AI robots and vehicles may send over 90% of their data through network uploads by 2035
Nokia's 2026 Global Network Traffic Report forecasts AI will drive nearly 50% of global traffic by 2035, with AI robots and vehicles sending over 90% of their data through network uploads. Total traffic is expected to quadruple to 3,789 exabytes per month by 2035, with agentic and physical AI traffic growing significantly. The report highlights the need for networks to support uplink capacity, low latency, and distributed infrastructure to meet AI demands.
How this was made
The 30-second read
Why it matters
The report underscores a massive shift toward AI‑generated uplink traffic, positioning network equipment vendors for long‑term growth, though the distant timeline reduces immediate trading relevance.
Market read
While the forecast is a new data point, its long‑term nature limits short‑term trading opportunities; investors may adjust long‑term exposure to telecom infrastructure.
What to watch
Potential competition from cloud providers building private networks and alternative wireless technologies could temper demand for Nokia's gear.
Background
Nokia, a leading global connectivity infrastructure company, released a forward‑looking traffic forecast covering AI, fixed wireless access, and edge computing through 2035.
Ticker impact
Nokia published its Global Network Traffic Report forecasting AI will drive nearly half of global traffic by 2035, projecting a 160‑fold increase in agentic AI traffic.
likely modest upside as investors price in higher future demand for Nokia's equipment.
The forecast is a forward‑looking estimate without near‑term revenue guidance; traders may view it as supportive but not a catalyst for immediate moves.
Market effects
Highlights accelerating AI‑driven traffic, suggesting increased demand for telecom and networking equipment providers.
May benefit European and Asian network‑gear manufacturers competing with Nokia.
Signals broader AI infrastructure growth, relevant to investors tracking long‑term tech infrastructure trends.
Counterpoint
The forecast may be overly optimistic; actual AI traffic growth could be slower, limiting upside for Nokia.
Key entities
- CompanyNokia
Global provider of networking hardware and services, issuer of the report.
- ExecutivePallavi Mahajan
Chief Technology and AI Officer at Nokia, quoted in the release.
