Google намерена удвоить свои ИИ-ресурсы каждые полгода для конкуренции на растущем рынке Translation: Google plans to double its AI resources every six months to compete in the growing market.

Google is compelled to double its computing capabilities every six months to meet the escalating demand for artificial intelligence technologies. This was shared by Amin Vahdat, Vice President of Google Cloud, during a meeting with employees, as reported by CNBC.

According to a presentation, over the next four to five years, the capacity is expected to double every six months, leading to an overall increase of approximately 1000 times.

«The competition in AI infrastructure is the most critical and simultaneously the most expensive aspect of the artificial intelligence race,» stated Vahdat.

The presentation took place on November 6, just a week after the company released its financial report for the third quarter. For the second time this year, Google raised its forecast for capital expenditures to $91-93 billion and announced plans to «significantly increase» these investments in 2026.

Microsoft, Amazon, and Meta also plan to ramp up their spending. Collectively, the four corporations aim to invest $380 billion by 2025.

«Google’s task is to build this infrastructure without necessarily outspending our competitors,» Vahdat remarked.

The corporation intends to offer a «more reliable, efficient, and scalable foundation» compared to its rivals.

Vahdat mentioned that Google is enhancing its capabilities through more efficient models and its proprietary chips.

Last week, the company announced the launch of the seventh generation of Tensor Processing Units called Ironwood, which are 30 times more energy-efficient compared to the first version of Cloud TPU from 2018.

The Vice President of Google Cloud highlighted the competitive edge the company has thanks to its research division, DeepMind.

«Google needs to deliver a thousand times more power, computing resources, and network storage at virtually the same cost and energy consumption. This will be challenging, but through collaboration and co-design, we will achieve our goals,» Vahdat stated.

Google CEO Sundar Pichai mentioned in a meeting with employees that 2026 will be demanding due to increasing competition in the AI sector and the high demand for cloud and computing resources.

One attendee raised a question about the potential formation of a bubble in the industry that could burst and hinder further development.

«That’s an excellent question. It’s certainly a timely topic; people are discussing it,» Pichai said.

He returned to the subject of the risks associated with overly conservative investments and noted Google Cloud’s business, which recorded a quarterly revenue growth of 34% to more than $15 billion. The order book for this division reached $155 billion.

«We are better prepared than others to weather any missteps,» emphasized Pichai.

Discussions about a bubble intensified ahead of Nvidia’s quarterly report. Shares of major players in the AI sector dropped significantly.

The strong report from a company valued at over $4.5 trillion, holding around 8% of the S&P 500 index, led to a surge in shares of the American chipmaker and other tech firms.

In November, Pichai remarked that the market exhibited «elements of irrationality,» and in the event of a bubble bursting, «no company will remain unscathed.»

It’s worth mentioning that analysts and chip manufacturers have warned of a memory chip shortage that could impact consumer electronics and the automotive industry in 2026.