Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees

[LiberalArkie]

NOV 21 20257:30 AM EST

Google ’s AI infrastructure boss told employees that the company has to double its serving 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. Hyperscaler peers Microsoft, Amazon and Meta also boosted their capex guidance, and the four companies now expect to collectively spend more than $380 billion this year.

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https://www.cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html