Sources report EA is in talks to go private in a deal valuing it at about $50B, with investors said to include Jared Kushner's PE firm, Saudi Arabia's PIF, and Silver Lake; the deal would likely be the largest leveraged buyout ever.
The 2025 M&A landscape split into two tracks: mega-deals driven by AI infrastructure demand and defensive acquisitions by companies racing to integrate AI before competitors. Regulatory scrutiny intensified — the FTC and EU blocked or delayed several major transactions, creating a new category of 'announced but stalled' deals that dominated coverage for months.