Huawei says AI agents will drive over 90% of AI traffic by 2035

What happened

Huawei published a research report on September 16, 2026, predicting that autonomous AI agents will drive over 90% of global AI token traffic by 2035. This means the company expects a major shift toward agent-driven AI, requiring much more computing and networking capacity.

Confirmed

Global impact / market context

If Huawei's prediction proves correct, companies building AI agents and the networks supporting them may need to spend heavily on new computing power and data infrastructure. This could mean higher costs for tech firms but also more business for equipment makers and cloud providers.

Analyst inference

This forecast from a major telecom equipment maker suggests the AI industry may be transitioning from simple chatbots to autonomous agents that work on their own. Investors might see growing demand for advanced chips, data centers, and network gear as these agents become more common.

Analyst inference

What to watch

1. Huawei's report was released on September 16, 2026, and contains its specific estimate of 90% AI token traffic by 2035. Watch for other companies or analysts confirming or challenging this number. Confirmed
2. Watch whether Huawei announces new networking or computing products designed specifically to handle agent-driven AI traffic. Such announcements would show the company is putting its prediction into action. Proposed
3. Watch for capital spending announcements from major tech companies. If they increase spending on data centers and network equipment, that would support Huawei's view that more capacity is needed for AI agents. Analyst inference

Evidence

• cryptopolitan.com