March 19, 2026

Has M&A Activity for MSPs Picked Up in 2026?

17 minutes

https://www.theinformation.com/articles/iran-war-imperils-300-billion-gulf-ai-spending?utm_campaign=article_email&utm_content=article-16718&utm_medium=email&utm_source=sg

The war: The USA has bombed three data centers owned by Amazon. This is the first time I've seen data centers be targets. It won't be the last.

The war: Middle eastern countries have promised $300 billion in AI infrastructure investment. Some in their countries and some in ours. That investment is in jeopardy now as the bombs fall.

Memory Costs Squeeze Entry-Level Hardware as Suppliers Capture Margin Upstream

Apple’s $599 MacBook Neo Signals a Split Hardware Strategy, Not a Budget Play

Big announcement from Microsoft. A long rumored and asked for E7 plan. Finally, Microsoft announced the Microsoft 365 E7 Frontier Worker Suite, also available from May 1, priced at $99 per user per month. The bundle combines Microsoft 365 E5—long the company’s premium business productivity suite—with Microsoft 365 Copilot and Agent 365. It also includes the Microsoft Entra Suite and advanced Defender, Intune, and Purview security capabilities. It'll sell for $99 . The $99 price is below what customers would pay if they purchased these capabilities separately, according to Microsoft. The component pricing of the constituent parts—E5 at $60, Entra Suite at $12, Copilot at $30, and Agent 365 at $15—adds up to $117 per user.

https://www.linkedin.com/news/story/openai-hardware-chief-resigns-over-rushed-pentagon-pact-7064308/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3Bx3AKUbDJSbm6nGyejyaodg%3D%3D

UPCOMING CHANNEL EVENTS:

Mastermind LIVE Event – San Diego March 26-27th

https://portal.kernanconsulting.com/mastermind-event

Exclusive Small Biz Thoughts Community Members Live Workshop: How AI Helps MSP Radio Production…and Where It Doesn’t Help.

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By Dave Sobel

44 ratings