Morning Brief - 8 November 2026

Overnight: a formal verification milestone in mathematics, a foundry bet on optical interconnects, and a major storage acquisition aimed squarely at AI infrastructure.

Axiom Math completes formal verification of 7,654-page algebraic geometry reference

The startup has translated the Stacks Project into 16 million lines of machine-checked code, aiming to prevent AI-generated mathematical errors. The verification covers algebraic geometry, number theory, and advanced algebra. Axiom Math positions the work as groundwork for agents that can write software and conduct research without producing nonsense. Read more →

Hua Hong to expand silicon photonics capacity as AI interconnects hit physical limits

China's second-largest foundry will substantially increase silicon photonics production in its next capacity build-out. Chairman Bai Peng outlined the plan during an analyst call on Thursday. The technology transmits data using light rather than electrical signals, targeting optical modules for AI training clusters where electrical interconnects are approaching bandwidth and power efficiency limits. Read more →

Dropbox acquires Tigris Data for $350M to anchor enterprise AI storage platform

The acquisition, announced on 5 November and expected to close in the fourth quarter of 2026, is Dropbox's most expensive to date. Tigris Data was founded by former Uber engineers and will underpin DBX Agent Cloud, a storage platform for businesses building AI models and agents. The deal comes weeks after Dropbox cut nine per cent of its global workforce. Read more →

Compiled by OTW Briefing Desk from Opentechwire reporting.