Targets to Watch as AI Dealmaking Picks Up

Google’s and Meta Platforms’ unconventional multibillion-dollar deals to obtain artificial intelligence talent have dominated headlines in recent weeks. But large technology companies including Meta, Amazon, Nvidia, Snowflake and cloud provider CoreWeave have gone beyond recruiting talent: Each has recently acquired at least one AI startup for their technology.

A pool of startups hasn’t raised capital in a while and could be primed for a takeover by large acquirers or other startups, while some in particularly hot niches of AI that have raised money recently are also seeing acquisition interest, bankers and deal lawyers say. We’ve updated The Information’s latest AI Takeover List to show more than 50 candidates that reflect the latest dealmaking trends.