Huawei projects that autonomous agents will comprise over 90% of global AI token traffic by 2035, necessitating significant advancements in computing power and robust security infrastructure for systems.

Key Points

• Huawei forecasts 900 billion active AI agents globally by 2035, representing a 100-fold increase over the projected human population.
• The company’s "Intelligent World 2035" report emphasizes the need for new security and privacy protections to manage autonomous software.
• Huawei is actively developing an autonomous security-operations platform and proposing AI firewalls to mitigate cyber threats.
• Chairman Guo Ping identified AI as the company's primary growth opportunity, aiming to establish Huawei’s infrastructure as a domestic alternative to Nvidia.
• Unlike some U.S. industry calls for development pauses, Huawei advocates for rapid AI adoption and the integration of agents into physical environments.

Why it Matters

This report highlights a strategic divergence between Chinese and U.S. tech sectors regarding the pace and regulation of artificial intelligence development. By prioritizing rapid deployment and infrastructure scaling, Huawei aims to secure a dominant position in the global AI market while addressing the technical challenges of autonomous system control.