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The $55 Billion EA Acquisition: What Record Gaming M&A Tells Us About AI's Future
Fifty-five billion dollars. That's what a consortium of Saudi PIF, Silver Lake, and Affinity Partners just paid for Electronic Arts—the largest leveraged buyout in gaming history. While everyone's dissecting the deal mechanics, they're missing the real story: this isn't about owning FIFA and Madden. It's about betting that AI will fundamentally restructure how games are made, and whoever controls the infrastructure wins everything.
Drake Star's Q3 2025 report reveals this isn't an…