The report below gives a good overview of the Winter 2026 M&A activity in the Technology, Media and Telecom Industry Sector. The Technology, Media, and Telecommunications (TMT) industry in the fourth quarter of 2025 is going through a revolutionary change, which is being driven by the scaled artificial intelligence and its use in a wide range of businesses. TMT powers AI data centers that significantly boost US GDP growth. The sector now represents over 50% of the S&P 500 market value. Generative AI accelerates enterprise modernization, delivering operational efficiencies across cloud platforms and advanced IT systems. Market estimates project the autonomous AI agent market reaching $8.5 billion by 2026 and scaling to $35 billion by 2030. Better enterprise orchestration could increase this trajectory by 15-30%, potentially hitting $45 billion by 2030. The amount of money spent on IT across the globe is expected to increase 9.8% and exceed $5 trillion in 2025, due to the double-digit growth of software and data-center spending. In the US, IT expenditure will grow by 6.1% to $2.7 trillion amidst the challenging headwinds. One of the driving forces of IT services is cloud migration, which is growing by 7.3% per year. The public-cloud market is already over $636.5 billion and growing by 17% annually. The installations of industrial robotics have surpassed 5.5 million units around the globe. It has been estimated that direct-to-device satellite infrastructure will be $6-8 billion by 2026, and it will serve over 15,000 low-Earth-orbit satellites. As emphasized by PwC, artificial intelligence has ceased being a group of pilots to form a major operational component that requires solid governance structures. In general, TMT remains a driver of global development by providing AI infrastructure, autonomous systems, and digital transformation on an enterprise-wide level.
Posted by Dan Vermeire.
Read the Entire Winter 2026 Technology, Media and Telecom Report Here