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  1. Dell and AMD partner on rack-scale AI infrastructure buildout — SiliconANGLE AI
  2. Anthropic secures over 3.5GW of compute capacity for 2026, adding Nvidia and AMD to procurement — Techmeme
  3. US tech and AI-linked stocks end brutal October with Friday selloff — Reuters AI
  4. Arm highlights October advances in on-device AI, cloud infrastructure, and physical AI — Arm Newsroom
  5. Anthropic files for IPO as AI bubble concerns rattle stock market — SiliconANGLE AI
  6. Hyperbolic raises $30M Series A-1 led by Walden Catalyst to expand AI compute rental — Techmeme
  7. Intel shifts production capacity from consumer to server CPUs amid AI demand — Tom's Hardware
  8. Tech stocks slide as Nasdaq posts biggest drop since June — Economic Times Tech

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