2026年澳大利亚TMT预测

Contents Foreword Every year, Deloitte’s AustralianTMT Predictions sets out todo something ambitious:spotlight the trends that willdefine technology, media,and telecommunications over But the leaders pulling ahead are those whohave moved beyond the proof-of-concept –investing in data hygiene, workflow integration, What we predicted How it played out Confirmed. Our data showed 50% of womenengaging with gen AI at work versus 70% of men.Through 2025, employer-led programs acceleratedadoption among women, narrowing – though notclosing – the gap. It remains a material productivityconstraint heading into 2026. adoption – with women significantlyless likely to use or trust generativeAI in the workplace than men. of S&P 500 market capitalisation – a share thathas nearly tripled since 2008. In Australia, thesector is navigating its own distinct pressuresand opportunities: a data centre build-outracing against energy infrastructure constraints,a telco market rebalancing around loyalty andlifestyle rather than network speed, and a media our baseline. Hyperscaler commitments andsovereign AI ambitions have accelerated timelines.Energy infrastructure, planning approvals andcoordination across levels of government are consume 8% of national electricityby 2030, up from 5% in 2024, drivenby AI infrastructure build-out. they are grounded in data, shaped by local andglobal market intelligence, and informed by directconversations with operators, innovators, and half of which follow an AI thread. But the signalrunning beneath all of them is the same: scale,or fall behind. by 2025, with replacement cyclesextending to over four years.a standard functionality for many Australians. Withshipments of smartphones forecast to drop in 2026,handset replacement cycles look set to extend. where the choices made today would define thecompetitive landscape of the decade ahead. Thatframing proved accurate in ways we anticipated– and a few we did not. In 2026, the conversationshifts. The era of breathless announcements andgenerative AI pilots is giving way to something moreconsequential: the hard, often unglamorous work edition, five proved directionally accurate or materially correct within the year. The followingtable provides a brief account of what we calledand what played out. time experience layers are now genuine commercialdifferentiators – not aspirational roadmap items. begin, anchored by 5G digitisation andnew fan experience models. Why this mattersFor CxOs, the value of prediction lies not in Where we missed the markNot every prediction from 2025 played out as precision, but in preparedness. In an industrywhere three-year strategies are regularlychallenged within six months, being roughlyright and early is more valuable than beingprecisely late. We deliberately avoid short-term noise. Our focus is on shifts with lasting expected, and one warrants a candid reassessment.We forecast that Australian organisations wouldadopt a cautious approach |to agentic AI, with agentic development compressed the opportunitywindow faster than our models anticipated.Australian enterprises that spent 2025 waiting arenow entering 2026 with a shorter runway to buildthe orchestration capabilities needed to compete. less confused, more consequential, and moredemanding than at any point in the past decade.The AI infrastructure race is real and alreadyshaping energy, capital allocation, and sovereignpolicy. The agentic transition is moving fromoptional to operational. And in media and This year’s predictions cover five major themes: AI scaling andinfrastructure, agentic AI and enterprise software, media and revenue would grow materially through 2024and 2025. Listener engagement has grown, andglobal forecasts now put podcast and vodcast adrevenue at nearly $5 billion in 2026. But Australianmonetisation has lagged behind the global curve,constrained by measurement fragmentation and content economics, telecommunications and connectivity, and thehardware reshaping how AI runs at the edge and in the data centre.Each prediction is grounded in Australian market conditions. Whereglobal trends play out differently here – due to market structure,regulation, geography, or competitive dynamics – we have said so.The ambition is not to translate a global report into a local one, butrather to help Australian TMT leaders see what is coming, assess Navigating technologysovereignty Telecommunications,Media & Entertainment References •Deloitte, “Australian organisations lag global peers in realising AI’stransformational potential, reveals Deloitte survey | Deloitte Australia”,February 2026•Deloitte, “Digital Infrastructure for the AI Age”, March 2026•Deloitte, “Digital Media Trends, Fall 2025”, October 2025 Digital Media•Deloitte, Media-and-entertainment-consumer-insights-report-2025, 2025•Deloitte,Powering Asia Pacific’s data centre boom | Deloitte Australia, Feb•Department of Industry, Science and Resources, Australia’s artificialintelligence ec