"The arms race in artificial intelligence has increased the likelihood of a $100 billion-plus M&A deal by this time next year, according to the top dealmaker at Barclays Plc. There will be transactions that defy our imagination within the broader AI spectrum, Andrew Woeber, global head of mergers and acquisitions at the British lender, said in an interview. Don't be surprised to see a $100 billion plus deal within the next year. Big platforms are going to make big bets."
"Technology companies such as Elon Musk's xAI Corp. and Meta Platforms Inc. have already committed billions of dollars in capital to invest in data centers and related infrastructure to support the AI boom. Morgan Stanley estimates such spending could exceed $3 trillion over the next three years. Were a 12-digit deal to come along, it would be the largest in any sector since AT&T Inc.'s acquisition of Time Warner Inc. for around $110 billion including debt, which completed in 2018, data compiled by Bloomberg show."
"Companies globally have announced more than $1 trillion of deals since June, defying the normal slowdown in the summer months. That's the highest tally for this spell since the record-breaking 2021. The period has included the biggest deal announced so far in 2025: Union Pacific Corp.'s agreement to acquire railroad operator Norfolk Southern Corp. for more than $80 billion including debt."
The arms race in artificial intelligence has raised the probability of a $100 billion-plus merger within the next year as major platforms prepare large strategic bets. Companies such as xAI and Meta have committed billions to data centers and infrastructure, and Morgan Stanley projects AI-related spending could exceed $3 trillion over three years. A $100 billion transaction would rival AT&T's Time Warner deal in scale. Corporate leaders are pursuing strategic deals despite market uncertainty, producing more than $1 trillion of announced global deals since June and several mega-transactions in 2025.
Read at www.mercurynews.com
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