20252025：彌合差距生成式。AIAI式AIAIAI提升。標志著2025年成為TMT行業“間隔年”的關鍵差距生成式AIAI。生成式AIAI。生成式AI生成式AI。制片公司使用生成式AIAI但。(AutonomousGenAI(AgenticAI)——？還。“FinOps。今年新增內容今年新增內容在TMT。。。。的能源解決方案。AI。雄心勃勃的體育場館項目旨在彌合公共投資和私人投資目標之間的差距。50%。處于研發階段的自主生成式智能體AI其。AI一些代理式AI。深度偽造之戰：網絡安全的大規模挑戰與深遠影響。，。FinOps。8,250年采用，模型IT。端側生成式人工智能能否助力智能手機市場復興？AIAIAIAI。AI。AIAI。重新評估直接面向消費者（DTC）模式：轉向視頻聚合商視頻內容創作者或需更多經銷商來擴大可觸達市場規模。在2023年和4，。監管放寬助力，無線電信市場整合提速。且德。最新動態：。AI《80%混合模式部署生成式AI，即結合云端與本地資源進行操作。。2.5。采用率或將FWAFWA無論美國或是全球，FWA凈增用戶數均存在未實現增長或潛在增長。F發年FWA2022FWA5G5G。5G5G5G2022，5G2022200截年5G420SA5G。RAN。OpnRARARAN3570年RAN45RANRANRAN。量子技術起步雖慢，網絡安全防御不容滯后。與。上升趨勢：生成式人工智能與網絡安全：風險與機遇并存生成式AIAI。AI。硅芯“化整為零”：芯粒“續命”摩爾定律。70如。/。IT然BSS700年22%。硅光子：生成式人工智能實現光速通信生成式AI。8產式。By ArianeBucailleFranceGillianCrossanUnitedStates

KevinWestcottUnitedStatesLaraAbrashUnitedStates尾注“Gartnerforecastsworldwidepubliccloudend-userspendingtosurpass$675billionin2024,”pressrelease,May20,2024.AngleCityFC,“WillowBayandBobIgertobecomeAngelCity'snewcontrollingowners,”July17,2024.JoshSim,“LasAcesvaluedatUS$140masaverageWNBAteamhitsUS$96m,”SportsPro,June18,2024.GSA,“5G-GSAMarketSnapshotMarch-2024,”March4,2024.“CurrentStateofOpenRAN–Countries&Operatorsdeploying&trialingOpenRAN,”March10,2024.致謝WewishtothankDuncanStewart,Je Loucks,andLee,plustheentireteam,fortheirworkonthePredictionsreport.Coverimageby:JaimeAustin;GeyImages,AdobeStock中心尋求更綠色可靠的能源解決方案，。，23TW2030約。、。2030203020301,300。注：注：P表示預測值。資料來源：德勤基于公開資料來源以及與行業專家的討論所做的分析。202320222030SemiAnalysisEPRILatitudeM/insights圖1受能源密集型生成式人工智能模型的推動，預計2030年全球數據中心用電量將激增數） 數全32023GPU40%490202267。9尤其，102,0002,200《。以。和IEEE/insights照明設施網絡設備圖2生成式人工智能帶來電力需求增長14。200400而70016約8）3650自19FLOPS數量也20221,0002,00020。324211002220,0008來6.5108,45024數據中心用電需求對電力行業轉型是一把雙刃劍20502526272829303132333426但35Energy373940數據中心冷卻系統耗水量巨大新一代，5,0004340%，90%4445源的方向發展48。495253年20054555657。，AI年4,000AI。小結58。9059。60萬62后HPC63。6465。。By KarthikIndiaKateHardinUnitedStates

DuncanStewartCanadaGillianCrossanUnitedStates

RogerChungChina尾注Deloitteanalysisbasedonpubliclyavailableinformationsourcesandconversationswithindustryspecialists.usedbaseelectricityconsumptiondatafromtheUSEnergyInformationAdministration’s(EIA)InternationalEnergyOutlook2023dataontotalelectricityusageacrossresidential,commercial,industrial,andtransportationenduses(areferencetoUSEnergyInformationAdministration,Deliveredenergyconsumptionbyend-usesectorandfuel,”accessed4,2024)toarriveatestimatesandpredictionvaluesforglobaldatacenters’electricityconsumption(TWh)between2022and2030.Ourestimatesandprojectionsfordatacenters’percentelectricityconsumptionofglobaltotalarebasedonourresearchofmultiplepubliclyavailablesourcesincludingSemiAnalysis,EPRI,GoldmanSachs,Bloomberg,andLatitudeMedia,andfurthervalidatedbasedonourconversationswithsubjectmatterspecialistsintheareasoftechnology,energy,andsustainability.energyconsumptionbyend-usesectorandfuel(asnotedfromtheaforementionedtablefromInternationalEnergyOutlook2023data),globally,isestimatedandforecastat26,787TWhin2025,27,256TWhin2026,and29,160TWhin2030—increasingfrom25,585TWhbackin