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  1. Marvell to acquire optical components maker Lumentum in $115 billion all-stock deal — DigiTimes Asia
  2. NVIDIA Introduces Workload Map to Speed Adoption of New AI Frameworks — NVIDIA Technical Blog
  3. Nvidia in talks to guarantee debt for Nscale's West Virginia AI data center — Economic Times Tech
  4. DeepSeek-V4.1-Flash gains traction with local users amid quantization and hardware experiments — r/LocalLLaMA
  5. NVIDIA details Kubernetes configuration for Vera Rubin GPU support — NVIDIA Technical Blog
  6. Anthropic secures over 3.5GW of compute capacity for 2026, adding Nvidia and AMD to procurement — Techmeme
  7. Nvidia in talks to backstop Nscale's Monarch Compute Campus project for Anthropic - report — Data Center Dynamics
  8. Meta's Andromeda Retrieves 1 Billion Ads per Second on One Server — AlphaSignal

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