[kylecazar]

I think they are referring to the fact that Google has shimmied AI into every one of their products, thus demand surge is the byproduct of decisions made internally. They are themselves electing to send billions of calls daily to their models.

As opposed to external demand, where vastly more compute is needed just to keep up with users torching through Gemini tokens.

Here is the relevant part of the article:

"It’s unclear how much of this “demand” Google mentioned represents organic user interest in AI capabilities versus the company integrating AI features into existing services like Search, Gmail, and Workspace."

[babelfish]

ChatGPT being the #5 website in the world is still indicative of consumer demand, as their only product is AI. Without commenting on the Google shims specifically, AI infrastructure buildouts are not speculative.

[diamond559]

It's indicative of the demand when it's free yeah, try charging every user just to operate at cost and we'll see what the real demand is.

[ThrowawayTestr]

Google isn't chatgpt. Normal people have no idea what Gemini is and are annoyed by the crappy AI summaries in their Google searches.

[halJordan]

That's not true at all. People love things like nano banana and notebooklm.

[halJordan]

What you're quoting is Ars' pandering and need to placate its peanut gallery. The clique of tech bros hating ai is the exception not the norm.

[kylecazar]

You don't think it's plausible that Google's need to 1000x infrastructure has a lot to do with their very liberal incorporation of AI across the entire product suite?

I don't really care either way what the source of the demand is -- but it seems like an uncontroversial take.