OE | 𝔗𝔥𝔢 𝔒𝔭𝔢𝔫 𝔈𝔠𝔬𝔫𝔬𝔪𝔦𝔰𝔱 | Issue #30 Nov 5, 2026 |
The Take
THE BIGGEST TECH MERGER IN HISTORY JUST BET $115 BILLION ON AI
| Marvell is buying Lumentum, which makes the optical parts inside AI data centres, for $115 billion, the largest public tech merger ever. While markets fret about AI spending, Marvell is betting the boom has years left to run. |
By The Open Economist