M&A Fever: The Great AI Consolidation of 2026

We have reached the "Consolidation Phase" of the AI revolution. Throughout February 2026, the market has seen a record-breaking number of M&A deals, with tech giants like Microsoft, Salesforce, and Nvidia acquiring specialized AI startups at an aggressive pace.
Survival of the Specialized
Startups that focused on niche vertical AI—such as legal-tech, med-tech, or supply-chain optimization—are becoming prime targets. Large enterprises are realizing it is faster to buy a proven, specialized agent than to build one from scratch.
AI Mergers & Acquisitions
"We aren't seeing startups fail; we're seeing them being integrated into the global infrastructure," says a market strategist. "The 'AI Standalone' era is ending, and the 'AI Integrated' era has begun."
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