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405 The Big Idea That Drove a Strong Year in Tech Dealmaking

The Information
Valida Pau @ The Information · today 17:25 EDT

The Big Idea That Drove a Strong Year in Tech Dealmaking

It’s a no-brainer these days to say AI is driving tech mergers. As I wrote earlier this month, big AI deals and a deal-friendly presidential administration have pushed the value of U.S. announced tech mergers to more than $543 billion this year, the highest level since 2021. To Morgan Stanley bankers, the deals this year and over the next several years will be driven by one fundamental thesis: Companies are building or rebuilding the underlying technology infrastructure—software, databases, cloud services a

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