Bloomberg Tech Salesforce to Buy Informatica for $8 Billion, Apple’s Tariff Headwinds
5 snips
May 27, 2025 Chad Rigetti, a quantum computing entrepreneur and physicist, discusses groundbreaking innovations at his company Sigildry, designed to lower the cost and energy consumption of AI. He dives into the evolving landscape of quantum computing and its potential impact on technology. The conversation also touches on Salesforce's strategic $8 billion acquisition of Informatica and how this could shape the tech industry. Additionally, the episode highlights Apple’s challenges with tariffs and the anticipation surrounding SpaceX's upcoming Mars mission.
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Salesforce Reignites M&A Strategy
- Salesforce is actively pursuing AI-driven growth through acquisitions, exemplified by its $8 billion Informatica deal.
- The deal highlights Salesforce's return to major acquisitions after a brief pause under activist investor scrutiny.
AI Drives Software Consolidation
- AI remains the key driver for consolidation and growth in the cloud and software sectors.
- Investors are cautious but still bullish on AI's long-term potential despite geopolitical challenges.
Apple Faces Unique Challenges
- Apple's stock faces volatility from tariff uncertainty and geopolitical tensions, impacting investor confidence.
- Unlike other mega caps, Apple struggles with growth, AI innovation, and political risks, making it a unique outlier in 2025.
