AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions

In October, technology dealmaking remained strong with more than $60B in transaction value, fueled by mega-deals in data infrastructure, AI, and cybersecurity. The month reflected continued investor confidence in scalable cloud platforms, AI-native applications, and automation across enterprise and frontier technologies.

The October 2025 Dakota Software & Technology Transactions Report tracks the month’s largest deals and key themes shaping the digital economy, from hyperscale infrastructure to cybersecurity resilience and scientific innovation.

Key Insights:

Digital Infrastructure Dominance: BlackRock, NVIDIA, and Microsoft led the $40B acquisition of Aligned Data Centers, underscoring investor conviction in hyperscale cloud and compute assets.
AI & Analytics Expansion: Qualtrics’ $6.75B acquisition of Press Ganey Forsta and Bending Spoons’ $2.8B financing to acquire AOL reflected growing momentum in AI-enabled analytics and enterprise software.
Cybersecurity Consolidation: Francisco Partners’ $2.2B take-private of Jamf and Veeam Software’s $1.7B acquisition of Securiti highlighted the strategic importance of security and compliance infrastructure.
Deep Tech Breakthroughs: Periodic Labs raised $300M to develop autonomous AI-driven research systems, marking a leap forward in scientific automation and frontier innovation.
Private Equity Platform Building: Sponsors continued to roll up cloud, security, and developer tooling assets, reinforcing the shift toward ecosystem-based value creation.

Download the full October 2025 Software & Technology Transactions Report here!

Written By: Dakota

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