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The Daily Debrief

Marvell buys AI optics maker Lumentum for $115bn, NYT sues Brave

Marvell's deal for Lumentum, the New York Times suing Brave over AI scraping, ChatGPT and Codex sharing one limit, and Musk cutting Grok Bot's allowance.

Issue 58 · Tuesday, 3 November 2026

Marvell is buying AI optics maker Lumentum for $115bn Lumentum makes the lasers and optical parts that move data around AI data centres, and Nvidia has put $2bn into each company this year. It’s an all-share deal, made public on Monday, that leaves Marvell’s shareholders with about two-thirds of the combined company. It won’t close until the first half of 2028. Source

NYT sues Brave, says it sold its articles to AI firms The Times says Brave built an index of more than 30 billion web pages with a crawler publishers can’t block, and sold the content to Anthropic, Perplexity, Mistral, xAI and Cohere. The Daily News, Chicago Tribune and Orlando Sentinel filed a similar suit in Manhattan on Monday, and both go after Brave’s paywall-skipping feature too. Brave didn’t comment, and Perplexity called the claims disinformation. Source

ChatGPT and Codex will share one usage limit from December It covers Plus, Pro and Business, and OpenAI told users on Monday that some may have to wait for resets more often. It’s also merging the Chat and Work tabs in ChatGPT’s desktop app, starting with a small group of users in the coming weeks, while Codex keeps its own tab. Source

Musk cut Grok Bot’s limits, saying it costs too much Some Grok Bot users found their weekly allowance ran out days early over the Halloween weekend. Musk said on Sunday it wasn’t a glitch: “The cost of serving Grok Bot was unsustainably high relative to revenue.” He hasn’t said what the limits are now. Source