Lounge AI Weekly logoLounge AI WeeklyThe Lounge desk

This week in AI: $160B across 12 deals

Monday, November 9, 2026 · 7 min read

12 deals worth $160B, 12 stories, 8 new members and what's coming up.

Deals this week
12
$160B · 7 M&A
Members
3,335
8 new this week
AI Lounge Index
-5.9%
this week · equal-weight

The week's biggest stories

All news →
OpenAI is hiring outside hackers to test its security
InfraOpenAI
On November 2, OpenAI said it is planning its next internal security sprint with Cathedral Systems, whose researchers will use OpenAI's models alongside its own teams to challenge its defenses.

Deals of the week

All deals →
Lumentum Holdings Acquisition · acquired by Marvell Technology · val. $115B · $3.01B FY2026 net revenue
$115B
Oracle Corporation Public offering (equity and senior notes) · led by BofA Securities
$20B
OpenAI Growth round (first close) · led by MGX · val. $1.25T
$11B
Echodyne Acquisition · acquired by Shield AI · ~$80M ARR (est.)
$5.3B
Cresta Acquisition · acquired by Salesforce · $100M+ ARR
$2.7B
Shield AI Series H · led by InnovationX · val. $28.8B
$2B
Fal Series F · led by Bessemer Venture Partners · val. $16B · $800M+ annualized revenue
$1.3B
Pure Data Centres Group Debt facility · led by Infranity
$780M
Clutch Security Acquisition · acquired by Palo Alto Networks · ~$6M ARR (est.)
$500M
Agility Robotics SPAC merger · acquired by Foxconn · val. $2.5B
$465M
Nemi SPAC merger · acquired by BHAV Acquisition Corp II · val. $400M · ~$15M annualized revenue (est.)
$400M
Fiddler AI Acquisition · acquired by CrowdStrike
$400M

Newsletters & podcasts this week

All newsletters →
😺 Anthropic's AI cracks a puzzle
NewsletterThe Neuron
PLUS: Nvidia probes its CEO, Perplexity launches AI teammates
😸 Voters reject data centers. OpenAI offers concessions.
NewsletterThe Neuron
PLUS: Power costs, local investments, and what towns can actually enforce.
Sunday Special: A cosmic milestone after NASA’s 48-hour scare
NewsletterSuperhuman AI
Keep up with the latest AI news, trends, and tools in just 3 minutes a day. Join 1,500,000+ professionals.
Computer-Use AI Agents: The Best Open-Source & Closed-Source Tools in 2026
NewsletterTuring Post
Compare open-source and commercial computer-use agents by price, execution location, and OS, plus the models and APIs behind them.
How Looped Transformers Work and When They Save Memory
NewsletterTuring Post
Looped Transformers reuse the same layers to update a hidden state. Learn how adaptive depth works and what each pass costs in compute, memory, and latency.
Robotics Special: Xiaomi’s humanoid robots clock in for a full 8-hour factory shift
NewsletterSuperhuman AI
Keep up with the latest AI news, trends, and tools in just 3 minutes a day. Join 1,500,000+ professionals.
TR
Big Tech sues to save the feed
NewsletterThe Rundown AI
Meta, Google, and TikTok have found a rare point of agreement: California shouldn’t get to mess with the machinery that keeps young users scrolling. All three…
Gemini 4 Carbon Heads Toward Wider Availability, What Anthropic's IPO Means for Developers, Genie 4 Combines with Gemini to Train Robots
NewsletterThe Batch
The Batch News & Insights: LinkedIn data shows that AI has helped create 2 million jobs.
Claude gets personal finance skills
NewsletterSuperhuman AI
ALSO: How to build a working mobile app with Claude
Anthropic R&D accelerates, GPT-6 Cyber, Inkling 2 Small | TLDR AI. TLDR AI 11/06
NewsletterTLDR AI
OpenAI introduced GPT-6 Cyber, a cybersecurity model designed to identify and validate exploitable vulnerabilities while staying within…
[One Million AI Engineer Special] How Stanford Teaches AI-Native Engineering — Mihail Eric, Monaco
PodcastLatent Space: The AI Engineer Podcast · 121 min
What do you assign when a coding agent can finish last year’s homework in one prompt? In the second run of Stanford’s CS146S, Mihail Eric brought open-source maintain
Agentic Video Is Real and Here’s What You Should Try
PodcastThe AI Daily Brief · 31 min
AI agents are making it possible to edit, animate, and produce videos simply by describing what you want. NLW explores what changed and how to put it to work—from meeting highlight
AI:AM: Is THIS the AI We Want? Alarming Acceleration, AI Election Bets, GPU Trading & AI-Native VC
PodcastThe Cognitive Revolution · 88 min
Nathan Labenz and Prakash Narayanan examine mounting evidence of rapid AI acceleration alongside guests Brian Zhou of Thoughtful, Mike San Miguel of Luxor Technology, and Bryan Bis
Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter
PodcastLatent Space: The AI Engineer Podcast · 102 min
Watch the full show on YouTube: https://www.youtube.com/watch?v=P735f1xlpL0
Companies Are Spending 5x More on AI Now
PodcastThe AI Daily Brief · 31 min
Companies are spending nearly five times more on AI than last year, and agents are driving the surge. NLW breaks down Menlo Ventures’ latest enterprise AI report, exploring why spe
Controlling Biology - Fabian Theis, Helmholtz Munich
PodcastLatent Space: The AI Engineer Podcast · 51 min
Fabian Theis has been one of the key players in the various iterations of the Virtual Cell concept and initiatives. It is not hyperbole at all to say that his lab has been pushing

