By Lucas Ropek
Publication Date: 2025-11-21 20:35:00
Tech companies are racing to build out their infrastructure as their increasingly resource-intensive AI products gobble up capacity, clean out chipmakers’ supply, and require more power. Google, once dubbed the “King of the Web,” is one of those companies, and a high-level exec for The Big G is reported to have told staff that the company needs to scale up its serving capabilities exponentially if it wishes to keep up with the demand for its AI services.
CNBC got its hands on a recent presentation given by Amin Vahdat, VP of Machine Learning, Systems, and Cloud AI at Google. The presentation includes a slide on “AI compute demand” that asserts that Google “must double every 6 months…. the next 1000x in 4-5 years.”
“The competition in AI infrastructure is the most critical and also the most expensive part of the AI race,” Vahdat reportedly said at the all-hands meeting where the presentation took place. Google’s “job is of course to build…
