this post was submitted on 22 Nov 2025
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Yeah, that'll happen.

While AI bubble talk fills the air these days, with fears of overinvestment that could pop at any time, something of a contradiction is brewing on the ground: Companies like Google and OpenAI can barely build infrastructure fast enough to fill their AI needs.

During an all-hands meeting earlier this month, Google’s AI infrastructure head Amin Vahdat told employees that the company must double its serving capacity every six months to meet demand for artificial intelligence services, reports CNBC. The comments show a rare look at what Google executives are telling its own employees internally. Vahdat, a vice president at Google Cloud, presented slides to its employees showing the company needs to scale “the next 1000x in 4-5 years.”

While a thousandfold increase in compute capacity sounds ambitious by itself, Vahdat noted some key constraints: Google needs to be able to deliver this increase in capability, compute, and storage networking “for essentially the same cost and increasingly, the same power, the same energy level,” he told employees during the meeting. “It won’t be easy but through collaboration and co-design, we’re going to get there.”

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[–] Hadriscus@jlai.lu 67 points 1 week ago

collapse already

[–] scrubbles@poptalk.scrubbles.tech 59 points 1 week ago (5 children)

If someone says 10x it's probably bullshit. 100x it's definitely bullshit. I don't even have a term for 1000x

[–] veeesix@lemmy.ca 23 points 1 week ago

Certified bullshit

[–] Powderhorn@beehaw.org 14 points 1 week ago* (last edited 1 week ago)

Schweinerei.

[–] thingsiplay@beehaw.org 11 points 1 week ago

1k bullshit

[–] pinball_wizard@lemmy.zip 10 points 1 week ago

If someone says 10x it's probably bullshit. 100x it's definitely bullshit. I don't even have a term for 1000x

The term we're looking for is "fantastic investment opportunity".

[–] chahk@beehaw.org 10 points 1 week ago* (last edited 1 week ago)

1,000x = KiloBullshit

100,000x = MegaBullshit

1,000,000x = GigaBullshit

[–] HarkMahlberg@kbin.earth 46 points 1 week ago

the next 1000x in 4-5 years

At the risk of stating the obvious, Ars is working backwards from this metric to get their headline "double every 6 months." 2^10 = 1024, to get that number in 5 years means doubling every half-year.

But Google didn't set incremental 6-month deadlines for 5 years straight, they set a single 5-year deadline. Because in 6 months shareholders can call their bluff quite easily, but in 5 years they're hoping everyone is A) distracted by some new disaster, or B) there's a new tech hype cycle they can push. They're trying to stall the bubble popping by pointing to a nebulous future where they magically scale to infinity, and hoping we all forget that they ever made this claim.

[–] AllNewTypeFace@leminal.space 28 points 1 week ago (3 children)

We need to turn the entire world into ~~paperclips~~ GPUs

[–] t3rmit3@beehaw.org 7 points 1 week ago (1 children)

"Self-replicating GPUs that devour the world"

"Wake up honey, new apocalypse just dropped!"

[–] Lauchmelder@feddit.org 2 points 1 week ago

Universal Paperclip got so close to predicting this

[–] BlameThePeacock@lemmy.ca 6 points 1 week ago

Welcome to the Matrix.

[–] wizardbeard@lemmy.dbzer0.com 5 points 1 week ago

Everyone was too concerned the AI would do it and wasn't looking close enough at the C-Suite Execs.

[–] Gork@sopuli.xyz 27 points 1 week ago

Well that's totally sustainable.

[–] TimLovesTech@badatbeing.social 25 points 1 week ago

Doubling every year would be crazy unsustainable at Google scale, but to tell employees you need to do so every 6 months seems like a fever dream of someone that doesn't understand what they are asking (or knows they aren't responsible for actually doing it). The old "just throw it over the fence" approach that corporate kool-aid drinkers love because they can take credit and shift blame.

[–] megopie@beehaw.org 21 points 1 week ago* (last edited 1 week ago)

puts a bunch of AI features in, turns them on by default without user’s asking for them, mandates employees use it when ever they can.

“How could this be a bubble? Look at all the demand!”

[–] ozoned@piefed.social 20 points 1 week ago

Double every six months? Yeah. Totally feasible and absolutely not a bubble at all.

[–] Battle_Masker@lemmy.blahaj.zone 18 points 1 week ago

so... it'll collapse in 6 months?

[–] salacious_coaster@infosec.pub 16 points 1 week ago

"demand" 😒👌🏻

[–] plyth@feddit.org 15 points 1 week ago (1 children)

Gaslighting. Processor capacity doubles every 2 years according to Moore's law which at best can be energy neutral. All other increases can only come from proportional energy increases. So instead of needing 1000x the energy, at best it is 250x.

[–] mushroommunk@lemmy.today 22 points 1 week ago (1 children)

Moore's "law" died back in 2016. It's not held for a while now. The only way they can scale the way they want without a major breakthrough is more power and larger machines

[–] progandy@feddit.org 1 points 1 week ago

They will simply co-design the next generation of specialized compute hardware for neuronal networks, no problem! /s

[–] Gerudo@lemmy.zip 9 points 1 week ago (1 children)

Better get some fully functioning fusion reactors to power all that.

[–] Powderhorn@beehaw.org 2 points 1 week ago

Tasha's going to love it!

[–] umbrella@lemmy.ml 9 points 1 week ago

what demand??

[–] psx_crab@lemmy.zip 5 points 1 week ago

Google’s AI infrastructure head Amin Vahdat told employees that the company must double its serving capacity every six months to meet demand for artificial intelligence services, reports CNBC.

Sound awfully like a cancer tumour inside Amin's head.

[–] kilgore_trout@feddit.it 5 points 1 week ago

collaboration and co-design

Bribing?

[–] magnetichuman@fedia.io 4 points 1 week ago (1 children)

"My loyal advisor," said the king, "I must grant you a reward for your many years of good service. What is it that you desire?" And the advisor asked the king, "Sire, simply give me one grain of rice on the first square of the chessboard, two on the second square, four on the third square and so forth until all sixty-four squares are filled." "Such a small thing?" said the king. "It shall be done at once." And so the advisor was given all the rice in the kingdom.

[–] HappyHappyJoyJoy@beehaw.org 2 points 1 week ago

This is why I stick to Checkers.

[–] melsaskca@lemmy.ca 3 points 1 week ago

So...no different from shareholders. Nothing changes while everything changes.

[–] cassandrafatigue@lemmy.dbzer0.com 1 points 1 week ago (1 children)

I'm really high and at first glance saw all the colorful pipes as like a 90s McDonalds play area.

I feel like that interpretation made this whole article ~70% less silly.

[–] martinb@lemmy.sdf.org 1 points 1 week ago

I saw an early 2k screensaver