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。
"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: ---
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)