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  1. Marvell to acquire Lumentum in $115 billion all-stock AI connectivity deal — CNBC Technology
  2. Nvidia in talks to guarantee debt for Nscale's West Virginia AI data center — Economic Times Tech
  3. DeepSeek-V4.1-Flash gains traction across local setups with new quantized builds — r/LocalLLaMA
  4. Anthropic secures over 3.5GW of compute capacity for 2026, adding Nvidia and AMD to procurement — Techmeme
  5. Nvidia in talks to backstop Nscale's Monarch Compute Campus project for Anthropic - report — Data Center Dynamics
  6. Nebul deploys Nvidia GPUs at Datacenter United campus in Belgium — Data Center Dynamics
  7. NVIDIA Releases Auto Ontology, an Open Semantic Layer for AI Agent SQL — MarkTechPost
  8. Iluvatar CoreX says Tiangai 300 GPU beats Nvidia H200 in select AI inference tests — DigiTimes Asia

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