The rush to increase serving capacity may be a sign that there is no AI bubble, said one expert.

At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to buildout compute capacity.

At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity.

Google’s AI infrastructure chief tells staff it needs thousandfold capacity increase in 5 years.

The rush to increase serving capacity may be a sign that there is no AI bubble, said one expert.