The report says Agentic AI is shifting the digital world from application-centered to agent-centered. Agents continuously sense the environment, autonomously reason and decide, dynamically invoke tools and interact with humans in real time, with each step producing large-scale token generation and high-frequency flows. It projects global annual token consumption will rise 100,000-fold by 2035, with agent traffic accounting for over 90% of token volume, creating compute, network and cloud demands

2026-09-16

The report says Agentic AI is shifting the digital world from application-centered to agent-centered. Agents continuously sense the environment, autonomously reason and decide, dynamically invoke tools and interact with humans in real time, with each step producing large-scale token generation and high-frequency flows. It projects global annual token consumption will rise 100,000-fold by 2035, with agent traffic accounting for over 90% of token volume, creating compute, network and cloud demands far beyond those of traditional internet applications. The report distills ten key propositions and research priorities around this assessment.