Observed Signal · Oct 16, 2026 · Technical Release · Source: PR Newswire: Advertising & Marketing · Impact: 4/5 · Sentiment: Positive
Building AI-Native Core for Next-Gen Agentic Services
Huawei outlines a vision for an AI-native core network architecture designed to support next-generation AI-agent services. The company predicts that by 2035, there could be 900 billion AI agents worldwide, necessitating a shift from bit-oriented to token-oriented traffic handling. Huawei identifies three typical service quality scenarios: AoNR for low-latency task execution, Wide-Area Computing Network (WCN) for improved computing efficiency, and Agent Computing Network (ACN) for secure collaboration among AI agents. The new core network should feature intent-based interfaces, a dedicated Data & AI Plane (DAP) alongside traditional control and user planes, and deep integration of AI decision-making into network procedures. Huawei outlines two evolution phases: first, adding AI capabilities as overlays, and second, creating a fully AI-native core network capable of enhanced connectivity and beyond connectivity services, requiring ecosystem collaboration across devices, chips, and networks.
Huawei's vision for an AI-native core network is a major platform announcement that outlines the future infrastructure for AI-agent services, which will be crucial for the AdTech ecosystem as it moves towards agentic advertising and autonomous media buying.
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Key Takeaways & Evidence Grounding
- Huawei predicts 900 billion AI agents globally by 2035.
- Huawei introduces three service quality scenarios: AoNR, WCN, ACN.
- New core network architecture includes intent-based interfaces and a Data & AI Plane (DAP).
- Huawei outlines two evolution phases towards an AI-native core network.
Connected Companies & Entities
1 Entity mapped“Huawei believes that an AI-native core network will be crucial for this transformation.”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Huawei President Urges Network Rebuild for AI Era
At the Network X 2026 conference in Vienna, Bob Chen, President of Huawei's Optical Business Product Line, delivered a keynote at the WBBA's Broadband Development Congress, advocating for a network transformation to meet AI era demands. He proposed three 'R's: Rebuilding network architecture around AI Data Centers (AIDCs) instead of administrative regions, with latency guarantees of 1-5-20 ms; Rethinking business models to offer 'bandwidth + latency + reliability' and integrated network-compute-model services, expanding home broadband from connectivity to whole-home intelligence; and Redefining network operations through full-lifecycle AI, including intelligent Wi-Fi tuning and energy-saving mechanisms. Chen highlighted that AI large models now have nearly 10 trillion parameters and token consumption has increased almost 50x in the past year, necessitating these shifts. AI-driven tuning can boost speeds by ~20% and reduce device energy by over 20%.
Huawei Predicts 900 Billion AI Agents by 2035
Huawei's Intelligent World 2035 report forecasts 900 billion AI agents by 2035, one hundred per human, with agents moving 90% of AI token traffic and driving a 100-fold rise in data volume. Reuters corroborated the agent traffic prediction. Meanwhile, hyperscalers have committed $725 billion in capex for 2026, up 77% year-over-year. The article interprets this as a bet on machine-to-machine commerce, where agents act as customers for other agents, rather than tools for humans. It highlights the trend of AI agents as economic actors, potentially reshaping the internet and advertising ecosystems.
Agentic AI Transforms Telecom Network Management
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