Goldman Sachs predicts that global token usage will increase 24-fold by 2030, reaching approximately 12 trillion tokens per month, as AI agents rapidly gain traction in both consumer and enterprise sectors. Agents require continuous planning, tool usage, and repeated verification; the token consumption for a single task is far higher than that of chatbots, making them the main driver of the next wave of increased computing power demand.
Market analysis further predicts that physical AI such as robots and Robotaxi may take over after 2030, not only continuously consuming inference computing power but also simultaneously driving demand for storage, sensors, and power devices.
