Particularly interesting report in light of the on-going anti-trust activities. Some of this M&A activity in part reminds me of what happened in past decades as the defense industrial base concentrated down via M&A to a modest set of very large prime contractors.

Google, Microsoft, and Amazon have ramped up their investments in AI & ML companies. In the final snapshot of our "Funding the AI Cloud" series, Christian Schoeberl & @jack-corrigan.bsky.social explore where the biggest cloud providers are spending their money. cset.georgetown.edu/publication/...