Huawei says AI will burn 100,000 times more tokens by 2035

Huawei Predicts: AI to Consume 100,000 Times More Tokens by 2035

Huawei published two forecasts days before Huawei Connect 2026, providing insights into its recent launches. The key predictions include:

• Global annual token consumption expected to increase 100,000-fold by 2035.
• Agents will generate over 90% of this traffic.
• Agentic AI is a pivotal factor in the digital transformation.

Key Directions for the Future:

1. Artificial General Intelligence (AGI): Huawei argues AGI requires physical manifestation, requiring advancements in language, embodied, and scientific intelligence simultaneously.
2. Mobile Embodied Agents: Treating vehicles as mobile embodied agents is another direction.
3. SuperPoD Systems: Scaling computing clusters by 100 times and reducing the cost of agent tasks by 1,000 times, achieved through SuperPoD-style systems. This was a key theme at Huawei Connect 2026.
4. Context Memory Storage Cluster: Introduction of a context memory storage cluster in Shanghai, addressing storage and memory systems with causal accuracy and traceable provenance.
5. Tau Scaling Law: A chip design method unveiled in May, replacing geometric scaling with time scaling to overcome limitations of newer lithography technologies.
6. Breaking Power and Thermal Limits: Focus on overcoming power and thermal constraints in AI data centers.
7. Security and Privacy for Autonomous Agents: Emphasis on enhancing security and privacy protections for autonomous agents.
8. Agent OS: Summarized by a formula, representing coordination between various components.