Huawei says AI will burn 100,000 times more tokens by 2035

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“Visions are painted in words, but measured in deeds,” David Wang wrote in the foreword to Huawei’s latest forecast. The company published two reports days before Huawei Connect 2026 opened, and they explain most of what it launched there.

The first is Intelligent World 2035, subtitled Turning Vision into Action. The second is the Global Digitalization and Intelligence Index 2026, built with the Institute of Economics at Tsinghua University.

Huawei has run this series for three years. The 2024 edition mapped trends and the 2025 edition named ten megatrends. This one names ten directions and says what would have to be built.

“Agentic AI is a key variable in this transformation,” Wang wrote. “The direction is clear, but bringing our vision to life demands concrete action.”

The number that drives everything else

One forecast sits underneath the rest. Huawei expects global annual token consumption to grow 100,000-fold by 2035....

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