Huawei Forecasts 900 Billion AI Agents Will Dominate Global Token Traffic by 2035

Huawei forecasts that 900 billion AI agents could be active globally by 2035, a figure roughly 100 times the projected human population. [2] The company expects these autonomous agents to account for more than 90% of global AI token traffic by that year. [1][2] This consumption of AI tokens will skyrocket as agents continuously perceive their surroundings, reason, make decisions, and call external tools. [2] Huawei stated that moving AI into the physical world would be essential to achieving artificial general intelligence. [2]

In its "Intelligent World 2035: Turning Vision into Action" report, Huawei lists autonomous-agent security among its top technology priorities but makes no call to slow development. [2] This approach contrasts with leading AI researchers in the United States, who have called for slowing frontier development after rogue agent incidents. [2] While parts of the U.S. technology industry are debating coordinated limits, China has generally sought to accelerate AI adoption across its economy while building technical standards around emerging risks. [2]

Huawei's projection reveals a stark geographical divide in how the technology industry plans to manage future compute demands and security. As U.S. researchers advocate for caution regarding frontier capabilities, Huawei is explicitly framing autonomous agents as the necessary path to artificial general intelligence and is already deploying them in autonomous security-operations platforms. What the sources don't address: How Huawei or the broader industry intends to source the massive increases in computing power required to process over 90% of all global token traffic through autonomous tools.