La ola de fusiones y adquisiciones de IA realmente se está expandiendo, desde chips hasta bienes raíces, todos están siendo reevaluados.

Wally Cheng, director of global technology mergers and acquisitions at Morgan Stanley, stated that AI mergers and acquisitions are covering all sizes and expanding into multiple industries, with transactions involving private companies and publicly listed companies. In addition to focusing on AI computing chips, related infrastructure such as networks, storage, power, and real estate also hold significant value. AI valuation remains very challenging, requiring a balance between imaginative potential and execution risk. Tammy Kiely from Evercore also emphasized that potential buyers need to assess the value that can be created and weigh the cost of missed opportunities.