Separating AI hype from reality.

SemiAnalysis

November 10, 2026

China's Galaxy AI Campus Delivers First 120 MW in Under a Year; Cost Claims Rest on Paywalled Analysis

Chinese wind-turbine maker Envision Energy has completed the first 120 MW of its Galaxy AI data center campus in Ulanqab, Inner Mongolia, in less than a year, according to research firm SemiAnalysis, which visited the site in September and published its findings on November 7.…

November 2, 2026

SemiAnalysis Launches GDPx Benchmark; Top Model Claude Opus 5.5 Scores 12%

SemiAnalysis released GDPx on November 2, a new benchmark designed to measure agentic capabilities across 11 domains the firm says will capture the first trillion dollars of AI revenue. The top model on the leaderboard, Anthropic's Claude Opus 5.5, scored 12.0% overall. Google's…