Marvell agrees to buy Lumentum in an all-stock optics deal; Anthropic's amended S-1 flags its own AI-acceleration threshold
Tuesday, November 3, 2026 · 11 min
Marvell agrees to acquire optical-parts maker Lumentum at a stated $115 billion enterprise value, and Anthropic's amended IPO filing says it may imminently meet its Responsible Scaling Policy threshold for AI-accelerated progress while disclosing $895.4 billion in commitments. Also: Brookfield's £20 billion data center plan at Drax Power Station, and Salesforce's reported $2.7 billion deal for Cresta.
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Show notes
Marvell agrees to acquire optical-parts maker Lumentum at a stated $115 billion enterprise value, and Anthropic's amended IPO filing says it may imminently meet its Responsible Scaling Policy threshold for AI-accelerated progress while disclosing $895.4 billion in commitments. Also: Brookfield's £20 billion data center plan at Drax Power Station, and Salesforce's reported $2.7 billion deal for Cresta.
In this episode
- Marvell and Lumentum to Combine, Creating a Category ... — Marvell
“The transaction has an implied enterprise value of $115 billion for Lumentum, representing approximately $1,132 per share of Lumentum common stock and a premium of approximately 23.9% based on each company’s unaffected closing share price as of October 28, 2026, the last trading…”
- Anthropic may near its AI-acceleration threshold, GDPx benchmark — 3 Nov 2026 · Integuide AI News — Integuide AI News
“Anthropic's first amendment to its IPO prospectus, filed 2 November, adds that "our internal estimates and our expectations regarding future models, rather than our current models" indicate it "may imminently meet" its Responsible Scaling Policy's threshold of "dramatically…”
- Brookfield targets $27 billion AI data center at power station — Kai Nicol-Schwarz
“Brookfield estimates that total investment, including semiconductors, could exceed £20 billion ($26.8 billion), with an initial £2.5 billion investment as part of phase 1.”
- Salesforce to buy voice-AI startup Cresta for $2.7B | Dealroom News — Dealroom News
“Salesforce has signed a definitive agreement to acquire Cresta, a nine-year-old maker of AI-powered contact center software. The company didn't disclose terms, but the price is $2.7 billion, according to a person familiar with the deal.”