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 ...