:news></url><url><loc>https://newsletter.semianalysis.com/p/a-brain-too-big-to-carry-on-device</loc><news:news><news:publication><news:name>SemiAnalysis</news:name><news:language>en</news:language></news:publication><news:publication_date>2026-09-14T16:37:25+00:00</news:publication_date><news:title>A Brain Too Big to Carry — On-Device vs Datacenter Inference</news:title></news:news></url></urlset>