Capital Markets & M&A

TPG raised $51 billion in 2025, up from $30 billion the previous year, while cutting private equity concentration from 80% to 40% of AUM since its IPO. The shift reflects broader industry diversification into credit markets, with Third Point launching new private credit funds and Ancient Financial Holdings acquiring F&G Life Re as alternative asset managers chase growth beyond traditional buyouts.

Nvidia committed $1.17B to AI infrastructure investments while SoftBank pursues strategic realignment with Marvell, marking institutional capital flows into semiconductor supply chains. Rezolve Ai reported 650+ enterprise clients processing billions of API calls, demonstrating commercial-scale generative AI deployment. The moves reflect investor confidence in sustained AI demand despite organic search traffic declining up to 50% as AI-powered search replaces conventional SEO.