"One in Seven AI Deals Is Now a Compute Contract. One in Thirty Is an Acquisition"Across 543 deals we tracked since Octo...

"One in Seven AI Deals Is Now a Compute Contract. One in Thirty Is an Acquisition"Across 543 deals we tracked since October 2025, acquisitions fell from 16.5% of AI dealmaking to 3.1% while compute contracts climbed from 3.9% to 14.6%. The buyers changed too: one in six recent compute deals has a government on one side.https://www.racetoagi.org/analysis/one-in-seven-ai-deals-is-now-a-compute-contract-one-in-thirty-is-an-acquisition#AI #tech

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