By Jennifer Elias
Publication Date: 2025-11-21 12:30:00
Amin Vahdat, VP of Machine Learning, Systems and Cloud AI at Google, holds up TPU Version 4 at Google headquarters in Mountain View, California, on July 23, 2024.
Marc Ganley
Google ‘s AI infrastructure boss told employees that the company has to double its compute capacity every six months in order to meet demand for artificial intelligence services.
At an all-hands meeting on Nov. 6, Amin Vahdat, a vice president at Google Cloud, gave a presentation, viewed by CNBC, titled “AI Infrastructure,” which included a slide on “AI compute demand.” The slide said, “Now we 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 said at the meeting, where Alphabet CEO Sundar Pichai and CFO Anat Ashkenazi also took questions from employees.
The presentation was delivered a week after Alphabet reported better-than-expected third-quarter results and raised its capital…
