As Google Eyes Exponential Surge in Serving Capacity, Analyst Says We're Entering 'Stage Two of AI' Where Bottlenecks Are Physical Constraints

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As Google eyes exponential surge in serving capacity, analyst says we're entering 'stage two of AI' where bottlenecks are physical constraints

The rush to increase serving capacity may be a sign that there is no AI bubble, said one expert.

As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints

Google’s AI infrastructure boss warned the company needs to scale up its tech to accommodate a massive influx of users and complex requests being handled by AI products—and it may be a sign that fears of a bubble are overblown. Amin Vahdat, a VP who leads the global AI and infrastructure team at…