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1、TMT Predictions 2026:The gap narrows,butpersistsDeloitte predicts 2026 will see the gap between the promise and reality of AI narrow,asfurther movements towards getting it to scale are madeARTICLE9-MIN READ17 NOVEMBER 2025Deloitte Center for Technology Media&TelecommunicationsIn 2026,Deloitte predic

2、ts the roar around artificial intelligence will be getting quieterand smarterasthe sometimes unglamorous,high-impact work of making AI usable at scale continues to get underway.The gap between promise and reality will narrow but not disappear:Progress will come less fromheadline-grabbing new models

3、and more from fundamentals.That more practical focus matters becausetech,media,and telecoms growing importance is not just about chips and codeits about how everyother industry uses those TMT capabilities for its own growth,efficiencies,and innovation.AI helpsdrivecross-industry transformationIn 202

4、6 and beyond,it looks like we have moved from“software is eating the world”to“TMT is eatingthe world,”led by AIespecially agentic AI.In the United States,spending on AI data centers currentlyaccounts for almost all gross domestic product growth in the first half of the year.1In 2008,about 19%ofthe S

5、&P 500s market value was in tech stocks,and TMT now makes up almost 53%of marketcapitalization.2Things could change,but at this rate,TMT is poised to not merely become larger thanany other industry,but larger than all other industries combinedboth in terms of value andcontribution to economic growth

6、.One reason for that is that other industries use TMTtech andtelecom specificallyto power their own AI innovations,and TMT happens to be the hardware,software,and services provider in the AI gold rush.That said,other industries play critical roles.In both TMT Predictions 2025 and again in 2026,we ha