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

• Vahdat added that the competition in the AI infrastructure space is not only expensive but also critical.
• He stated that while Google will spend a lot on building out this infrastructure, its job is “not to outspend the competition, necessarily.”
• Earlier this week, Google took the wraps off Gemini amid intensifying competition with Microsoft-backed OpenAI.

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.

Competition In AI Infrastructure

According to the report, Vahdat added that the competition in the AI infrastructure space is not only expensive but also critical. He stated that while Google will spend a lot on building out this infrastructure, its job is “not to outspend the competition, necessarily.”

He added that Google needs to “be able to deliver 1,000 times more capability, compute, storage networking for essentially the same cost and increasingly, the same power, the same energy level. It won’t be easy, but through collaboration and co-design, we’re going to get there.”

Google’s Gemini 3 Launch

Earlier this week, Google took the wraps off Gemini amid intensifying competition with Microsoft Corp.-backed OpenAI.

In an announcement, Google stated that Gemini 3 will allow users to get what they “need” with less prompting, thanks to its reasoning capabilities designed to grasp depth and nuance in user queries.

Google stated that its AI Mode in Search feature uses Gemini 3 to enable new experiences, such as immersive visual layouts and interactive tools generated on the fly based on user queries.

“This work represents a first step toward fully AI-generated user experiences, where users automatically get dynamic interfaces tailored to their needs, rather than having to select from an existing catalog of applications,” the company said.

GOOGL stock is up 53% year-to-date and 64% over the past 12 months.

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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