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  1. Arm expands from IP licensing to selling finished server CPUs for AGI workloads — DigiTimes Asia
  2. Arm positions AI-first wearables as next frontier of personal computing — Arm Newsroom
  3. Malicious Claude Code extension pulled from Cursor marketplace after SSH backdoor attempt — Microsoft Research Blog
  4. DeepSeek open-sources dsh-superagent, an autonomous coding agent prototype — Bloomberg AI
  5. Anthropic updates Claude Code to block recreation of existing video games — Engadget
  6. Elon Musk says Grok Bot usage limits imposed as serving costs were 'unsustainably high' — Forbes AI
  7. Marvell to buy Lumentum in $115 billion all-stock AI data-center deal — CNBC Technology
  8. Anthropic files for IPO as Blackstone flags likely 'high' junk rating — Financial Times AI

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