Goldman Sachs Research projects that token consumption from agentic AI applications will surge to 120 quadrillion tokens per month by 2030, marking a 24x increase from current levels.
The report attributes the explosive growth to the rapid adoption of AI agents across enterprise and consumer applications, as autonomous systems capable of executing tasks and making decisions become the next major evolution in artificial intelligence.
According to the research, enterprise AI agents are expected to drive the majority of future demand, fueling massive growth in computing infrastructure, data centers, and AI-related technologies worldwide.