- Google’s AI VP and CEO warns of ‘intense’ year ahead
- Company aims to double AI service capacity every six months
- Reducing reliance on third parties could help address some cost and efficiency issues
Google’s vice president of AI and infrastructure, Amin Vahdat, reportedly warned employees that the company needed to double its service capacity every six months in order to meet demand for AI tools.
CNBC reported that the news hit a company’s staff hard, during which Vahdat revealed that Google is expected to increase “the next 1,000 times in 4 to 5 years.”
Vahdat noted that all of this was necessary while maintaining the same costs and energy consumption, describing a challenging future of both colossal increases in capacity and equally large improvements in efficiency.
Google must double AI progress every six months
Vahdat explained that the 1000x scale, expected toward the end of the decade, is expected to have “essentially the same cost and, increasingly, the same power, the same energy level.”
Obviously, the roadmap consists of several elements. Google continues to work on expanding its infrastructure, like AI and cloud data centers, but it is also deploying more of its own hardware (like TPUs) to reduce reliance on third-party companies. Nvidia, for example, has benefited enormously from this.
Ironwood, Google’s seventh-generation TPU, claims 30 times greater power efficiency than 2018 models.
And as for third-party concerns, many Nvidia chips are being reported as “exhausted,” according to The edgewhich has slowed some deployments in the industry, including Google’s own AI features.
Separately, Google CEO Sundar Pichai also warned that 2026 would be “intense” due to AI competition and demand for computing. Google has publicly acknowledged concerns about the AI bubble, but Pichai considers underinvesting in AI even riskier.
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