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AI & Enterprise

Huawei says AI agents to account for over 90 percent of global AI token traffic by 2035

Huawei forecast that autonomous AI agents will account for more than 90 percent of global AI token traffic by 2035 and that annual token consumption will rise 100,000-fold from current levels. It said the spread of AI agents would sharply boost demand for computing and network infrastructure. Huawei also projected about 900 billion AI agents would be operating worldwide by 2035 and outlined 10 key technology directions to support them.

AI & Enterprise

Huawei unveils 7.2 Tbps NPO, targets lead in AI network optics standards

Huawei is pushing standardisation of near-packaged optics, or NPO, for AI networks. The company is positioning NPO as a replacement for detachable optical modules and as an alternative to co-packaged optics, or CPO, citing CPO’s cost and maintenance burden. Huawei unveiled a 7.2-terabit-per-second NPO module at the China International Optoelectronic Exposition in Shenzhen. It plans to use the module in next-generation SuperPOD AI systems.

AI & Enterprise

DeepSeek founder says China can end Nvidia dependence within a year

DeepSeek founder Liang Wenfeng said China’s AI industry is reaching a turning point in its dependence on Nvidia hardware and that chip supply will no longer be a key obstacle within a year. He cited a resource gap with the United States driven by computing power constraints. He said DeepSeek lags U.S. leaders by 12 to 18 months but achieves similar performance with far less computing. DeepSeek is working more closely with Huawei and pursuing its own chips and software tools.