CB Insights – Tech M&A Predictions, 2025

The main theme of the report is the predictions of mergers and acquisitions (M&A) in the technology sector for 2025.

Key findings include seven predictions such as major tech companies targeting humanoid robotics, corporate tech giants competing for AI infrastructure dominance, increased interest in cooling technologies due to data center energy needs, professional services firms acquiring AI capabilities, pharmaceutical companies targeting AI drug discovery startups, SaaS giants bolstering their offerings through AI agent acquisitions, and AI coding agents driving the next wave of AI agent consolidation. There is noted growth in M&A deals after two years of decline, although aggregate deal value remains below 2020 levels. AI companies stand out as particularly promising, with increased typical acquisition values and faster market entry.