Google ’s AI infrastructure boss told employees that the company has to double its compute capacity every six months in order to meet demand for artificial intelligence services. At an all-hands meeting on Nov. 6, Amin Vahdat, a vice president at Google Cloud, gave a presentation, viewed by CNBC, titled “AI Infrastructure,” which included a slide on “AI compute demand.” The slide said, “Now we must double every 6 months…. the next 1000x in 4-5 years.” “The competition in AI infrastructure is the most critical and also the most expensive part of the AI race,” Vahdat said at the meeting, where Alphabet CEO Sundar Pichai and CFO Anat Ashkenazi also took questions from employees. The presentation was delivered a week after Alphabet reported better-than-expected third-quarter results and raised its capital expenditures forecast for the second time this year, to a range of $91 billion to $93 billion, followed by a “significant increase” in 2026.

Full report : At a recent all-hands meeting, Google’s head of AI infrastructure Amin Vahdat said Google must double AI compute capacity every six months to meet demand.