Generative AI makes progress but challenges remain in reliability and information provision

GSMA Intelligence's Chart of the Month is a visual way of telling an important story in the mobile and broader tech ecosystem. From the shape and size of markets to trends in consumer behaviour, we aim to provide food for thought through informative visuals designed to bring colour and clarity to complex issues facing the industry. This edition looks at capex trends among big tech companies compared to telecoms operators.

For industry players, the developments at CES have important implications for the road ahead. For operators, for example, this includes the area of network quality of service and the opening up of potential new revenue opportunities. To help navigate the key announcements, developments and implications from the show, this report focuses on four key areas of innovation: consumer devices, smart home, digital entertainment and automotive.

Leveraging data from the 2025 survey, conducted between June and August, this report provides relevant insights into how the consumer behaviour is changing across eight topic areas: 5G; devices; eSIM; generative AI; pay TV; gaming; the metaverse and extended reality; and sustainability.