---
title: "Concerns over AI burning cash, Google executives reassure: computing power must double every six months to meet demand"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/266938972.md"
description: "Google executives stated that computing power needs to double every six months to meet demand. Amin Vahdat, Vice President of Google Cloud, mentioned at a meeting on November 6 that the competition for artificial intelligence infrastructure is the most critical and costly aspect, and Google needs to achieve a 1,000-fold improvement in cost, energy consumption, and computing power. Google CEO Sundar Pichai emphasized that the risks of insufficient investment are very high"
datetime: "2025-11-21T13:45:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/266938972.md)
  - [en](https://longbridge.com/en/news/266938972.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/266938972.md)
---

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# Concerns over AI burning cash, Google executives reassure: computing power must double every six months to meet demand

According to reports, an executive responsible for artificial intelligence infrastructure at Google (GOOGL.US) recently told employees that the company needs to double its computing power every six months to meet demand. It is reported that Amin Vahdat, Vice President of Google Cloud, presented a PowerPoint slide regarding computing power during a briefing to employees, stating: "We must double our computing power every 6 months... and increase computing power by 1000 times within 4 to 5 years." This statement was made during a meeting on November 6.

Vahdat stated, "The competition in artificial intelligence infrastructure is the most critical and costly part of the AI race. Google needs to achieve at least a 1000-fold improvement in cost, energy consumption, computing power, storage, and network connectivity while maintaining the same power and energy levels. This is no easy task, but through collaboration and co-design, we will ultimately achieve our goals."

Sundar Pichai, CEO of Google's parent company Alphabet, also attended the same meeting. When asked about the possibility of an AI bubble bursting, Pichai acknowledged that this issue has now become part of the "zeitgeist," but he reiterated his view that the risks of underinvestment are very high.

According to reports, Pichai stated, "At such times, there are indeed always some difficulties, as the risks of underinvestment are quite high. In fact, considering the extraordinary performance of cloud business data, if we had more computing resources, the performance of this data would be much better."

The report was released one day after tech giant NVIDIA (NVDA.US) announced better-than-expected earnings and guidance. Following the earnings announcement, NVIDIA's stock initially rose, and management addressed several concerns from investors. However, on Thursday, the gains quickly disappeared due to ongoing concerns about a potential AI bubble burst.

Alphabet is one of NVIDIA's clients and also uses its own tensor processing units for various applications and services

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