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Rohan Paul· @rohanpaul_ai · X·· 2026-06-02AI 评分68
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高通CEO Cristiano Amon预测,全球token需求到2026年每10秒将达317亿,到2030年将增至1.27万亿,实现40倍增长。他指出,这一增长主要源于AI正从人类节奏的交互转向智能体驱动的活动。智能体AI将消耗远超聊天机器人的token,因其执行自主任务时需调用工具、读取输出、协调系统并更新记忆,形成隐藏的微决策链。因此,软件使用模式可能从按点击或席位计量,转变为按其消耗的机器推理token量计量。

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"Every 10 seconds, global token demand is around 31.7 billion in 2026. By 2030 its 1.27 trillion, a 40x increase."

~ Qualcomm CEO Cristiano Amon:
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The token explosion is not mainly about smarter answers; it is about AI moving from human-paced interaction to Agent-paced activity.

Once agents become persistent, the economy of AI stops will be the background infrastructure.

Every useful action has a hidden bill: context must be carried, memory must be updated, sensors may need to be interpreted, and mistakes must be caught before they become expensive.

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From "Reuters" YouTube channel, (link in comment)

引用Rohan Paul@rohanpaul_ai
New video of Qualcomm CEO Cristiano Amon: AI will require “gazillions” of tokens. Because, Agentic AI will consume dramatically more tokens because it performs autonomous tasks, uses multiple systems, and interacts with tools. AI demand will grow hugely when software starts letting agents act, not just answer. A chatbot spends tokens on language; an agent spends tokens on deciding, checking, calling tools, reading outputs, revising plans, and coordinating with other software. Today a single human-AI exchange may be large, a reasoning task may be much larger, but we are already entering the agentic era, where an autonomous workflow can become exponentially larger still because the model is no longer producing one response. It is running a process. When a SaaS product redesigns itself around human-agent interaction, every task can become a chain of hidden micro-decisions, and each micro-decision consumes context, memory, tool calls, verification, and output tokens. Another point is people hear “more tokens” and think only of bigger data centers, when the deeper change is economic: software usage may stop being measured mainly by clicks, seats, or sessions. It will be measured by how much machine reasoning/tokens gets spent on behalf of each user. ---- From "Reuters" YouTube channel, (link in comment)
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来源:Rohan Paul · x.com