China’s Huawei forecasts billions of agents will dominate AI traffic by 2035

China's Huawei envisions autonomous agents dominating AI traffic globally by 2035, making up over 90% of token traffic, according to the company's report. This significant increase in AI token consumption will necessitate substantial growth in computing power and new systems to ensure the security and control of these independent software agents.

As these agents continuously perceive their environment, reason, make decisions, and call upon external tools, their capabilities and deployment are expected to expand dramatically. While China seeks to accelerate AI adoption across its economy, the report emphasizes the need for security and privacy protection for autonomous agents among the top ten technologies crucial to supporting this growth.

Huawei believes moving AI into the physical world is essential to achieving artificial general intelligence (AGI), referring to systems capable of performing a broad range of tasks at or beyond human levels. In addition to its AI agent forecast, Huawei has deployed autonomous security-operations platforms for detecting and responding to cyber threats and proposed AI firewalls for protecting enterprise AI systems.

Huawei's chairman, Guo Ping, views AI as the company's biggest opportunity and aims for its computing infrastructure to become China's equivalent of U.S. chipmaking giant Nvidia.