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AI News Today: Marvell's $115B Lumentum Megadeal
Marvell just agreed to the largest deal ever between two public tech companies, betting $115 billion that light, not copper, will carry AI's data.
DX Today AI Daily Brief - Tuesday, November 3, 2026
Marvell agrees to buy Lumentum in a $115 billion all stock deal betting on optical networking for AI data centers. Anthropic's amended IPO filing shows nearly $17 billion in third quarter revenue, slowing sequential growth, and about $895 billion in compute and infrastructure commitments. Apple beats estimates with $114.5 billion in quarterly revenue but warns memory costs and its new AI powered…
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