Deloitte TMT Predictions 2026: The AI Gap Narrows but Persists

The report outlines several key trends, including the integration of generative AI into existing applications, which is expected to surpass standalone AI tools in user adoption. Deloitte also foresees a significant demand for computational power as AI models are used at scale, with inference accounting for a substantial portion of AI computing power by 2026. The orchestration of autonomous AI agents is another area of focus, with potential market growth driven by improved agent interoperability and management.

In the realm of industrial robotics, Deloitte predicts a steady increase in the global installed capacity of robots, driven by advancements in AI models and computing power. The report also explores the impact of AI on the SaaS market, where agentic AI capabilities are expected to transform business models and customer experiences. Additionally, Deloitte highlights the challenges and opportunities in semiconductor supply chains, emphasizing the need for resilience amid trade restrictions.

The report further examines the rise of short-form serials and video podcasts, which are reshaping content consumption patterns and offering new opportunities for brands. Deloitte also discusses the implications of technology sovereignty as countries and regions strive for greater control over their digital infrastructures. Lastly, the report addresses the potential regulatory challenges posed by generative AI video content on social media platforms.