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  1. Intel's exit from low-margin industrial chips opens edge AI market to AMD and Arm rivals — DigiTimes Asia
  2. Anthropic secures over 3.5GW of compute capacity for 2026, adding Nvidia and AMD to procurement — Techmeme
  3. Dell and AMD partner on rack-scale AI infrastructure buildout — SiliconANGLE AI
  4. OpenAI appoints former US Army Secretary Dan Driscoll as Senior Counselor for National Security Modernization — OpenAI News
  5. Anthropic reports $17B quarterly revenue, $900B spending commitments ahead of IPO — Reuters AI
  6. AI and tech stock slide in October tests broader US market resilience — Reuters AI
  7. Marvell to acquire Lumentum in $115 billion all-stock AI data-centre deal — DigiTimes Asia
  8. OpenAI cuts funding target to about $20 billion as tech stocks sell off — Economic Times Tech

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