Tokenomics - how AT&T burns through a trillion+ tokens a month (and rising), but still manages to drive down enterprise costs through ‘moneyballing’
AT&T has made no secret of its ambitions or how it sees its role in an age of AI-enablement. As CEO John Stankey puts it:
We continue to build a business that is best positioned to meet the future advanced networking demands of AI-driven connectivity. The rise of agentic AI is fundamentally re-shaping network traffic, not just in volume, but in shape, symmetry and criticality. The proliferation of agentic and autonomous AI workloads will require networks to sense, decide and act in near real time.
He argues that industry research shows AI agents generate up to 450% more total traffic per task than a human performing the same work. That means that agentic adoption is projected to drive approximately 9x growth in enterprise traffic and approximately 7x growth in consumer traffic by 2035. There are clear implications - and opportunities - for AT&T here, suggests Stanley:
Distribution of AI inference...
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