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S& Global Platts Crude & Refined Products Market
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M&A in Focus: Shifting AI Market Dynamics
Duration: 1 hour
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
Speakers
Victor Basta
Managing Partner
Artis Partners
Brenon Daly
Research Director, Financials
S&P Global Market Intelligence
Alex Johnston
Senior Research Analyst, Data, AI & Analytics
S&P Global Market Intelligence
Iuri Struta
Editor, TMT News
S&P Global Market Intelligence
Carmen Lilly (Moderator)
Director of Business Development, Data & Research Solutions
S&P Global Market Intelligence
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M&A in Focus: Shifting AI Market Dynamics
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