The report, released Sept. 21 at AICC 2026 and jointly published by IDC and
Inspur, forecasts the global AI compute demand satisfaction rate will decline
from 79% in 2024 to a trough of 71% in 2027. It identifies agents as a new, key
driver of compute demand, creating a multiplier effect on token consumption and
prompting a significant upward revision to China’s intelligent-compute growth
trajectory. IDC projects active agents rising from 79.4 mln in 2026 to 2.216 bln
in 2030 (CAGR 129.8%); global token consumption is projected to grow at a
4,822.6% CAGR over the same period—about 37x the active-agent growth.
