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

Published : Nov 21, 2025, 07:10 PM IST
https://stocktwits.com/news-articles/markets/equity/google-ai-infra-chief-must-double-ai-compute-twice-a-year/cLPMFWiREOK

Synopsis

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.

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.

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