Agentic Infrastructure as an Emerging Asset Class

AI Industry M&A Dynamics and Big Tech's Race for Multi-Agent Capabilities.

Global AI-related M&A; reached $4.9 trillion in 2025, a record year driven by infrastructure deals, talent acquisition, and the race to build agentic AI capabilities. Meta's acquisition of Moltbook—a social network for AI agents—signals that multi-agent interaction environments are now strategic assets, not novelties. This report examines the emerging asset class of agentic infrastructure, maps Big Tech's divergent acquisition strategies, and identifies implications for institutional investors navigating the AI M&A; landscape.

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