Google AI Infra Chief Says Company Must Double AI Compute Twice A Year To Meet Demand: Report

Google’s AI Infrastructure chief made the comments in a presentation nearly two weeks before the launch of the company’s latest AI model, Gemini 3.
In this photo illustration, the logo of Gemini 3 is displayed on a smartphone screen with Google logo in the background.
In this photo illustration, the logo of Gemini 3 is displayed on a smartphone screen with Google logo in the background. (Photo by VCG/VCG via Getty Images)
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Rounak Jain·Stocktwits
Updated Nov 21, 2025   |   8:00 AM EST
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Google’s AI Infrastructure head, Amin Vahdat, reportedly told employees that the Alphabet Inc.-owned (GOOG) (GOOGL) company will now have to double its artificial intelligence compute capacity twice a year to meet demand.

According to a CNBC report citing an internal presentation, Vahdat said, “Now we must double every 6 months.... the next 1000x in 4-5 years.”

The presentation was made earlier in November, nearly two weeks before the launch of Google’s latest AI model, Gemini 3.

Alphabet’s Class A shares were up by more than 1% in Friday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.

Get updates to this developing story directly on Stocktwits.

Also See: Dan Ives Shoots Down AI Skeptics, Cites 5 Times Doubters Got It Wrong — From Apple To Netflix And Beyond

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