2022.Asnotedinendnote1above,wearrivedat2022to2030data,estimates,andpredictionsbasedonacombinationofin-depthsecondaryresearchofmultiplepubliclyavailablesources,andvalidatedfurtherfromourdiscussionswithsubjectmatterspecialists.Also,seeProf.BernhardLorentz,JohannesandGeo,"Poweringarticialintelligence,"DeloitteGlobal,November2024."One-fthofelectricityisconsumedbydatacenters,andthisisexpectedtoevenashouseholdsareloweringtheirelectricityuse.readsee:ChrisBaraniuk,“ElectricitygridscreakasAIdemandssoar,”BBC,May21,2024.DylanPatel,DanielNishball,andJeremieEliahouOntiveros,“AIdatacenterenergydilemma:RaceforAIdatacenterspace,”SemiAnalysis,March13,2024.Ibid.DatacenterBMOreport,CommunicationsInfrastructure,“1Q24datacenterleasing:Recordsaremadetobebroken,”April28,2024;duetostrongdemandfromcloudprovidersandAIworkloads,thedatacenterprimarymarketsupplyintheUnitedStatesalonewasup26%yearoveryearto5.2GWin2023,andmoreareunderconstruction.Seefurther:CBRE,“NorthAmericadatacentertrendsH22023,”March6,2024.LisaMartineJenkinsandPhoebeSkok,“Mappingthedatacenterpowerdemandproblem,inthreecharts,”LatitudeMedia,May31,2024.Basedonouranalysisofmultiplepubliclyavailableinformationandreportsfromwhatcompaniesself-report,andfurthervalidatedfromthird-partysources.Forcontext,hyperscalersarelargecloudserviceprovidersanddatacentersthatoerhugeamountsofcomputingandstorageresourcestypicallyatenterprisescale.See:SynergyResearchGroup,“Hyperscaleoperatorsandcolocationcontinuetodrivehugechangesindatacentercapacitytrends,”Aug.7,2024.Yifanloomingclimatecost:Energydemandsurgesamiddatacenterrace,”NikkeiAsia,June12,2024.DatacenterBMOreport,CommunicationsInfrastructure,“1Q24datacenterleasing:Recordsaremadetobebroken,”April28,2024.Deloitteanalysisbasedoninformationfromselecttechcompanies’publiclyavailablesourcessuchasearningsreleasesandDell’OromarketresearchdataondatacenterITcapitalexpenditureshowsthatifweconsiderthecapitalexpenditurespendingofotherdatacenterproviders,includingthird-partyoperatorsandoutsourcedcloudserviceproviders,datacenters’aggregatecapitalexpenditurespendingcouldbeatleastUS$250billionin2025.See:BaronFung,“MarketresearchondatacenterITcapex,”Dell’oroGroup,accessed4,2024.NitinMittal,CostiPerricos,BrennaSniderman,KateSchmidt,andDavidJarvis,“Nowdecidesnext:GettingrealaboutgenerativeAI,”Deloitte’sStateofGenerativeAIintheEnterprisequartertworeport,Deloitte,April2024.Deloitteanalysisbasedonpubliclyavailableresearchreportsincluding:Khan,DavideDeChiara,Ah-LianandMartaChinnici,“Advanceddataanalyticsmodelingforevidence-baseddatacenterenergymanagement,”PhysicaA624,2023;KaziMainUddinAhmed,MathH.J.Bollen,andManuelAlvarez,“Areviewofdatacentersenergyconsumptionandreliabilitymodeling,”inIEEEAccess9,2021:pp.152536–152563.DotanandAsaFitch,“WhytheAIindustry’sthirstfornewdatacenterscan’tbesatised,”TheWallStreetJournal,April24,2024.NoamBrousard,“Examiningtheimpactofchippowerreductionondatacentereconomics,”SemiconductorEngineering,March12,2024.Basedonouranalysisofmultiplepubliclyavailablesourcesincluding:Michael“TheenergychallengeofpoweringAIchips,”Robeco,6,2023;AgamShah,“GenerativeAItoaccountfor1.5%ofpowerconsumptionby2029,”HPCwire,July8,2024.FromourstudyandanalysisofselectgenAIdatacenterchipsolutionsoeredbymajorAIchipvendors,furthercorroboratedwithpubliclyavailablethird-partysourcesincluding:BethKindig,“AIpowerconsumption:Rapidlybecomingmission-critical,”Forbes,June20,2024.JonesLangLaSalle,“Datacenters2024globaloutlook,”Jan.31,2024;DougEadline,“ThegenAIdatacentersqueezeishere,”HPCwire,Feb.1,2024;PerIDC,besidesgraphicsprocessingunit,servers,datacentersalsoneedtograpplewithacorrespondinggrowthinstoragecapacity,whichislikelytodoublebetween2023and2027toreach21zettabytesin2027.See:JohnRydning,“WorldwideGlobalStorageSphereforecast,2023to2027:Despitedecreasedpetabytedemandnearterm,theinstalledbaseofstoragecapacitycontinuestogrowlongterm,”IDCCorporate,May2023.Patel,Nishball,andEliahouOntiveros,“AIdatacenterenergydilemma.”SeanMichael“Whatarelargelanguagemodels?”May2024;loomingclimatecost.”Alexde“Thegrowingenergyfootprintofarticialintelligence,”Joule7,no.10(2023):pp.2191–2194.Eren?am,ZoeHungerford,NiklasSchoch,FrancysPintoMiranda,andCarlosDaviddeLeón,“Electricity2024:Analysisandforecastto2026report,”InternationalEnergyAgency,accessed4,2024.Deloitteanalysisbasedonpubliclyavailablereportsandsourcesincluding:de“Thegrowingenergyfootprintofarticialintelligence,”pp.2191–2194.DeloitteanalysisbasedondatarelatedtoenergyuseandelectricityconsumptioninhomesintheUnitedStates.See:USEnergyInformationAdministration,“Useofenergyexplained,”accessedDec.18,2023.DarrenSweeney,“Utilityexecspreparefor‘tripling’ofelectricitydemandby2050,”S&PGlobal,April19,2023.Robert“USelectricityloadgrowthforecastjumps81%ledbydatacenters,”UtilityDive,Dec.13,2023.AaronLarson,“Howutilitiesareplanningforextremeweathereventsandmitigatingrisks,”POWER,March13,2024.?am,Hungerford,Schoch,Miranda,anddeLeón,“Electricity2024.”Baraniuk,“ElectricitygridscreakasAIdemandssoar.”loomingclimatecost.”DataonenergyuseandCO2emissionssourcedfromInternationalEnergyAgency,accessedSeptember25,2024.See:InternationalEnergyAgency,energyuse,”accessed4,2024;InternationalEnergyAgency,CO2emissions,”accessed4,2024.Baraniuk,“ElectricitygridscreakasAIdemandssoar.”PaulO’Donoghue,“Builditandtheywillhum:WhatnextforIrelandanddatacenters?”TheJournal,Sept.2,2024.HostingJournalist,“CityofAmsterdamputshalttonewdatacenterconstruction,”Dec.21,2023.Withevery1Cincrease,operatorscouldsave2%to5%ontheenergytheyuseforcoolingequipment.readsee:InnoFlores,“SingaporeunveilsgreendatacenterroadmapamidAIboomthatstrainsenergyresources,”Times,May30,2024.JulieR.Peasley,“Ranked:50datacentermarketsbypowerconsumption,”VisualCapitalist,Jan.10,2024.WhitneyPipkin,“EnergydemandsforNorthernVirginiadatacentersalmosttoobigtocompute,”BayJournal,June18,2024.ZachBright,“Southeastutilitieshavea‘verybigask’:Moregas,”E&ENews,Jan.22,2024.Ibid.Robert“AIisenhancingelectricgrids,butsurgingenergyuseandsecurityrisksarekeyconcerns,”UtilityDive,Oct.23,2023.KarenHao,“AIistakingwaterfromthedesert,”TheAtlantic,March1,