Artificial Intelligence Summer Report 2024

Artificial Intelligence M&A Activity

Artificial Intelligence M&A by Year (In Billions of USD)

Total Deal Size in ($B) # of Deals

Annualized

48.1

From 2020 to 2024, there has been a significant uptick in acquisitions of AI startups by major tech companies, aimed at bolstering their technological capabilities and market positions. In 2021, there was a notable increase in sector-specific AI investments. This is prominent in healthcare, where AI-powered solutions promise significant advancements in diagnostics and patient care. Further, the need for remote collaboration brought by the COVID-19 pandemic accelerated digital adoption and AI deployment across industries in 2021. This all drives heightened interest in AI M&A as companies seek AI technologies for more remote work solutions and operational efficiencies. Cities like San Francisco, Beijing, and Tel Aviv have emerged as prominent global hubs for AI innovation and witnessed a noticeable regional surge in AI sector M&A activity. This trend during these past years has drawn regulatory scrutiny worldwide, with regulators closely monitoring deals to ensure compliance with fair competition and data protection laws. Projections show the AI sector is expected to continue experiencing robust M&A activity, driven by advancements in machine learning, natural language processing, and computer vision technologies.

700

383

38.5

53.3

50.8

16.8

26.3

2020

2021

2022

2023

YTD 2024

M&A Volume by Quarter (In Billions of USD)

Total Deal Size in ($B) # of Deals

276 288

273

229 236

228

202 190 209

190 184

187

170

165

160

160

139

120

8.3 5.2 1.7 22.0 10.7 8.5 15.8 18.3 24.1 6.4 2.3 17.3 1.2 5.8 6.2 3.1 20.3 2.3

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2020 2021 2022 2023 2024

Source: Pitchbook as of June 2024. Data consists of transactions where deal value was disclosed.

Source: PitchBook, Forbes, Harvard Business Review, TechCrunch, McKinsey & Company.

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