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Google Tells Employees It Must Double Capacity Every 6 Months to Meet AI Demand

Google aims to scale AI compute capacity by 1,000 times over several years while maintaining stable costs and energy use, driven by rising demand and competition.

Summary by Ars Technica
While AI bubble talk fills the air these days, with fears of overinvestment that could pop at any time, something of a contradiction is brewing on the ground: Companies like Google and OpenAI can barely build infrastructure fast enough to fill their AI needs. During an all-hands meeting earlier this month, Google’s AI infrastructure head Amin Vahdat told employees that the company must double its serving capacity every six months to meet demand …

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CNBC broke the news in United States on Friday, November 21, 2025.
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