2025年技术、媒体与电信（TMT）预测报告

TMTPredictions2025:Bridgingthegaps Deloittepredicts2025willbea“gapyear”forgenAIandtheTMTsector,markedbyeightcriticalgapsthatneedtobebridgedfortoday’spotentialtoberealized ARTICLE16MINUTEREAD Aswelookaheadto2025andbeyond,it'sclearthatTMTisonthevergeofasignicantleapforward,largelypoweredbyrapidgenerativeAIadoption.Buttogetthere,theindustrywillneedtoclosegaps,including:balancinggenAIinfrastructureinvestmentswithmonetization,addressinggenderdisparitiesingenAIusage,managingtheenergyconsumptionofgenAIdatacenters,tacklingtrustconcernssurroundingdeepfakecontent,discoveringhowbesttousegenAIinmediaandgaming,andharnessingthepowerofgenAIagentstomanageandactinrealtime.Furthergapsexistinstreamingvideoandcloudspending. Plus,therearenon-gappredictions,aroundnewsmartphonesandPCswithgenAIchipsonthem,newstadiumsandothersportsinfrastructurelevelingupthefanexperience,andtelcoconsolidation,specicallyofwirelessplayers.Overcomingthesehurdleswillbeimportanttohelpbusinessesandindustriesthrive. Thisblankspaceiscausedduetoformattinglimitations.Textcontinuesonnextpage. Closingthegapforabrighterfuture Weareatapivotalmomentinthehistoryofhumaninvention.Futuregenerationswillcertainlylookbackonthechoiceswemaketoday.Deloie’spredictionthat2025willbea“gapyear”forgenerativeAIunderscoresthissignicantinectionpoint.Thesegaps—spanninginfrastructureinvestment,genderdisparities,energyconsumption,trustdecits,andthecapabilitiesofgenAIagents—arenotjustchallengesfortheindustrybutsocietalimperatives.Howwecollectivelyaddressthesegapswill denethelegacywecreate. BeyondgenAI,advancementsincloudcomputingandtelecommunicationsareexpectedtobringunprecedentedeciencies,newbusinessmodels,andaugmentedconsumerexperiences.Investmentsinsportsinfrastructureandtheincreasingprominenceofwomen’ssportscanactascatalystsforeconomicandsocialdevelopment.Thesetrendsreinforcetheindustry’sroleinfosteringinnovationthatenhancesbusinesses,consumers,andbroadercommunities. The2025TMTPredictionsrepresentopportunitiestocreatelastingimpact.Bynavigatingthepathforwardwithtrust,inclusivity,andsustainabilityattheforefront,industryadvancementscanbenetnotonlythecurrentgeneration,butallthosewhofollow.Together,wecanrisetotheoccasionandbridgethegaptoabrightertomorrow. -LaraAbrash,chair,DeloitteUS Eightgapsthatmark2025asa“gapyear”forTMT 1.ThegenAIinfrastructureandmonetizationgap.Aswepredictedlastyear,companiesarespendingtensofbillionsofdollarsonchipsandfurtherhundredsofbillionstobuildgenAIdatacentersfortrainingandinferenceofgenAImodels.WhilesomecompaniesoeringgenAIenterprisesoftwareareseeingincrementalrevenues,theinvestmentis10times(ormore)higherthanthereturn,atleastfornow.ThosespendingthemostmightsuggestthattheriskofunderinvestingingenAIishigherthantheriskofoverinvesting.Butthegappersistsandseemstobewidening. 2.ThegenAIdatacenterelectricityandsustainabilitygap.ProposedgenAIdatacentersrequireunprecedentedamountsofpower,preferablylowcarbon,whichiscreatingagapbetweentheirneedsandthecapacitiesofelectricalgrids,andcompanies’sustainabilitytargets.Muchisbeingdonetocloseitbyhyperscalers,chipcompanies,andutilitiesaroundtheworld,butthegapisexpectedtoremainin2025. 3.ThegenAIgendergap.WomenarelesslikelythanmentousegenAItoolsforbothworkandplay.Someofthisisduetolackoftrust,butwomen’susageofgenAIisexpectedtocatchuptomen’susage …withintheyearinsomemarkets. 4.ThegenAIdeepfaketrustgap.TheproliferationofdeepfakegenAIcontent(images,video,andaudio)ismakingitharderforconsumers,asasociety,totrusttheirowneyesandears.ThatgapneedstobebridgedbythegenAIecosystemcomprehensivelyandimmutablylabelinggenAIcontent,aswellasreliablyandaccuratelydetectingfakeimagesinrealtime.Themarginalcostofcreatingconvincingdeepfakesisfalling,andthecostofdetectionneedstofallatanequivalentpacetohelpclosethegap. 5.ThestudiogenAIusagegap:ManyexpectlargestudiostobeusinggenAIforcontentproduction,andsomeare,butthereisagapbetweenthoseexpectationsandreality.Manyarecautiousaboutchallenges withintellectualpropertyinherenttogenerativecontent,buttheyarekeentogainenterprisecapabilitiesthatcanreducetime,lowercosts,andexpandtheirreach. 6.TheautonomousgenAIagentgap.Theprospectofautonomousbotsthatcanconsistentlyandreliablycompletediscretetasksandorchestrateentireworkowsistantalizing.AgenticAIpilotsarelaunchingin2024—willtheyreachwidespreadadoptionin2025? 7.Thestreamingvideogap.Manymediaandentertainmentcompaniesassumedconsumerswould“buyandhold”multiplesubscriptions.Instead,customersarelookingtocutcostsbybundlingtheirfavoritesubscriptionsanddroppingothers.Wenowseethenumberofservicesperhouseholdnotmerelystagnatingbutshrinking,andstreamersincreasinglyrelyingonbundlingtohelpllthegrowthgapandusingotherpartiestoaggregateanddistributetheircontent. 8.Thecloudspendinggap.Oneoftheoriginalsellingpointsofusingthecloudwastheclaimthatitwascheaper,butinreality,spendingisoftendecentralizedandpoorlycontrolled.SomebuyersareleaningintoFinOpstobridgethegapbetweenpromisedcostsavingsandcurrentspendingtomanagetheircloudspendingandpotentiallysavebillions. Newthisyear Thisyear,we’reintro