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by killerstorm
2 days ago
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Presumably from internal all-hands presentation in Google: “Now we must double every 6 months… the next 1000x in 4–5 years.” reported by CNBC in November 2025, attributed to Amin Vahdat, Google Cloud VP / AI infrastructure lead. Sundar Pichai at Q4 2025 earnings call: “We’ve been supply-constrained". Satya Nadella, 2026: Microsoft would increase total AI capacity by over 80% in the year and roughly double total datacenter footprint over two years. Microsoft CFO, 2026 earnings call: “We’ve been short now for many quarters. I thought we were going to catch up. We are not. Demand is increasing.” So yeah, either top management of hyperscalers are doing a 'bit' for the last few years, or Aschenbrenner 'Situational Awareness' is going roughly as predicted and hyperscalers are desperate to acquire compute even at higher cost. |
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