Summary
There is no shortage of hype around GenAI, but the impacts on technology strategies, budgets and investment markets are very real. Enterprises are moving from fascination to demanding real value from their AI infrastructure investments. There are use cases that are showing positive returns, but it’s early days as far as production deployments go. At the same time, markets are becoming more skeptical of the large capital outlays of some of the largest market players. Startups are seeing dramatic investment inflows, as long as they’re AI-focused. Strategic investors are placing a complex matrix of bets as they position for competitive advantage. Is this a market where valuations are changing the M&A landscape? Join us as we discuss some of the latest data highlighted in the S&P Global Market Intelligence Big Picture report with the analyst team and look at where both the market and the technology is heading.
Speakers
S&P Global Market Intelligence
Melissa Incera
S&P Global Market Intelligence
Research Analyst
Melissa Incera is a research analyst on the M&A team supporting 451 Research, a technology research group within S&P Global Market Intelligence.
In her research, Melissa looks at high-level trends in tech M&A markets, analyzes noteworthy deals and investments, and forecasts activity across technology subsectors, specifically, enterprise software. She also tracks technology private equity and venture capital markets.
Prior to joining the M&A team, Melissa spent a few years covering collaboration technology with the S&P Global Market Intelligence Workforce Productivity & Collaboration team, where she researched the future of work and emerging applications to enhance the employee experience. She also had a brief stint leading North American market growth strategy for a startup in the logistics technology space.
Melissa holds a bachelor’s degree in English Literature from Boston College and an MBA from ESADE, Ramon Llull University in Barcelona.
S&P Global Market Intelligence
Eric Hanselman
S&P Global Market Intelligence
Chief Analyst, 451 Research
Eric Hanselman is the chief analyst at S&P Global Market Intelligence. He coordinates industry analysis across the broad portfolio of technology, media and telecommunications research disciplines, with an extensive, hands-on understanding of a range of subject areas, including information security, networks and semiconductors and their intersection in areas such as SDN/NFV, 5G and edge computing.
Eric helps S&P Global’s clients navigate these turbulent waters and capitalize on potential outcomes. He is a member of the Institute of Electrical and Electronics Engineers, a Certified Information Systems Security Professional and a VMware Certified Professional. He is also a frequent speaker at leading industry conferences and hosts the Next in Tech technology podcast.
S&P Global Market Intelligence
Scott Denne
S&P Global Market Intelligence
Principal Research Analyst, Financials
Scott Denne is a Senior Research Analyst with 451 Research, part of S&P Global Market Intelligence, where he covers technology M&A and private equity. His research explores changes in deal-making and shifts in valuation. His reports cover broad movements in the tech M&A markets, private-equity investments, analysis of specific deals and forecasts of deal activity in multiple sectors of the software industry.He has spent more than 15 years covering technology companies and capital markets as a journalist and analyst. Prior to joining 451 Research, Scott covered startups and venture capital for several Dow Jones publications, including VentureWire, Private Equity Analyst and The Wall Street Journal. He has been quoted by financial and technology publications, including TheStreet.com, Wired, CNBC.com, AdExchanger and CMSwire.
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