i5invest USA || US Tech M&A Tracker

Major Acquirer Infrastructure Deals

• 🔥 Amazon-Globalstar: Amazon announced an $11.6 billion acquisition of Globalstar, the satellite operator...

Cyera acquired five-month-old Genie Security for $50 million, underscoring aggressive tuck-in deals in cybersecurity.

• Cyera, valued at $9 billion,...

Amazon's $11.6 billion Globalstar acquisition secures operational LEO spectrum and direct-to-device infrastructure for Project Kuiper, giving it...

OpenAI and Anthropic now anchor more than half of the nearly $2 trillion future cloud revenue backlog at Microsoft, Oracle, Google, and Amazon, giving...

State AGs Lead Antitrust Push

• 🔥 Tech and AI Mergers Targeted: State attorneys general from both parties are expanding antitrust enforcement on...

SpaceX's S-1 filing, released May 20, sets a June 12 IPO date after the required 15-day SEC waiting period.

Key takeaways include 30% retail...

• Microsoft closes its final Activision Blizzard challenge with a $250 million settlement to Swedish pension fund AP7, ending 4.5 years of global...

State attorneys general from both parties are seizing the lead on tech and AI merger enforcement as the Trump administration pulls back from...

State attorneys general are fully prepared to investigate, block, or dissolve mergers via subpoenas, underscoring the need for early planning in tech M&A processes.

Firms with higher concentrations of AI talent achieve superior acquisition performance during announcement periods. This points to AI expertise as a key driver of positive market reactions in tech M&A.

Antitrust Developments

• 🔥 New Collaboration Guidelines: Agencies opened a public comment period on new antitrust collaboration guidelines that...

Major acquirers are sidestepping traditional M&A with licensing deals to secure AI inference and research talent amid rising regulatory pressure.

-...

New FTC and DOJ guidance may reshape competitor collaborations, data sharing, and algorithmic pricing.

• Podcast episode details practical navigation...

Cohere has acquired Berlin-based Reliant AI for an undisclosed sum, marking its second German AI tuck-in just weeks after the Aleph Alpha deal. This...

AI adoption is accelerating faster than most appreciate, with operators redesigning companies around it while skeptics risk getting left behind.

-...

The FTC is probing whether Arm could restrict access to processor licenses as it expands its own capabilities, signaling tighter antitrust review of...

Mark-to-market rules from the 2016 FASB update now let Big Tech book quarterly fair-value gains on AI stakes directly into net income. Amazon recorded...

EQT's all-cash acquisition takes Perficient private, providing a concrete exit path that could reshape valuations and deal structures for digital services and IT consulting firms.

Regulatory Developments

• 🔥 HSR Avoidance Guidance: Entry into a nonexclusive license is not subject to an HSR filing or pre-consummation review...

Publicis's $2.2B all-cash acquisition of LiveRamp positions the group as a leader in data co-creation.

• This enables smarter AI agents through...