AI horizon 2027–2035: three scenarios

Русская версия

Up to 2035, AI development can be described by three branches: A, “normal technology” that spreads over decades; B, the current trend continuing, the baseline; C, acceleration, in which AI automates its own research. Which branch is coming true is checked not by opinion but by external benchmarks: the price of a token, the horizon of autonomous tasks, data centre electricity use, the share of decisions taken by agents. For a company the conclusion is common to all three branches: there are already more machine actions per person than a person can check, so the rules, the keys and the proof of actions stay with people in any scenario.

In brief

  • Branch A, “normal technology”: capability growth slows, AI is adopted gradually and mostly complements human work.
  • Branch B, the trend continues: compute grows 4–5 times a year, the price of a token at the same quality falls about 10 times a year, agents take over operational execution.
  • Branch C, acceleration: AI automates its own research, and the leap compresses the decade.
  • Benchmarks: each indicator has a 2026 value, a source and a check date; the register is recalculated every year.
  • The common conclusion: control of agent actions and independent testing are needed in all three branches; only the density of the action flow changes.

Three branches of AI development to 2035

BranchWhat happensControl benchmark by 2028
A, “normal technology”Model capabilities grow more slowly; AI spreads over decades like electricity and the internet; institutions have time to adapt; automation is fragmentaryThe METR task horizon doubles more slowly than every seven months; Gartner’s forecast of a large share of agentic projects being canceled by the end of 2027 comes true; open models carry more than half of the token flow
B, the trend continues (baseline)Training compute grows 4–5 times a year, the price of a token at fixed quality falls about 10 times a year, the autonomous task horizon doubles every 3–7 months; agents take over execution, people keep the rules, the keys and the responsibilityThe best model sustains a METR horizon of at least a working week; 15% of daily work decisions are taken autonomously on Gartner’s scale
C, accelerationAI automates its own research cycle; “a century of progress in a decade”An automated coder appears before 2028; US GDP growth exceeds 5% a year; capital investment in AI exceeds 5% of GDP

Branches and benchmarks follow the institute’s book “Proven Action” (introduction and Appendix G).

Key indicators and their benchmarks

Indicator2026 valueBranches by 2035: A / B / CWhere to check
Token price at fixed qualityFalling about 10 times a year (a16z, 2024; Epoch AI, 2025)Slowdown / 10 times a year / 100 times a yearEpoch AI, yearly
Task horizon of the best model (median)About 12 hours for Claude Opus 4.6 (METR, 20 February 2026)A month / a quarter to a year, a “turnkey project” / not measurable on the current scaleMETR, yearly
Arrival of an automated coderMedians of two AI Futures Project authors: November 2027 and January 2030 (update of 16 August 2026)After 2035 / 2028–2030 / before 2028aifuturesmodel.com, quarterly
Data centre electricity use worldwideIEA forecast: 945 TWh by 2030 and 1,200 TWh by 2035≈ 1,000 / ≈ 1,200 / > 1,700 TWhIEA World Energy Outlook, yearly
Energy-intensive computing capacity in Russia (data centres and mining)4.2 GW by April 2026 (System Operator of the Unified Energy System)8 / 15 / 15 GWSystem Operator, Ministry of Energy, yearly
Share of daily work decisions taken by agentsGartner forecast: 15% by 2028 (0% in 2024)10 / 30 / > 50%Gartner, yearly
Employment of young workers aged 22–25 in AI-exposed occupations−19% (Stanford Digital Economy Lab, 12 August 2026)0 / −20 / −40%Stanford DEL, yearly
Agent liability policies that require an execution logFirst precedent: the AIUC-1 standard (ElevenLabs policy, 12 February 2026)A narrow niche / a corporate market standard / required by lawTerms of leading insurers’ policies, yearly

The full register of fifteen indicators is on the page of the forecast register to 2035 (in Russian).

What this means for a company

The price of a model falls, and value moves. If a token gets about 10 times cheaper every year (branch B), the ordinary 2026 level of intelligence becomes almost free within a few years. Money and responsibility move to where they cannot be made cheaper: approving rules, holding keys, proving actions and independent testing.

Energy is a hard limit. Compute runs into gigawatts: both global data centre consumption and Russian capacity grow according to the plans of power systems, not the wishes of developers. For Russia this is a question of access to compute and of sovereignty.

Work changes unevenly. Agents take over operational execution; this shows first in the hiring of young workers. People remain where they sign the rules and answer for the consequences.

Control is needed in any branch. Even in the slow branch A, with a small share of autonomous decisions, a large company generates millions of machine actions a day, more than people can check. In branches B and C the gap grows by orders of magnitude. So a deterministic check of actions before execution and independent testing do not depend on which branch comes true (Ashby’s law and Beer’s model).

How to tell which branch is coming true

  1. Check the benchmarks once a year: Epoch AI (compute and token price), METR (task horizon), the IEA and the System Operator (energy), Gartner (share of agent decisions), Stanford DEL (employment).
  2. Look at the whole picture, not one number: the branch is defined by several indicators together.
  3. Recalculate plans by branch, not by one expert’s forecast.
  4. Mark forecasts with a label and a benchmark, following truth marking.

Frequently asked questions

What are the scenarios for AI development to 2035?

Three branches: A, “normal technology” spreading over decades; B, the trend continues, with compute growing 4–5 times a year and token prices falling about 10 times a year; C, acceleration, in which AI automates its own research.

Which scenario is the baseline?

In the institute’s book “Proven Action” the baseline working branch is B, the trend continues. But the management conclusions are built to stay true in all three branches.

How can one check which scenario is coming true?

By external benchmarks: token price and compute (Epoch AI), the horizon of autonomous tasks (METR), data centre electricity use (IEA), the share of decisions taken by agents (Gartner), employment of young workers (Stanford DEL). The register is recalculated yearly.

How much will AI cost in a few years?

In branch B the price of a token at fixed quality keeps falling about 10 times a year, and the 2026 level of models becomes almost free. In branch A the fall slows down; in branch C it speeds up.

What will happen to people’s jobs because of AI agents?

Agents take over operational execution; according to the Stanford Digital Economy Lab, in 2026 employment of young workers aged 22–25 in AI-exposed occupations is already 19% lower. By 2035, depending on the branch, the range is from recovery through new roles to a 40% fall. People keep the rules, the keys and the responsibility.

Why is control of agent actions needed in any scenario?

Because the flow of machine actions per person has already exceeded the limit of attention even in the slow branch. Only the density of the flow changes; checking every action by hand is impossible in any of the branches.

Sources

  1. The institute’s book “Proven Action. Power and Control over AI Agents: Strategy 2027–2035”, introduction and Appendix G “Forecast register to 2035” (in Russian): https://isslab.ru/en/book/
  2. Forecast register to 2035 (in Russian): https://isslab.ru/kniga/reestr-prognozov/
  3. Epoch AI, compute trends: https://epoch.ai/data/trends
  4. METR, task time horizons: https://metr.org/time-horizons/
  5. AI Futures Project, timelines model: https://aifuturesmodel.com/
  6. IEA, World Energy Outlook: https://www.iea.org/reports/world-energy-outlook-2025
  7. Stanford Digital Economy Lab: https://digitaleconomy.stanford.edu/

Checked: 18 October 2026, against the text of the book. Forecasts are forecasts, not measurements; the 2026 values follow the sources named in the book.

Related pages