Friday, November 21, 2025

"Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees" (GOOG)

Ten doubles = 1024 times.

From CNBC, November 21:

  • At a recent all-hands meeting, Google’s head of AI infrastructure, Amin Vahdat, said the company has to race to build out compute capacity in order to meet demand.
  • Vahdat said Google bolsters its AI infrastructure capabilities with more efficient models and through its custom silicon.
  • In a presentation, Vahdat included a slide that said, “Now we must double every 6 months.... the next 1000x in 4-5 years”
  • Google CEO Sundar Pichai spoke at the meeting and addressed employee questions about the potential of an AI bubble bursting and capital expenditures....

....MUCH MORE