Consultancy Deloitte Global says that 2025 will be a pivotal year for Generative AI (GenAI) and the TMT sector and also predicts that SVOD subscriptions per household will peak next year.
Unveiling its Technology, Media & Telecommunications (TMT) 2025 Predictions report this week, Deloitte said that electricity consumption by global data centres is forecasted to double to 4% by 2030 as power-intensive GenAI consumption grows faster than other uses and applications.
25% of enterprises using GenAI are forecast to deploy AI agents in 2025, growing to 50% by 2027. In 2025, the share of shipped GenAI enabled smartphones could exceed 30%, in addition to about 50% of laptops with local GenAI processing capabilities.
By 2025, Deloitte Global reckons that women’s experimentation and usage of GenAI is projected to meet or exceed that of men. However, it says that tech companies still should improve trust, representation in training models, and diversity in the AI workforce.
Elsewhere in its predictions report, the consultancy argues that streaming fatigue will fuel a shift to aggregated platforms. The number of SVOD contracts per household is forecast to peak in 2025 at four services in the US and a little over two in Europe, then decline going forward.
Deloitte also predicts that wireless telecom mergers and acquisitions are likely to rise, especially in Europe, enhancing network resilience and efficiency.
"We are standing on the brink of a new era in human invention and the choices we make today around the development and use of artificial intelligence will shape the future,” said Deloitte Global TMT Industry Leader Ariane Bucaille. “As we define the roadmap for Generative AI, we must navigate many challenges. By embracing trust, inclusivity, and sustainability, we can ensure that technological advancements positively impact not only the current generation but also businesses, consumers, and broader communities for generations to come.”
You are not signed in
Only registered users can comment on this article.
EU Sovereign AI: Collaboration crucial to AI and cloud success
Collaboration and innovation are crucial ingredients for establishing a sovereign cloud and AI ecosystem within Europe to reduce dependency on US hyperscalers, concluded an SMPTE panel at IBC2026.
Comcast and Paramount Skydance weigh future of SkyShowtime platform
Comcast and Paramount Skydance are reportedly considering winding down their SkyShowtime joint venture.
Disney+ launches curated Playlists feature
Disney+ is introducing Playlists, a feature that brings together themed collections of episodes and movies that play continuously.
Apple expands Apple TV to 170 markets
Apple is rolling out is Apple TV streaming platform into 59 additional countries, taking the service’s global footprint to 170 markets.
Canal+ and LaLiga strike anti-piracy agreement
France’s pay-TV group Canal+ and Spanish football league LaLiga have signed a strategic anti-piracy agreement covering nearly 50 countries across Europe, Sub-Saharan Africa, and Haiti.

.jpg)
.jpg)