Research & videos

Learn →
T3 Code broke me
VideoTheo - t3.gg · Vibe-coding
Agents Sucked At UI (Until Today)
VideoTheo - t3.gg · Agents

Top posts this week

Open the feed →

New members this week

Directory →
Chandra Challagonda
tech_leader · Zurich · CEO at FIWARE Foundation & Group DPO at Adfinis AG
Nadia Ujovich
developer · Alicante · An enthusiastic developer
Aleksandr Kamenev
agency · Lisbon · Founder & Ceo at NerdHeadz - Custom Business Software Development Agency
Dmytro Chekalin
founder · Kyiv · AI Marketplace and SaaS Development
Seehiong Lim
tech_leader · Singapore · Always learning, sometimes breaking, forever caffeinated! PyTorch | TensorFlow | LangChain
Razvan Popescu
founder · Constanța · A new way to order from a digital menu, pay, and interact with restaurants.
Patrick Illian
developer · Berlin · Builds agent-guard · Scan AI agent skills, plugins, MCP servers, and CLI tools (npm/PyPI/G
Abdelrahman Ellithy
tech_leader · Riyadh · Lead SDET | Test Architect | Creator of Ellithium (Selenium Ecosystem) | Selenium Committe

This week's events

Calendar →
Weekly AI Founder Mastermind
Thu, Nov 12, 11:00 AM CT · https://us06web.zoom.us/j/3319253233
400 in-person AI meetups this week in 57 cities, find yours.

AI stocks this week

Stocks →
Fermi America -39.8%Swarmer -28.6%Marvell -28.1%
Member perk of the week
Together AI · Together AI startup credits: $15,000–$50,000 for open-model inference and fine-tuning ($15,000 value)
Together AI's startup accelerator gives AI-native startups inference and fine-tuning credits on open models (Llama, DeepSeek, Qwen, FLUX) plus engineering suppo
Claim this perk →

More from Lounge AI Weekly

All issues →
Nov 2, 2026 · 7 min read

AI Lounge weekly digest · Monday, November 2 - Ryan Allis at The AI Lounge Desk TODAY IN AI 1. DeepSeek released a free coding agent that works unprompted (The Next Web)…

Oct 26, 2026 · 7 min read

Lounge.ai weekly digest · Monday, October 26 - Ryan Allis at The Lounge Desk TODAY IN AI 1. Anthropic's Claude got past a Georgia paywall on its own (Axios)…

Oct 19, 2026 · 7 min read

Lounge.ai weekly digest · Monday, October 19 - Ryan Allis at The Lounge Desk TODAY IN AI 1. Meta releases Muse Wonder and Muse Wonder Full, with only the smaller model on its API (Meta AI Research)…

Oct 12, 2026 · 8 min read

Lounge.ai weekly digest · Monday, October 12 TODAY IN AI 1. Amazon reportedly in talks to buy real-time video model startup Decart for about $7B (Reuters via KSL)…

Oct 5, 2026 · 4 min read

Lounge.ai weekly digest · Monday, October 5 TODAY IN AI 1. OpenAI's safety-report lead David Robinson quits, calling the company's culture 'broken' (TechCrunch)…