Goldman Sachs Research: "Token use by AI agents is expected to multiply 24 times by 2030"

Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-25

Goldman Sachs Research projects AI agent token usage will multiply 24 times by 2030, with Uber and Microsoft already reconsidering expensive agent deployments as cost pressures create the first serious financial stress test for the AI boom.

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AI Agents: 24x Token Growth Projections, Enterprise Cost Pressure, and the Agentic Business Thesis

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Topics: ai-agentstoken-economicsenterprise-aiai-costs

Claims

Goldman Sachs Research projects AI agent token usage will increase 24-fold by 2030.
AI agents are creating the first serious cost test for the current AI investment cycle.
Uber and Microsoft are already reconsidering expensive AI agent deployments due to cost pressures.

Key quotes

Token use by AI agents is expected to multiply 24 times by 2030.

AI agents are now creating the first serious cost test for the AI boom. As was reported this week, Uber and Microsoft are already rethinking expensive agent usage.