How Tech M&A Buyers Price Data Center Capacity

In this episode of Tech M&A with Fexingo, Lucas and Luna examine a rising factor in software and AI acquisitions: data center capacity. As Palantir's stock surges over 32% in five days and Snowflake jumps 12%, the hosts discuss how hyperscalers and strategic buyers are now scrutinizing a target's access to GPUs, power, and compute. They break down the new 'compute-adjusted EBITDA' metric, the premium for secured capacity, and the risks of power constraints for startups. With a nod to Microsoft's 26% weekly gain and Oracle's 23.8% rise, they connect the dots between infrastructure scarcity and deal pricing. Tune in for a practical look at what buyers are really paying for when they acquire AI-driven companies in 2026. #DataCenterCapacity #TechMergersAndAcquisitions #AIInfrastructure #ComputePricing #HyperscalerDeals #GPUScarcity #Palantir #Snowflake #Microsoft #Oracle #Business #Technology #FexingoBusiness #BusinessPodcast #StrategicAcquisitions #MADeals #VentureCapital #TechTrends Keep every episode free: buymeacoffee.com/fexingo