2024.Deloitteanalysisbasedonpubliclyavailableinformationsourcesincluding:JenniferBillock,“Photos:Howmuchwaterittakestocreate30commonitems,”NorthShoreNews,Jan.19,2023.Hao,“AIistakingwaterfromthedesert”;OnecaseinpointisChina—whereitsdatacenters’annualwaterconsumptionisexpectedtoincreasefromaround1.3billioncubicmeterasof2023toover3billioncubicmeterby2030.readsee:loomingclimatecost.”Eadline,“ThegenAIdatacentersqueezeishere.”DianaGoovaerts,“Datacenteroperatorswanttorunchipsathighertemps.why.”FierceNetwork,June11,2024.ScottWilson,“Isimmersioncoolingtheanswertosustainabledatacenters?”Ramboll,Dec.13,2023.DavidEisenband,“100+kWperrackindatacenters:Theevolutionandrevolutionofpowerdensity,”Ramboll,March13,2024;Direct-to-chipcooling(alsoknownascoldplateliquidcoolingordirectliquidcooling)coolsdownserversbydistributingheatdirectlytoservercomponents,while,immersioncoolinginvolvessubmergingserversandcomponentsinaliquiddielectriccoolantthatalsohelpspreventelectricdischarge.BasedonDeloitte’sanalysisofdevelopmentsandannouncementsfromselectmajorcloudhyperscalersandtechcompanies—andinformationgatheredfrompubliclyavailablesources(timeperiod:2023rstthreequartersof2024).JosephRand,NickManderlink,WillGorman,RyanJoachimSeel,JulieMulvaneyKemp,SeongeunJeong,andFritzKahrl,“Queuedup:2024edition,”LawrenceBerkeleyNationalLaboratory,April2024.BasedonDeloitte’sanalysisofdevelopmentsandannouncementsfromselectmajorcloudhyperscalersandtechcompanies—andinformationgatheredfrompubliclyavailableinformationsourcesbetweentherstquarterof2023andthethirdquarterof2024.Julian“DukeEnergywantstohelpBigbuythe24/7cleanenergyitneeds,”CanaryMedia,June11,2024.Forexample,noteasytosubmergeanddropa1,300-tondatacenterunitespeciallysinceitdemandsspecialequipmenttowithstandpressureandcorrosioncausedbythereareconcernsrelatedtoitsimpactonmarinelife.DavidSchlisselandDennis“Smallmodularreactors:Stilltooexpensive,tooandtoorisky,”InstituteforEnergyEconomicsandFinancialAnalysis,May2024.Deloitte'sanalysisofdataandinformationgatheredfrommultiplereportsfromS&PGlobalMarketIntelligence,publishedduringMarchandAugust2024.Manishdatacenterboomopensupafreshsegmentforgreendevelopers,”SaurEnergyInternational,July1,2024.NaureenS.MalikandBloomberg,“WithAIforcingdatacenterstoconsumemoreenergy,softwarethathuntsforcleanelectricityacrosstheglobegainscurrency,”Fortune,Feb.25,2024.BasedonDeloitte’sanalysisofdevelopmentsandannouncementsfromselectmajorcloudhyperscalers,techcompanies,andpowerandutilityplayers—onpubliclyavailableinformationsourcesduring2023andtherstthreequartersof2024.DuncanStewart,NobuoOkubo,PatrickJehu,andMichaelLiu,“Thecloudmigrationforecast:Cloudywithachanceofclouds,”DeloitteInsights,Dec.7,2020.