Anthropic acquires Stainless, the SDK generation platform behind all Anthropic SDKs since launch, bringing SDK and MCP server tooling in-house permanently.
Publicis acquires LiveRamp for $2.2B cash — the data collaboration platform's pipelines directly support agentic marketing and audience frameworks across ad tech.
IREN acquires Mirantis for $625M in stock to vertically integrate Kubernetes orchestration with its AI data center GPU capacity.
Roche acquires PathAI for up to $1.05B ($750M upfront) to bolster AI diagnostics capabilities; close expected H2 2026.
SAP acquires Dremio and Prior Labs and commits €1B over four years to build a frontier AI lab — signaling enterprise software giants moving beyond API licensing toward proprietary models.
GameStop reportedly eyes a $45B bid for eBay — over 4x its own market cap. Either the boldest leveraged play of the cycle or financial performance art.
Amadeus IT Group acquires Idemia Public Security for €1.2B in an all-cash deal, combining global travel infrastructure with advanced biometric identity technology.
Palo Alto Networks acquires Elevation Capital-backed AI gateway startup Portkey for $120M–$140M, adding agent management and security infrastructure to its portfolio.
China blocked Meta's acquisition of Manus AI; Meta is preparing to undo the deal, with Manus investors having already received returns — a direct casualty of US-China tech friction.
SpaceX AI pairs its Colossus compute cluster with Cursor's coding-agent demand in a deal valuing Cursor at $60B — xAI gets demand, Cursor gets frontier-model access.
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