img
AI M&A Wave: Golden Opportunity or Technology Bubble Trap?

In an era that who becomes the new core capacity of the business, the M&A deals (Mergers & Acquisitions) are no longer ordinary power games-they are a survival race to gain technology, talent and market share in a re-image-shaped world. Who is the motivation to promote the new M&A wave

In the last 3 years, who not only creates a technology breakthrough, but also opens a new "M&A war" between global corporations to:

  • Consolidating the position in the AI ​​value chain,
  • and blocking the opponent to dominate the technology market share.ign-justify">Market reality: According to PitchBook (Q2/2025), there were more than 230 AI-related M&A deals in the first half of 2025 – an increase of nearly 40% over the same period in 2024.

    Notable deals:

    • Microsoft Investing 13 billion USD in OpenAI to integrate ChatGPT deeply into products, promoting Azure AI.
    • NVIDIA acquires Run:ai and Deci.ai, creating a monopoly on hardware - AI infrastructure.

    ⟶ The goal is not just technology, but to occupy a position Strategic position in “AI supply chain”.

    2. Not Just a Target, AI is Remaking the Entire M&A Process

    AI is not only "sought after", but is also changing the way M&A is done — t�Search for objects, appraisal, until the integration after the merger.

    • Big Data analysis (Finance, Communications, Social Network signals, ...) to determine the potential potential for breakthroughs, before the market. Class = "QL-ANGN-JUSTIFY"> forecasts the trend of industry growth, technology cycle and the ability to expand the scale. Fast and more accurate appraisal thanks to AI

      Who shortened Diligence's time and cost: Class = "QL-align-Justify "> detect hidden risks in the contract, cash flow, or potential legal dispute. Risk of M&A Ai: When expected to overcome capacity

      3.1. Class = "QL-SIGN-JUSTIFY"> Bubble is easy to form, like the dotcom period in 2000.c valuation. Buy but not integrated

      • traditional businesses buy AI but lack of technological and cultural integration capacity, leading to "blood clots" in the merger operation. Long-term value, mainly due to the lack of system and human resources. New trend: AI-NATIVE M&A and "Buy for fast integration"

        4.1. The startup generation AI started to acquire backward

        Some AI startups grow strongly (such as Anthropic, Inflection AI, Cohere) began:

        • acquiring back-to-paid companiesg (logistics, finance, consulting...) to integrate AI into the value chain, expanding practical applications.
        • This is the "AI-native M&A" trend - when AI companies proactively shape the industry, not just being a support tool.

        4.2. "Buy to use" mindset, no longer "buy to own"

        • New M&A deals are "quick tactics": if not successfully integrated within 6–12 months → the business will divest soon, avoiding losing control of cash flow.

        ⟶ Mindset M&A today must be accompanied by a very specific post-merger plan, leaving no room for "buy and then move on" deals.

        5. Vietnam and Southeast Asia: What to Do During the WarThis Big Thing?

        Vietnamese businesses are starting to pay more attention to AI, but most do not have enough capacity to develop domestic AI technology themselves. Therefore, M&A or strategic cooperation is a viable path — but caution is needed.

        Note for businesses:

        • Choose technology carefully: Avoid buying "PowerPoint presentation" technology, prioritize models that have clearly tested products (PoC).
        • Build the integration platform first: Don't buy AI if the team doesn't understand AI. Build internal technology capabilities first.
        • Partnering instead of owning: In the early stages, joint ventures or development partnerships can be more effective than full-blown M&A.

        In the context that who is regenerating all industries, M&A is no longer just a large-scale extension tool, but has become a strategic lever, where the speed, integration capacity and technological thinking decide to success or fail. Which:

        1. What is your M&A strategy-Buy for innovation, expansion or defense?
        2. How long will the measurement be appeared- and how to verify that? Align-Justify "> In AI era, the vague in the goal and capacity not only causes the deal failure, but also can push businesses into long-term risks.
Tag Clouds
#M&A

Related Posts

November 20, 2025

Tax Risk in M&A: How to Identify and Optimize Deal Value”

Tax is an important factor that determines the success of every M&A deal. Many deals in Vietnam have...

November 6, 2025

New Tax Policy 2025: Impact on M&A Activities in Vietnam

1. The context of corporate tax policy in 2025 and major changes.In 2025, Vietnam enters a comprehen...

November 3, 2025

“Vietnam M&A Trends: A New Move in the Post-Growth Era”

After a period of hot growth, Vietnam's economy is entering a "post-growth" period - where businesse...