“Nvidialaunchednext-generationBlackwellGPUsamidAI‘armsrace’,”DataCenterKnowledge,March19,2024;Forinstance,NvidianotesthatitcantrainaverylargeAImodelusing2,000GraceBlackwellchipsin90days,consuming4MWIncomparison,itwouldtakeasmuchas8,000ofthepreviousgenerationchipstodothesameworkwithinthesametime,consuming15MWreadseesection“GenerativeAIcomestotheenterpriseedge:‘OnpremAI’isaliveandwell”inour2025TMTPredictionschapteron“Updates”;Additionally,see:SabuzimaNayak,RiponPatgiri,LilapatiandArifAhmed,“Areviewonedgeanalytics:Issues,challenges,opportunities,promises,futuredirections,andapplications,”DigitalCommunicationsandNetworks10,no.3(2024):pp.783–804.loomingclimatecost.”LukeCavanagh,“GPUsvs.CPUsinthecontextofAIandwebhostingplatforms,”LiquidAug.20,2024.Eadline,“ThegenAIdatacentersqueezeishere.”Goovaerts,“Datacenteroperatorswanttorunchipsathighertemps.why.”Baraniuk,“ElectricitygridscreakasAIdemandssoar.”致謝TheauthorswouldliketothankDilipKrishna,MarleneMotyka,JimThomson,AdrienneThomasSchlaak,Freedom-KaiPhillips,JohannesClementCabot,NeginaRood,AnkitDhameja,SuzannaSanborn,andAkashChaerjifortheircontributionstothisarticle.Coverimageby:JaimeAustin;GeyImages,AdobeStock。23。4這。7。生成式人工智能的使用鴻溝正在快速彌合8，44%。9年96220242023版。/insights倍女性2023男性：2.2倍2024男性2023男性圖12023至2024年美國消費者對生成式人工智能系統和技術的了解和使用情況完全參與或許還難以實現。不確定 不確定 興奮 焦慮 著迷 著迷 著迷 興奮 信任 恐懼 焦慮 +7不確定 +7困惑 驚喜 +5驚喜 興奮 困惑 焦慮 驚喜 信任 困惑 信任 恐懼 恐懼 圖2無論女性用戶對生成式人工智能處于何種了解/使用階段，她們對該技術的主要情緒有所了解正在體驗已在使用男性男性男性5475資料來源：德勤《2024年互聯消費者調研報告》，第圖2無論女性用戶對生成式人工智能處于何種了解/使用階段，她們對該技術的主要情緒有所了解正在體驗已在使用男性男性男性5475資料來源：德勤《2024年互聯消費者調研報告》，第5版。///insights人。資料來源：德勤《2024年互聯消費者調研報告》，第5版。 與關系輔導聊天機器人對話 與“朋友”聊天機器人對話 與心理健康聊天機器人對話 與醫療聊天機器人對話 提供個性化的財務支持 提供定制的營養計劃和輔導 提供定個性化的健身計劃和輔導 協助購買產品 與旅行聊天機器人對話女性圖3表示擁有以下生成式人工智能體驗的受訪者2425相的據估26。待提升28——44%2940%303233。——3435383940小結42年4344454647女。By SusanneHupferUnitedStatesGillianCrossanUnitedStatesJeffLoucksUnitedStates

BreeMathesonUnitedStatesArianeBucailleFrance尾注understandconsumerattitudestowarddigitallife,theDeloitteCenterforMedia&Telecommunicationssurveyed3,857USconsumersinthesecondquarterof2024and2,018USconsumersinthesecondquarterof2023.These2024and2023ConnectedConsumerSurveyscollecteddataonconsumers’reportedadoptionofgenerativeAI,includingexperimentationanduseforprojectsandtasks(beyondexperimentation).Byanalyzinglongitudinaladoptiondataandcalculatingtheratechangeinadoptionfrom2023to2024formenandwomen,weareabletoprojectthatwomenwillclosetheadoptiongapbytheendof2025;see:JanaArbanasetal.,EarningtrustasgenAItakeshold:2024ConnectedConsumer5thedition,Deloitte,December3,2024;JanaArbanas,PaulH.Silverglate,SusanneJeLoucks,PrashantRaman,andMichaelSteinhart,“Balancingact:Seekingjusttherightamountofdigitalforahappy,healthyconnectedlife,”DeloitteInsights,Sept.5,2023.Ibid.OuranalysiswasconductedfromAugusttoOctober2024,basedondatafromDeloitte2023and2024DigitalConsumersurveys,aswellasa2024DeloitteUKsurveyofEuropeanconsumersonthetopicofgenerativeAI;see:PaulLeeandBenStanton,“GenerativeAI:7millionworkersandcounting,”Deloitte,June25,2024;JonasMalmlund,FrederikBehnk,andJoachimGullaksen,“GenerativeAIisalltherage,”Deloitte,2023;RoxanaCorduneanu,StaceyWinters,JanMichalski,RichardHorton,andRamKrishnaSahu,“EuropeansareoptimisticaboutgenerativeAIbutthereismoretodotoclosethetrustgap,”DeloitteInsights,Oct.10,2024.AnalysisbasedonDeloitte’s2024ConnectedConsumerSurvey;see:Arbanasetal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerDonBeenaAmmanath,JonathanHoldowsky,andNatashaBuckley,“AImodelbiascandamagetrustmorethanyoumayButitdoesn’thaveto.”DeloitteInsights,Dec.8,2021.EconomicForum,“Globalgendergapreport2023,”June2023.DeloitteAIInstitute,inAI,”accessedNovember2024.JanaArbanasetal.,EarningtrustasgenAItakeshold:2024ConnectedConsumer5thedition,Deloitte,publishingDecember3,2024;Arbanas,Silverglate,Loucks,Raman,andSteinhart,“Balancingact.”Deloitte,“GenerativeAI:7millionworkersandcounting,”accessedNovember2024.TheDigitalConsumerstudyconductedinvariouscountriesin2024revealedgenAIadoptiongapsof17pointsinDenmark;12pointsinSweden,Italy,andtheNetherlands;11pointsinBelgium;and10pointsinNorway.AdditionalanalysisofaDeloitteEuropeangenAIstudyrevealedgenAIadoptiongapsrangingfrom10to15pointsin11Europeancountriesstudied(Belgium,France,Germany,Ireland,Italy,theNetherlands,Poland,Spain,Sweden,Switzerland,andtheUnitedKingdom);see:Deloitte,“GenerativeAI”;Deloitte,“GenerativeAIisalltherage,”accessedNovember2024;Corduneanu,Winters,Michalski,Horton,andSahu,“EuropeansareoptimisticaboutgenerativeAIbutthereismoretodotoclosethetrustgap.”Analysisbasedon2024and2023DeloitteConnectedConsumerSurveys;see:Arbanasetal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerSurvey;Arbanas,Silverglate,Loucks,Raman,andSteinhart,“Balancingact.”Deloitte,“GenerativeAI.”Ibid.Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerIbid.Ibid.Ibid.Ibid.Ibid.Forexample,only43%ofwomenwesurveyedintheDeloitte2023ConnectedConsumerSurveywhoownedsmartwatchesortnesstrackerssaidthattheysharethedatacollectedbythosedeviceswiththeirhealthcarevs.57%ofmen;see:SusanneJenniferRadin,PaulH.Silverglate,andMichaelSteinhart,companieshaveatrustgaptoovercome—especiallywithwomen,”DeloitteInsights,8,2023.Thesefearsmaybewarranted.Considerthatmosthealthapps—alongwiththedatatheygatherandtransmit—arenotcoveredbytheHealthInsurancePortabilityandAccountabilityAct,whichmeansthedatamaybesharedorsoldtothirdparties;see:Steve“MajorityofAmericansmistakenlybelievehealthappdataiscoveredbyTheJournal,July26,2023.InaFried,“Generativeprivacyproblem,”Axios,March14,2024;FederalCommission,“AIcompanies:Upholdyourprivacyandcondentialitycommitments,Jan.9,2024.Ibid;MattBurgessandReeceRogers,“HowtostopyourdatafrombeingusedtotrainAI,”Wired,April10,2024.Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerBarisRickyFranks,CherylHo,andJakeMcCarty,“AIandtheevolvingconsumerdeviceecosystem,”TheWallStreetJournal,April24,2014;SamReynolds,“AI-enabledPCswilldrivePCsalesgrowthin2024,sayresearchrms,”ComputerJan.11,2024;ClareConley,“GenerativeAIin2024:The6mostimportantconsumertechtrends,”Qualcomm,Dec.14,2023.Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerMonique“Unlockingthetrillion-dollarfemaleeconomy,”May21,2023.Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerIbid.Acrossindustries,51%ofwomenworkersusinggenAIanticipateitwouldsubstantiallyboosttheirproductivityatworkayearfromvs.64%ofmen;see:Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerwomenandmenarestatisticallytied:Forty-twopercentoftechwomenwhouseorexperimentwithgenAIhave“high”or“veryhigh”trustthatgenAIproviderswillkeeptheirdatasecure,andanother40%reportmoderatetrust,while47%oftechmenreport“high”or“veryhigh”trustandanother30%reportmoderatetrust;see:Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerSurvey.Ibid.GreaterproportionsofmeninthetechindustrywhousegenAIreportthattheiremployersencourageitsuse(93%)andprovidetraining(91%).Whilestillagendergapintheseviewsamongworkersinthetechindustry,thegapissignicantlysmallerthanamongmenandwomenworkinginotherindustries;see:Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerEconomicForum,“Globalgendergapreport2023.”Deloitte,“GenerativeAI.”GenevieveSmithandIshitaRustagi,“Whengoodalgorithmsgosexist:WhyandhowtoadvanceAIgenderequity,”StanfordSocialInnovationMarch31,2021.Charlotte“AIhiringtoolsmaybelteringoutthebestjobapplicants,”BBC,Feb.16,2024.Carmen“AIbiascouldputlivesatrisk-Achallengeforregulators,”Forbes,March2,2020.RyanBrowneandMacKenzieSigalos,“A.I.hasadiscriminationproblem.Inbanking,theconsequencescanbesevere,”CNBC,June23,2023.Ammanath,Holdowsky,andBuckley,“AImodelbiascandamagetrustmorethanyoumayButitdoesn’thaveto.”EconomicForum,“Globalgendergapreport2023.”SmithandRustagi,“Whengoodalgorithmsgosexist.”Hyun-KyoungKim,“Theeectsofarticialintelligencechatbotsonhealth:Asystematicreviewandmeta-analysis,”Healthcare,Feb.23,2024;SherylJacobsonandJenRadin,“Canhelpbridgeagender-equitygapinhealthcare?”Deloitte,Oct.5,2023;Karen“Whyinvestinginwillguaranteeahealthierfutureforallwomen,”DeloitteUK,June23,2023.Arbanas,etal.,EarningtrustasgenAItakeshold:2024ConnectedConsumerIbid.DeloitteAIInstitute,“ThegenerativeAIdossier:Aselectionofhigh-impactusecasesacrosssixmajorindustries,”April3,2023.inAI,atwork:ShapingthefutureofworkforwomeninAI,”2022.Ibid.致謝AuthorswouldliketothankDuncanStewart,BenStanton,VipulMehta,Corduneanu,MichaelSteinhart,MichelleDollinger,Je Stoudt,CatherineKing,ElizabethFisher,AndyBayiates,ProdyutBorah,Piersol,DeloieInsightsteam.Coverimageby:JaimeAustin;GeyImages,AdobeStock市場復興？2。34。5能6生成式人工智能能否開啟新一輪換機周期。509。智。2。預計在2025年，智能手機將在實際應用中對生成式人工智能的實際效用進行全面驗證。搭載生成式人工智能的新一代個人電腦。在到90020。30%。2.22,200億5,200。2526。生成式人工智能，實現手機的真正智能使。222930。。。32336,00034。，。。生成式人工智能的廣泛應用仍面臨挑戰35。36。38。錯3940。生成式AI成為中國智能手機差異化亮點在AIAI。小結，。。42。其。By ChrisArkenbergUnitedStatesGillianCrossanUnitedStates

DuncanStewartCanadaKevinWestcottUnitedStates

RogerChungChina尾注GSMAssociation,“Smartphoneownersarenowtheglobalmajority,newGSMAreportreveals,”pressrelease,Oct.11,2023.Bock,Fran?oisCandelon,SteveChai,EthanChoi,JohnCorwin,SebastianDiGrande,RishabGulshan,DavidMichael,andAntonio“Themobilerevolution:Howmobiletechnologiesdriveatrillion-dollarimpact,”BostonConsultingGroup,Jan.15,2015.IDCCorporate,“Thefutureofnext-genAIsmartphones,”Feb.19,2024.Counterpoint,“GenAI-capablesmartphoneshipmentstogrowover4xby2027,”April16,2024.IDCCorporate,“Worldwidesmartphonemarketup7.8%intherstquarterof2024asSamsungmovesbackintothetopposition,accordingtoIDCtracker,”pressrelease,April15