Google Must 1,000X AI Compute, Increases CapEx to $93B

Google Must 1,000X AI Compute, Increases CapEx to $93B

Update: 2025-11-23
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Description

In this episode, we unpack Google’s internal directive that its AI compute capacity must double every six months to keep up with surging demand. We explore what this pace means for Google’s infrastructure strategy and the future of large-scale AI growth.


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Google Must 1,000X AI Compute, Increases CapEx to $93B

Google Must 1,000X AI Compute, Increases CapEx to $93B