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Big Tech’s AI M&A Strategies: What Do They Mean for VCs?

Artificial intelligence investments have moved to the very center of the technology ecosystem over the past two years. In 2024, AI accounted for approximately 34% of total global investments, a figure that increased to nearly 50% in 2025. Total AI investment volume, which stood at $114 billion just a year ago, reached $202 billion in 2025.




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