Unpack the global TMT market — sector trends, what investors want now and AI’s fast-paced dealmaking
Major shifts impacted global technology, media and telecommunications (TMT) in the first half of 2026, driven primarily by the rapid deployment of AI across geographies and sectors and an evolution of investor focus. M&A in TMT has moved from volume- driven hype to a highly selective, disciplined environment focused on infrastructure, defensible data and sovereign capabilities.
In a new regular report launched by Oaklins, in-house regional and market specialists cast their eyes over meaningful trends, headline transactions and significant deal strategies within TMT. Strong numbers for cross-border transactions, the active acquisition of innovation and what is being dubbed the “SaaSpocalypse” all feature, along with the fast pace of AI dealmaking and where investors will be looking in the second half of the year.
TMT continues to command a leading role in global dealmaking. As the AI revolution enters its next phase, investors are increasingly focused on meaningful acquisition opportunities in innovation and embracing cross-border transactions to find the growth partners that fit.JOANNA STONE, CO-HEAD TMT TEAM, OAKLINS
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A selection of closed TMT transactions
Discover the 1200+ TMT transactions Oaklins has advised on.
Oaklins hosts an ongoing series of webinars focused on different TMT-related themes — stay tuned for details of our upcoming sessions, and watch the full recordings of past events in our library here.