To address surging AI demand, Google aims to double its server capacity every six months, yielding 1000x greater capacity in four to five years.
The remarks came from Google’s AI infrastructure chief Amin Vahdat at a November 6 all-hands meeting, per CNBC. Alphabet, Google’s parent, is thriving financially, with strong Q3 results in late October and capex guidance raised to $93 billion from $91 billion.
Vahdat fielded an employee’s query on the firm’s outlook amid ‘AI bubble’ chatter by highlighting under-investment dangers. Cloud gains prove infra spending works. “The risk of under-investing is pretty high […] the cloud numbers would have been much better if we had more compute.”
Google’s cloud segment keeps expanding at roughly 33% annually, generating revenue that leaves it “better positioned to withstand misses than other companies,” he noted.
Leveraging upgraded infrastructure with efficient seventh-gen Tensor Processing Units and optimized LLM models, Google is poised to deliver ongoing value for enterprise users’ incr