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

  • Huawei predicts massive growth in autonomous agents — about 900 billion active by 2035 — generating over 90% of global AI token traffic and driving huge demand for compute.
  • Rather than calling for slower development, Huawei pushes rapid deployment while stressing new security and privacy tools (AI firewalls, autonomous security ops) to keep agents controllable.
  • The stance highlights a broader US–China split on AI pacing: China favors fast adoption and standards-building, with Huawei aiming to rival firms like Nvidia in AI infrastructure.
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