CEOs Eyeing Tech Deals Record Flock to Key Goldman Confab

0 2 minutes read

Palace Hotel is hosting San Francisco, where Goldman Sachs hosts its annual technology, media and communications conference this week.

(Bloomberg) – Executive managers, investors, analysts, and even some bankers at one of the largest technology industry this week in San Francisco are whispering about how 2025 decreased as the best year ever in deals in its sector.

Such gossip was almost unreasonable only six months ago, when president Donald Trump used a speech in the White House garden to announce the tariff plan that led to recession fears and sent the markets beside.

Most of them read from Bloomberg

The Goldman Sachs Group Inc. Cinteracopia & Technology Conference 2025, which starts on Monday at City Palace Hotel, a place for companies to set their priorities and set the way for possible future deals. It has also been a regular land over the years of the management teams looking to beat the skeptics of the already announced integration and purchases.

Among 260 companies or so is to be offered this year: Meta Platforms Inc. , Hot in the wake of its $ 14.3 billion investments at Scale Ai Inc. ; Salesforce Inc. In May, the largest deal since 2020 with Informatica Inc. ; And Nvidia Corp. The Chips Beheemoth, which announced last week a millions of dollars in Startup Solver Inc.

At a price of $ 645 billion on an annual basis, transactions such as those helped to pay the value of technology deals to the levels that have not been seen since 2021, when the demand after the pent -up delivery led to $ 986 billion for the full year, according to the data collected by Bloomberg. Including communications and media transactions, the common value of deals in the wider sector this year is $ 822 billion, the data appears.

Other transactions in this sector, which strengthened expectations this year, includes obtaining Palo Alto Networks Inc. $ 25 billion for Cyberark Software Ltd. , And Serfer of Dayforce Inc. From Thoma Bravo at $ 12.3 billion, and CommssCope Holding Co. $ 10.5 billion for amphenol corp.

If there is one incentive to loom on the horizon in integration and purchases, it is the artificial intelligence arms race. While companies such as Meta and Elon Musk’s Xai Corp are spent significantly when it comes to data centers, some of the world’s largest software companies are likely to use the use of integration and purchases as a defensive cover in exchange for interruption of business models and revenue from AI.