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  1. Democrats win 2026 midterms as voters turn against AI data centers — Semafor Technology
  2. Two AI Stocks Announce Historic Stock Splits as Midterm Outcomes Reshape Investor Outlooks — The Globe and Mail
  3. Microsoft winding down deal to rent AI cloud capacity from Oracle — Bloomberg AI
  4. DeepSeek V4.1 Flash runs offline on aging GPUs as benchmarks flag low-cost hacking ability — r/LocalLLM
  5. About 600,000 Nvidia H200 chips sit in Hong Kong as Beijing withholds import approval — Reuters AI
  6. Nvidia Tightens AI Chip Tracking in Southeast Asia to Curb Smuggling — Bloomberg AI
  7. NVIDIA Outlines Full-Stack Codesign Approach to Ease AI Memory Pressure — NVIDIA Blog
  8. Naver to launch Nvidia-backed AI factory after up to $9 billion Brookfield infrastructure deal — DigiTimes Asia

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