TMT Predictions 2026: The gap narrows, but persists
Deloitte's TMT Predictions 2026 report covers 13 technology, media, and telecom forecasts with quantified market projections. Key findings include: inference will consume two-thirds of AI computing power by 2026, concentrated in data cen…
Deloitte's TMT Predictions 2026 report covers 13 technology, media, and telecom forecasts with quantified market projections. Key findings include: inference will consume two-thirds of AI computing power by 2026, concentrated in data centers and enterprise servers worth nearly $650 billion combined rather than at the edge; the autonomous AI agent market could reach $8.5 billion by 2026 and $45 billion by 2030 if enterprises improve orchestration; SaaS pricing models are shifting from seat-based toward consumption- and outcome-based structures as agentic AI matures, increasing financial planning complexity; and semiconductor supply chains face new chokepoints as trade restrictions expand beyond EUV lithography to additional advanced AI chip technologies. The report also flags technology sovereignty investment, generative video regulatory risk, and the likelihood that embedded gen AI in search will see 300% more daily use than standalone gen AI tools.
- 01Deloitte's TMT Predictions 2026 report covers 13 technology, media, and telecom forecasts with quantified market projections.
- 02Key findings include: inference will consume two-thirds of AI computing power by 2026, concentrated in data centers and enterprise servers worth nearly $650 billion combined rather than at the edge; the autonomous AI agent market could reach $8.5 billion by 2026 and $45 billion by 2030 if enterprises improve orchestration; SaaS pricing models are shifting from seat-based toward consumption- and outcome-based structures as agentic AI matures, increasing financial planning complexity; and semiconductor supply chains face new chokepoints as trade restrictions expand beyond EUV lithography to additional advanced AI chip technologies.
- 03The report also flags technology sovereignty investment, generative video regulatory risk, and the likelihood that embedded gen AI in search will see 300% more daily use than standalone gen AI tools.