- Google’s AI VP and the company’s CEO warn of an “intense” year ahead
- The company wants to double AI serving capacity every six months
- Reducing reliance on third parties can help address some cost and efficiency issues
Google’s AI and Infrastructure VP, Amin Vahdat, has reportedly warned employees that the company needs to double serving capacity every six months to keep up with demand for AI tools.
CNBC reported that the news hit the staff of a company, with Vahdat revealing that Google would need to scale “the next 1000x in 4-5 years.”
Vahdat noted that all this was necessary while maintaining the same cost and power consumption, describing a challenging future with both colossal capacity increases and equally mighty efficiency improvements.
Google must double AI progress every six months
Vahdat explained that the 1000x scale, targeted around the end of the decade, should come at “essentially the same cost and increasingly the same power, the same energy level.”
It is clear that the roadmap consists of several elements. Google continues to work on expanding its infrastructure, such as AI and cloud data centers, but it is also rolling out more of its own hardware (like TPUs) to reduce reliance on third-party companies. Nvidia has e.g. profited enormously from it.
Google’s seventh-generation TPU, Ironwood, claims a 30x energy efficiency boost over 2018 models.
And on these third-party concerns, many Nvidia chips are marked as ‘sold out’ per The edgewhich has slowed some rollouts across the industry, including Google’s own AI capabilities.
Separately, Google CEO Sundar Pichai has also warned that 2026 would be “intense” due to AI competition and computing demand. Google has publicly acknowledged concerns about AI bubbles, but Pichai believes that underinvesting in AI is even riskier.
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