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Huawei expects autonomous agents to dominate global AI traffic by 2035

China's computing infrastructure race intensifies as agents threaten to reshape network demand and security requirements.

Huawei predicts autonomous agents will account for more than 90% of global AI token traffic by 2035, driving massive increases in computing capacity. The forecast underscores China's focus on infrastructure and control systems for a future dominated by independent software agents.

Published · significance 57 of 100 (medium) · 1 source

What happened

Huawei has forecast that autonomous agents will account for more than 90% of global AI token traffic by 2035. The company identifies this shift as requiring substantial increases in computing power alongside new security and control systems for independent software.

Why it matters

This projection signals China's strategic focus on infrastructure and governance for agent-driven AI futures. The forecast implies massive capital spending on compute and novel approaches to keeping independent agents controllable—a technical and political challenge that will reshape vendor competition and national technology policy.

What changes

Companies and governments must now plan for agent-dominant AI workloads. The infrastructure and safety requirements outlined by Huawei will force revisits to compute architectures, security models and regulatory frameworks globally.

Sources

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