- Google’s AI vice president and company CEO warn of an “intense” year ahead
- The company wants to double AI service capacity every six months
- Reducing reliance on third parties could help solve some cost and efficiency issues
Google’s vice president of infrastructure and AI, Amin Vahdat, reportedly warned employees that the company must double service capacity every six months to keep up with demand for AI tools.
CNBC reported that the news hit a company’s staff, during which Vahdat revealed that Google would need to scale “the next 1,000 times in 4 to 5 years.”
Vahdat noted that all of this was necessary while maintaining the same cost and energy consumption, portending a challenging future of colossal capacity increases and equally powerful efficiency improvements.
Google needs to double AI progress every six months
Vahdat explained that the 1000x scale, planned for the end of the decade, would have to be “essentially the same cost and, increasingly, the same power, the same energy level.”
It is evident that the roadmap consists of multiple elements. Google continues to work to expand its infrastructure, such as artificial intelligence and cloud data centers, but is also deploying more of its own hardware (such as TPU) to reduce reliance on third-party companies. Nvidia has benefited greatly from this, for example.
Google’s seventh-generation TPU, Ironwood, claims to have a 30x increase in energy efficiency over 2018 models.
And as for those third-party concerns, many Nvidia chips are marked as “out of stock,” according to The edgewhich has slowed some rollouts across the industry, including Google’s AI features.
Separately, Google CEO Sundar Pichai also warned that 2026 would be “intense” due to AI competition and computing demand. Google has publicly acknowledged its concerns about the AI bubble, but Pichai believes underinvesting in AI is even riskier.
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