Token需求40倍增长背后是AI从对话转向智能体经济的拐点，做AI基础设施或智能体开发的团队值得关注这一趋势，提前布局算力和成本优化。
高通CEO Cristiano Amon预测，到2026年全球每10秒的Token需求将达到317亿，到2030年将增长40倍至1.27万亿。他指出，Token需求的爆发并非主要源于更智能的答案，而是AI从人类节奏的交互转向智能体（Agent）驱动的活动。当智能体变得持久化，AI的经济将像背景基础设施一样运行。每一次有用行动背后都有隐藏成本：上下文需携带、记忆需更新、传感器需解读、错误需在造成损失前捕获。
"Every 10 seconds, global token demand is around 3…
"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)