By Madison Troyer
Publication Date: 2025-12-03 15:45:00
Google will need to double its serving capacity every six months in order to keep up with AI demand, a company executive told employees in an all-hands meeting earlier this month, CNBC reports.
“The competition in AI infrastructure is the most critical and also the most expensive part of the AI race,” Amin Vahdat, vice president in charge of the AI and Infrastructure team at Google, said at the meeting.
The presentation took place just weeks after Google released its Q3 earnings report, announcing its first-ever billion-dollar quarter and raising capital expenditures for the year from $91 billion to $93 billion.
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Despite the budget change, Vahdat told employees in the meeting that he doesn’t expect spending to balloon in 2026.
“[Our] job is of course to build this infrastructure, but it’s not to outspend the competition, necessarily,” he said.
“We’re going to spend a lot,” he added, before underlining the team’s real goal, to build…
