ON NOVEMBER 22, ACCORDING TO CNBCGoogle AI Infrastructure Manager Amin Vahdat stated at a recent plenary meeting that the company must accelerate its expansionHashrateSIZE, DO YOUR BEST TO MEET THE RISING DEMAND FOR AI SERVICES。
1AI refers to CNBC, and during the November 6th meeting, Vahdat released a PPT called "AI Infrastructure", one of which says:Now we have to double every six months,And double it by 1,000 times in the next 4-5 years”.
At the same time, he said:AI INFRASTRUCTURE IS THE MOST CRITICAL PART OF THIS COMPETITION,And the most expensive partI don't know. Our job, of course, is to build those infrastructures, but it is not simply to climb far more with competitors than with whom to throw money. We will invest a great deal of money, but the goal is to create a more reliable, more functional and expanded infrastructure than anywhere”。
GOOGLE CEO SANDAL PICHAY AND CFO ANAT ASHKENAZ ALSO ATTENDED THE MEETING。
In addition to infrastructure, Vahdat believes that Google needs to improve its calculus through more efficient models and self-research chips, a company that last week released the Seventh Mesh Processing Unit (TPU), which is nearly 30 times more energy efficient than the early variant of 2018。
It's worth noting that Sandal Pichai thinksIN 2026, THE AI WAR WILL BE VERY "HEAVY.",The pressure on the calculator will grow furtherIN RESPONSE TO THE STAFF QUESTION ABOUT THE AI INVESTMENT BUBBLE, HE SAID: “IT IS TRUE THAT PEOPLE ARE DISCUSSING IT. RISK DOES NOT STEM FROM OVERINVESTMENT BUT FROM UNDERINVESTMENT”。
HE POINTED OUT THAT GOOGLE CLOUDS HAD INCREASED ITS INCOME BY 341 TP3T IN THE CURRENT QUARTER, AMOUNTING TO OVER $15 BILLION, AND THAT THE BACKLOG OF ORDERS AMOUNTED TO $155 BILLIONIf the company has more talent,These numbers will be better,It was emphasized that Google had a more robust asset structure than other companies.