-
Summary
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
S&P Global Market Intelligence
Carmen Lilly
S&P Global Market Intelligence
Director of Business Development, Data & Research Solutions
Carmen is the Market Development team lead for Corporate Solutions across the S&P Global business units. She has been with S&P Global since 2009 and carries vast expertise in product management and development for several disciplines and segments.
Speakers
Artis Partners
Victor Basta
Managing Partner
S&P Global Market Intelligence
Brenon Daly
S&P Global Market Intelligence
Research Director, Financials
Brenon Daly directs the financial analysis of the 451 Research Market Insight and M&A KnowledgeBase products within S&P Global Market Intelligence. He is responsible for all financial coverage within those product lines, as well as supporting investment- and acquisition-related activity by investment banking and private capital cl
Brenon Daly directs the financial analysis of the 451 Research Market Insight and M&A KnowledgeBase products within S&P Global Market Intelligence. He is responsible for all financial coverage within those product lines, as well as supporting investment- and acquisition-related activity by investment banking and private capital clients.
Brennon arrived at S&P Global Market Intelligence through its 2019 acquisition of 451 Research. Before joining 451 Research in mid-2006, Brenon worked at research boutique for technology-focused hedge funds, as well as trading equity and options on his own book.
Brenon began his career in 1991 as a founding reporter at the first English-language newspaper in the former Eastern Bloc. Brenon moved to Vienna in 1995 to run the local bureau for United Press International before taking on an analyst position with the Economist Group, where he researched and wrote reports for The Economist Intelligence Unit and the regional publication of The Economist.
In addition to earning a degree from the University of Kansas, Brenon studied at the University of Ulster (Northern Ireland) and the Vienna University of Economics and Business (Austria).
S&P Global Energy
Alexander Johnston
Senior Research Analyst, Data, AI & Analytics
Alex Johnston is a research analyst on the 451 Research Data, AI & Analytics team at S&P Global Market Intelligence. He focuses on emerging technologies and how they can be applied in business contexts. Alex's primary coverage areas are artificial intelligence, distributed ledger technology, event stream processing and data marketplaces.
Before joining S&P Global Market Intelligence, Alex was a principal analyst at Procurement Leaders, leading much of the research on procurement and supply chain. His specialty focus was procurement and supply chain technology markets, advising chief procurement officers on digital roadmaps and building out a suite of diagnostic tools. He has a background in qualitative and quantitative research and has significant data science experience. Alex holds a history degree from the University of Warwick.
Alex’s recent areas of concentration include monitoring the emerging generative AI market, tracking the evolution in blockchain use cases and investigating real-time architectures.
S&P Global Market Intelligence
Iuri Struta
S&P Global Market Intelligence
Editor, TMT
Iuri Struta is a Senior Research Associate at S&P Global Market Intelligence. He specializes in analyzing M&A activity within the technology sector, with a particular focus on fintech and artificial intelligence.
Prior to joining S&P Global in 2022, Iuri conducted research on shareholder activism at Insightia, where, among others, he led the research effort on activism vulnerability assessment. He holds a bachelor's degree in business administration and a master's degree in international business.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.