Google plans 100-fold AI computing boost in 5 years

Alphabet's Google told employees the company must double its artificial intelligence computing capacity every six months to keep pace with exploding demand, setting an ambitious target of 100-fold growth over the next four to five years as tech giants race to dominate the AI infrastructure market.
At a November 6 all-hands meeting, Amin Vahdat, vice president of AI infrastructure at Google Cloud, delivered a stark assessment to staff: the company must achieve exponential scaling to remain competitive in what he called "the most critical and also the most expensive part of the AI race". The presentation came as Alphabet raised its 2025 capital expenditure forecast to between $91 billion and $93 billion, with CEO Sundar Pichai warning that 2026 will be "intense write this in short.

Google has told employees it must double its AI computing capacity every six months, aiming for a 100-fold increase in five years to keep up with intense demand for artificial intelligence. At a November all-hands meeting, Google Cloud VP Amin Vahdat called this exponential scaling "the most critical and also the most expensive part of the AI race," and CEO Sundar Pichai said 2026 will be an "intense" year. This ambitious goal follows Google raising its 2025 capital expenditure forecast to $91-93 billion, reflecting the escalating infrastructure race between major tech companies