GOOGLE MUST DOUBLE AI SERVING CAPACITY EVERY 6 MONTHS TO MEET DEMAND, AI INFRASTRUCTURE BOSS TELLS EMPLOYEES

Summary from the TLDR newsletter

Google aims to be able to deliver over a thousand times more capability, compute, and storage for essentially the same cost, power, and energy level in the next five years. This will require it to double its serving capacity every six months. Google, Microsoft, Amazon, and Meta are now expected to collectively spend more than $380 billion on infrastructure this year. Besides infrastructure build-outs, Google plans to bolster its capacity with more efficient models and custom silicon.