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semianalysis · Nov 5, 2026 · news
newsletter.semianalysis.comNov 5, 2026
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In brief
Viable Alternative of CUDA Moat, NVIDIA scared and working nights & weekends, Jensen’s Counter Submission, Kimi K3, Muse Spark Open, Qwen, GLM5.3, TorchTPU, vLLM, SGLang, llm-d, Ray
