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.
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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.”
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