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  1. Nebius CTO Says AI Cloud Race Is Still Open Against Hyperscalers — Unsupervised Learning (Redpoint)
  2. CoreWeave, Nebius, and Nscale effectively shut out of bond market amid tougher terms — Techmeme
  3. OpenAI appoints Dan Driscoll as Senior Counselor for National Security Modernization — OpenAI News
  4. Marvell to acquire Lumentum in $115 billion all-stock AI data-centre deal — DigiTimes Asia
  5. Anthropic reports $17B quarterly revenue, $900B in compute commitments ahead of IPO — Reuters AI
  6. OpenAI launches Grid Protectors Program to cut data center power use during grid strain — OpenAI News
  7. Anthropic confirms new Claude Code limits to prevent recreating existing video games — Engadget
  8. Israeli startup 42AI exits stealth with $62.5M seed for behavioral world model — TechCrunch AI

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