Key Takeaways: Marvell has agreed to acquire Lumentum in an all-stock transaction that would create a major supplier of networking silicon and optical infrastructure for artificial intelligence data centers. The deal carries an implied enterprise value of $115 billion and is expected to close in the first half of
Key Takeaways: Green has acquired a large industrial site in Birr, in the canton of Aargau, for a new data center campus intended to expand Switzerland’s digital infrastructure. The roughly 250,000-square-meter property was formerly occupied by ABB and offers enough land for development in multiple phases. That ph
Key Takeaways: Polka Mishra, Partner at Javelin Wealth Management, said last Friday’s sell-off was not unexpected as investors increased their scrutiny of AI capital expenditure. The reaction points to a change in market emphasis. Spending plans still matter, but investors increasingly want evidence that the money
Key Takeaways: Entech has acquired Boca Raton-based BoomTech IT, extending its East Coast presence and expanding the range of technology services it can deliver to small and midsize businesses across South Florida. The transaction, announced November 2, 2026, brings together overlapping portfolios in managed IT, c
Key Takeaways: OpenAI has widened its role in Abu Dhabi through four agreements that place its artificial intelligence technology inside energy operations, sovereign investment analysis and government modernization programs. The agreements bring OpenAI into closer contact with several of the emirate’s most influen
Key Takeaways: Levelled is taking agentic AI into a part of the managed services market where automation has often remained fragmented: commercial growth. The Leeds-based business has launched a platform built exclusively for managed service providers, positioning it as a revenue engine that can support lead gener
Key Takeaways: AU Small Finance Bank is investigating claims that data associated with some vehicle-loan customers may have been accessed without authorization. The inquiry centers on limited information held on a Salesforce-managed software-as-a-service platform rather than the bank’s core infrastructure. That di
Key Takeaways: LITEON closed Q3 2026 with revenue of NT$57.4 billion, an increase of 28% from a year earlier and 9% from the previous quarter. The results provide another indication that spending on artificial intelligence infrastructure is moving well beyond processors and servers. Cloud and IoT revenue grew appr
Key Takeaways: Qantas is investigating whether customer bookings were affected by a data breach involving its booking system, placing the immediate focus on the scope of access and the information potentially exposed. Qantas has not yet established that reservations were compromised, making the distinction between
Key Takeaways: LiteLLM’s October 2026 supply-chain breach began months before attackers published a poisoned package. An administrative key committed to a public repository in May was later deleted from view, but it remained valid. Attackers eventually used that credential to obtain a GitHub owner token and publis