Webinar

M&A in Focus: Shifting AI Market Dynamics

Thursday, March 20, 2025

3:00 PM - 4:00 PM UTC

Live Webinar

Event starts in
06

06

Days
22

22

Hours
57

57

Minutes

Explore the rapidly evolving AI investment landscape, where established tech giants and disruptors are reshaping the market through strategic innovation. While AI-specific M&A activities are still nascent, breakthroughs from new players like DeepSeek are challenging traditional AI market dynamics with their open-source approaches and competitive language models. Could this trigger a wave of industry consolidation as companies race to secure AI capabilities? Our expert panel will discuss the implications of recent developments in AI infrastructure, computing power demands, and the emergence of specialized AI solutions that are driving investment decisions and valuations.

Our panelists will cover:

  • Trends in tech M&A activity and valuations
  • The evolving world of AI and tech innovations
  • A look at the AI cycle in 2025 and beyond
  • How AI leaders are impacting investment trends
  • Market shifts driving AI investment strategies and industry consolidation trends

Moderator

Carmen  Lilly

S&P Global Market Intelligence

Carmen Lilly

Director of Business Development, Data & Research Solutions


Speakers

Victor Basta

Artis Partners

Victor Basta

Managing Partner


Brenon Daly

S&P Global Market Intelligence

Brenon Daly

Research Director, Financials


Alexander Johnston

S&P Global Market Intelligence

Alexander Johnston

Senior Research Analyst, 451 Research


Iuri Struta

S&P Global Market Intelligence

Iuri Struta

Editor, TMT News


Questions?

Please contact us if you need more information or have trouble accessing the webinar.