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PRIVATE EQUITY SHIFTS FOCUS TO AI-DRIVEN GROWTH

AI DESK1 MIN READ
WED, JUL 1, 2026

■ AI-SUMMARIZED FROM 1 SOURCE ▸ TIMELINE

Artificial intelligence is reshaping private equity investment strategies, creating clear winners and losers in the software sector. EQT's Co-Head of Private Capital Eric Liu outlines how firms are adapting to capitalize on AI opportunities.

AI is fundamentally changing how private equity firms evaluate and invest in technology assets. The technology landscape now exhibits a stark divide between software companies equipped to leverage AI capabilities and those falling behind, according to Liu. Despite a slowdown in private equity exits, high-quality assets continue to attract investment. Firms are maintaining deal activity by focusing on companies positioned to benefit from AI adoption. Private equity players must navigate regulatory challenges across technology and healthcare sectors as AI deployment accelerates. Managing these risks while identifying AI growth opportunities has become central to investment strategy. The shift reflects broader market recognition that artificial intelligence will determine competitive advantage in software and beyond. Private capital is positioning itself accordingly, betting that AI-native or AI-ready companies will command premium valuations regardless of near-term exit headwinds.

■ SOURCES

Bloomberg Tech

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE

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