According to a new report, annual token consumption in China is expected to reach 100 quadrillion this year. This growth is driven by the shift in China's AI industry focus from competition in large models and computing power to large-scale deployment and commercialization of AI agents.
The report, titled 'Research Report on the Development of AI Infrastructure in the Agent Era (2026),' published by the China Telecommunications Research Institute on Saturday, notes that AI is entering a new stage of development where AI agents are becoming the primary type of application.
These AI agents make complex AI technologies invisible and accessible, allowing individuals and enterprises to perform complex tasks end-to-end without needing specialized technical knowledge.
Rao Shaoyan, Director of the Institute of Enterprise and Industry Strategy at the China Telecommunications Research Institute, stated that China's annual token consumption is projected to reach 100 quadrillion in 2026 and exceed 35 quintillion by 2030, corresponding to an average annual growth rate of nearly 12 times.
This means that in 2026, daily consumption is expected to be approximately 274 trillion tokens, or about 3.2 billion tokens per second, compared to over 140 trillion per day as of March of this year.
Rao noted that the surge in AI agents will stimulate sustained and rapid growth in China's demand for computing power. It is projected that the demand for computing power in China will increase almost tenfold annually over the next two to three years. Regarding the structure of this demand, inference computing will significantly outpace training computing, and by 2029, inference is predicted to account for 80% of the Chinese computing market.
Chinese companies are already preparing for the increase in token consumption. Qian Lin, a leading expert in Chinese mobile communications, reported that his group has established two high-level management institutes for computing power and tokens to coordinate the development of computing infrastructure and token consumption.
Qian added that, according to their estimates, China Mobile's average daily token output last year was about 3.4 trillion tokens, and this year's production capacity will certainly exceed that level.
Furthermore, according to the global research firm International Data Corporation, the number of active AI agents worldwide is expected to grow from approximately 28.6 million in 2025 to 79.4 million in 2026, reaching 2.216 billion by 2030.