,2024.IDCanticipatesa364%compoundannualgrowthratein2024(fromalowbasein2023)forglobalgenAIsmartphoneshipments,with73%growthin2025.CanalysexpectsAI-enabledsmartphonemarketsharetoreach54%by2028.Ouranalysis,forreasonsoutlinedinthisislessbullishthantheandabitmorethantheSources:IDCCorporate,“Thefutureofnext-genAIsmartphones”;Canalys,“NowandnextforAI-capablesmartphones,”accessedOct.30,2024.Jimstudy:Smartphonesmost-ownedtech,5Gandwirelessdriveadoption,”pressrelease,ConsumerAssociation,May31,2023.IDCCorporate,“Worldwidesmartphonemarketup7.8%intherstquarterof2024asSamsungmovesbackintothetopposition,accordingtoIDCtracker.”GSMAssociation,“Smartphoneownersarenowtheglobalmajority,newGSMAreportreveals.”SarahBarryJames,“Consumercheckup:Higherinterestratesleadtolongertechreplacementcycles,”S&PGlobal,March26,2024.IDCCorporate,“Worldwidesmartphonemarketup7.8%intherstquarterof2024asSamsungmovesbackintothetopposition,accordingtoIDCtracker.”ChrisDonkin,“SmartphonesalesupagainaheadofexpectedgenAIboost,”MobileLive,July15,2024.SusanneMichaelSteinhartetal.,“2024ConnectedConsumerStudy,”DeloitteInsights,publicationforthcoming,2024.Counterpoint,“Europesmartphonemarketrecoverycontinues,shipmentsup10%inQ22024,”Aug.28,2024.SusanneMichaelSteinhartetal.,“2024ConnectedConsumerStudy,”DeloitteInsights,publicationforthcoming,2024.Deloitte,“GenerativeAI:7millionworkersandcounting,”June25,2024.TheinstalledbaseofPCsisestimatedtobeabout2billion,andthereareabout1billionknowledgeworkers,suggestingthatthemarketisroughlyhalfconsumerandhalfenterprise.AuthorinterviewswithenterprisechiefinformationocersinJulyandAugust2024.Canalys,“AI-capablePCsforecasttomakeup40%ofglobalPCshipmentsin2025,”March18,2024.Ibid.DeloitteGlobalanalysisofpubliclyavailableinformationforH12024,andextrapolationbasedonusualPCseasonalitytrends.IDCCorporate,“PCrefreshcycleandtabletsinemergingmarketsexpectedtospurdemandincomingquarters,accordingtoIDC,”pressrelease,Sept.23,2024.IDCCorporate,“Worldwidesmartphonemarketforecasttogrownearly6%in2024,drivenbystrongergrowthforandroidinChinaandemergingmarkets,accordingtoIDC,”pressrelease,Aug.27,2024.Basedonquarterlydatasofarin2024,DeloittebelievessmartphoneaveragesellingpriceisdecliningandshouldberoughlyUS$425forthePCaveragesellingpriceswerehighduringthe2021chipshortage,butaredecliningandDeloitteestimatesthemtobeaboutUS$850for2024.RoshanAshrafShaikh,“Analystsexpect15%pricehikeforAIPCs—60%ofPCswillhavelocalAIcapabilitiesby2027,”Hardware,April26,2024.IDCCorporate,“PCrefreshcycleandtabletsinemergingmarketsexpectedtospurdemandincomingquarters,accordingtoIDC.”SigalSamuel,“Peoplearefallinginlovewith—andgettingaddictedto—AIvoices,”Aug.18,2024.IDC,“Thefutureofnext-genAIsmartphones.”BarisMarkSzarka,NataliiaBacchus,andEdem“TheworldofhybridAI,”TheWallStreetJournalandDeloitte,July31,2024.MalikSaadi,“On-devicegenerativeAIunlockstruesmartphoneandPCvalue,”Forbes,April17,2024.LisaEadicicco,“AIischangingourphones,andjustgettingstarted,”April3,2024.GoldmanSachs,“GenAI:muchspend,toolittlebenet?”June27,2024.DavidCahn,US$6