US EditionSundar Pichai Defends AI Spending Amid Bubble Fears
Sundar Pichai announced a $15 billion AI hub in Vizag and a subsea cable initiative to boost AI connectivity between India, the US, and the Southern Hemisphere.
- On Feb 18, 2026, Google CEO Sundar Pichai said AI was the biggest platform shift in our lifetime and defended Google’s decade-long investment in AI at the India AI Impact Summit 2026 in New Delhi.
- Market investors note that hyperscaler firms are pouring money into AI with little near-term return, amplifying pressure on capital expenditure projections.
- Infrastructure and skilling commitments include an AI hub in Vizag with gigawatt-scale compute and the India-America Connect initiative, plus Google AI Professional Certificate and GenAI assistants for over 10,000 schools and 11 million students.
- He said India can leapfrog by radically transforming sectors and workflows, citing early healthcare pilots with AIIMS as an example of AI’s impact.
- Longer-Term, commentators argue that capital expenditure projections from Amazon, Alphabet, and Microsoft are reasonable as cloud computing drives long‑term returns and Google Cloud posted 48% growth in Q4.
22 Articles
22 Articles
Sundar Pichai announces USD 15 billion Google AI investment in Vizag at AI Impact Summit 2026
On the fourth day of the AI Impact Summit 2026, Sundar Pichai, CEO of Google, addressed the impact of AI, not only in India but worldwide. AI represents a transformative moment in technology, comparable to the biggest shifts in computing history, he stated. “No technology has me dreaming bigger than AI. It is the biggest platform shift of our lifetimes,” he said, adding that AI could help emerging economies to leap ahead and create legacy infras…
Sundar Pichai Justified Big Investments Amid Bubble Narrative, Google CEO Highlights AI As Ticket To Future Growth: 'We Are Seeing The Opportunities' - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)
Alphabet CEO Sundar Pichai defended Google's $15 billion AI investments amid bubble concerns, while Demis Hassabis emphasized AI as a human-augmenting tool and James Manyika urged governments to focus on upskilling for task-based workforce changes. Importance Rank: 1
Google announced Wednesday the construction of new submarine cables from India to enhance the capacity of the planet's most populous country in artificial intelligence, during the global AI summit in New Delhi. The U.S. giant said that "three submarine connections will unite India with Singapore, South Africa and Australia." It will also create four fiber optics to reinforce "the existing connections between the U.S., India and other regions of …
Here's Why Amazon, Alphabet, and Microsoft's AI Spending Is a Genius Move
Key PointsAmazon, Alphabet, and Microsoft have the three largest cloud computing platforms.Google Cloud and AWS just posted fantastic quarters.Microsoft Azure doesn't report as much information as its peers. 10 stocks we like better than Alphabet › The market is really concerned about one thing right now: artificial intelligence (AI) spending. It's understandable; many of the AI hyperscalers are dumping a boatload of money into this technology, …
Sundar Pichai backs AI spending, calls it economic foundation
New Delhi: Amid global fears of an AI bubble, Google CEO Sundar Pichai defended the massive spending around Artificial Intelligence, likening tech infrastructure being built to the historical expansion of railroads and highways, which became essential foundations for long-term economic value and growth. Fielding questions on how CEOs can overcome boardroom scepticism regarding AI returns, Pichai urged a long-term view, calling the current era an…
India Will Have "Extraordinary Trajectory" With AI: Google CEO Sundar Pichai
Pointing out that there is a very high adoption of, and optimism for, AI technologies in India, Pichai said they present a chance for the country to "leapfrog age-old gaps" and create new opportunities.
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