Post by Georgie B.

Beyond the Hype to "Token Factories" and Smart Glass Inflections The deal landscape is shifting. As we enter summer 2026, M&A professionals are moving past general AI training toward highly specialised industrial and consumer applications. Here is what’s on the 2026 M&A radar: The Rise of "Token Factories": Infrastructure is evolving from GPU-centric to multi-architecture systems. Efficiency-driven computing is the new core for industrial AI. Consumer Inflections: Smart glasses (Warby Parker/Samsung/Google) are reaching an inflection point, with success hinging on ecosystem integration over hardware alone. Infrastructure Scarcity: While AI spending fueled 76.00% of US GDP expansion in Q1 2026, power infrastructure constraints are delaying major projects. Curious to hear which of these trends is driving your deal pipeline this summer? Are you seeing power constraints impacting your targets? #M&A #TechTrends2026 #AIInfrastructure #TMT #AlphaSense