Google Targets 1,000× AI Compute Growth in 5 Years Amid Industry Spending Surge
Google Cloud's vice president Amin Vahdat unveiled plans to scale AI infrastructure capacity by 1,000 times within 4-5 years through six-month doubling cycles. The aggressive roadmap, presented during an all-hands meeting attended by Alphabet CEO Sundar Pichai, underscores the intensifying arms race in hyperscale computing.
The disclosure follows Alphabet's raised capital expenditure forecast to $93 billion for 2024, with further increases anticipated. Rivals Microsoft, Amazon, and Meta have similarly boosted spending targets, collectively pushing projected industry capex beyond $380 billion this year.
Vahdat emphasized Google's focus on efficient scaling rather than outright spending dominance. "Our job is to build this infrastructure but it's not to outspend the competition," he told employees during the November 6 meeting, according to CNBC documents.
