Huawei: AI agents to drive 90% of token traffic by 2035

Huawei's projection places autonomous AI agents at the center of future AI usage. Rather than humans prompting models directly, the company expects agents to drive the vast majority of token traffic by 2035. That shift, if it materializes, would mean AI systems are communicating and transacting far more intensely than today.

The demand implications extend beyond chips. Huawei points to computing, networking, storage and power infrastructure as areas facing sharp increases. This suggests the company sees AI growth as a whole-stack challenge, not just a processor bottleneck. It also aligns with broader industry discussions about data center energy and connectivity constraints.

The stakes hinge on whether agent-driven traffic grows as projected. If it does, infrastructure providers and their customers may face sustained pressure on capacity and power. The 2035 timeframe gives a long runway, but planning cycles for infrastructure are measured in years, so the forecast is likely meant to shape investment decisions now.