i5invest USA || US Tech M&A Tracker

California Antitrust Bills Advance

• 🔥 COMPETE Act (AB 1776): California Assembly Bill 1776, the Competition and Opportunity in Markets for a...

Key disruptions for PNW tech M&A and hiring:

• Retroactive voiding: Nearly all existing non-competes become unenforceable from June 30, 2027,...

• Munich-based Agile Robots acquires Thyssenkrupp Automation Engineering assets in Europe and North America, rebranding as Krause Automation to expand...

Key risks for CA tech M&A from CLRC-inspired bills rejecting federal precedents:

• COMPETE Act (AB 1776) advanced April 7; ignores Amex two-sided...

Regulatory Shifts in Tech M&A

• 🔥 California SB 25 Enacted: Governor Newsom signed SB 25 on Feb. 10, 2026, requiring certain HSR filers with...

Key court ruling upholds Trump admin's Anthropic AI blacklist for now:

• Stay denied despite acknowledged irreparable harm (financial, speech...

Rising friction for Silicon Valley tech deals from federal and state pre-merger rules:

• FTC/DOJ target acquihires: Agency plans to probe structures...

Non-hyperscaler M&A heats up: Emerging cloud player Nebius is in talks to acquire Israel-based AI21 Labs, marking its second AI deal this year after...

Key FTC BCP commitments for CID responses:

• Prioritizes rigorous economic analysis with BE, including empirical data review, even for...

DOJ iPhone monopoly suit advances to international discovery:

• Apple seeks Hague Convention letter for Samsung Korea docs (market research, sales,...

DOJ Antitrust Developments

• 🔥 Apple is using the Hague Convention to force Samsung's South Korean parent company to provide evidence in the DOJ...

Strategic M&A move by OpenAI to acquire TBPN, Silicon Valley's 'SportsCenter', amid AI scrutiny and public distrust.

• Exec-driven deal: Fidji Simo...

DOJ Apple monopoly suit intensifies with international evidence push:

• Samsung US refuses docs owned by Korean parent
• Apple invokes Hague...

Accordion acquires A5 to expand Salesforce capabilities:

• Adds global talent pool across North America, EMEA, and India
• Deepens AI and data capabilities aligned with Salesforce's roadmap
  Key tuck-in for Salesforce-adjacent enterprise AI strength.

Anthropic's PE-Backed Joint Venture Talks

• 🔥 Negotiations with Blackstone and Others: Anthropic is in talks to invest $200M in a joint venture...

Aggressive expansion play: Anthropic to invest $200M in JV with Blackstone, Hellman & Friedman (plus General Atlantic/Permira) to embed Claude across...

Key bullish signal for cloud giants' AI infra bets:

• Anthropic expands to 3.5GW TPU compute via Broadcom-Google starting 2027, from 1GW in 2026
  -...

Escalating pressure on Apple: America First Legal urges Congress to investigate the Apple-OpenAI partnership for antitrust issues.

• Smartphone...

Antitrust Developments

• 🔥 Apple-OpenAI Probe Call: America First Legal urged Sen. Grassley and Rep. Jordan to investigate the exclusive...

• Record US VC: $267.2B invested in startups, double prior quarterly high, with OpenAI/Anthropic taking 57%.
• Exit surge: Record value, but 72% from...