tech
December 3, 2025
Google tells employees it must double capacity every 6 months to meet AI demand
Google’s AI infrastructure chief tells staff it needs thousandfold capacity increase in 5 years.
TL;DR
- Google's AI infrastructure head revealed the company needs to double serving capacity every six months and scale 1000x in 4-5 years.
- Meeting AI demand requires scaling while maintaining the same cost, power, and energy levels.
- OpenAI is planning six massive data centers through a partnership, committing over $400 billion for nearly 7 gigawatts of capacity.
- Major tech companies are in a race to build data centers, facing constraints from Nvidia's limited GPU production.
- Google's CEO cited compute constraints preventing wider release of AI features like Veo.
- Google plans to achieve scaling targets through physical infrastructure, efficient AI models, and custom silicon (like their TPU Ironwood).
- Google's aggressive expansion plans reflect a calculation that underinvesting in AI infrastructure carries greater risk than overcapacity.
- Google's CEO acknowledged employee concerns about a potential AI bubble.
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